Questions

Unable to create user with OrgApplications values

I'm testing user creation in Postman and have been unable to add our OrgApplications. The technician user is created with the specified fields populated, but the only org application that gets added is what is specified in PromaryClientPortalAppl...

1 Answer

Scott Williamson Last activity on 9/18/2024 12:43:54 PM by Mark Sayers

Security Roles based on groups

I am developing a iPaas flow to add or remove security roles based on groups and have been able to grant/remove access for applications within our environment but stopped developing it because i am unable to find the security role UID of the buil...

1 Answer

John Delgado Last activity on 9/18/2024 12:19:09 PM by Mark Sayers

Auto Assign Assets in Ticket Form based off Requestor

When adding the Assets/CI field to a ticket form, we don't want the client/requestor to see this field on the Client Portal, but is there a way for the field to auto-populate with the asset owned by the requestor (if the requestor owns an asset) ...

1 Answer

Katelyn Bobbitt Last activity on 9/18/2024 12:07:41 PM by Brittany Renn

Why can't I add two (or more groups)

When adding a "Person" attribute to a form I would LOVE to be able to select a couple of custom groups that we have being set by a script that we use to sync AD to TDX.
NOPE!!! It only allows me to select ONE group under "Group Membership".
...

1 Answer

Tim Daugherty Last activity on 9/18/2024 9:30:57 AM by Mark Sayers

Ticket emails from Public user

Has something changed with TDX notifications? We are noticing when tickets come off Hold status the email looks like it is coming from 'Public User' now. Are we able to change this? It use to look like it was coming from notify@teamdynamixapp.c...

1 Answer

Danee Gunka Schwartz Last activity on 9/17/2024 4:08:37 PM by Mark Sayers

API JSON?

Would TeamDynamix be willing to share the .json file for the API spec? I would like to create a powershell module for the ticketing API, but it would be much easier to generate it from the json.

1 Answer

Tamara Buch Last activity on 9/17/2024 2:21:54 PM by Mark Sayers

Change TDX user securityrole via API

I'm attempting to change a user's security role from 'Technician' to 'Client' using a patch but it does not seem to work. The API just returns back the same values with no errors.
Endpoint:
"https://my.tdx.com/SBTDWebApi/api/people/UID" ...

1 Answer

Brian Kelly Last activity on 9/17/2024 12:50:08 PM by Mark Sayers

CAI - MS Graph for Dynamic Credentials

We're trying to use our existing Microsoft tenant as a way to authenticate into our chatbot with dynamic credentials. I think I have everything set up correctly on the EntraID side as far as the application/users/scope etc. Its all configured per...

1 Answer

Logan Tong Last activity on 9/20/2024 12:01:38 PM by Mark Sayers

"Public User updated this request..."?

Hi,
Today when a ticket comes off hold and is commented on by the system we are seeing " Public User updated this request..."? Any idea what template this is and why it would have changed? When I look at the user assocaiated with the sys...

3 Answers

Scott Cory Last activity on 9/19/2024 10:03:49 AM by Chris Fording

How to delete a user

I have an account that was created inadvertently, how can I remove this account from TDX completely?

2 Answers

Matthew Keough Last activity on 9/17/2024 10:19:49 AM by Matthew Keough

List of allowed PATCH fields?

I saw someone reference in another answered question that somewhere there's a list of which fields can/cannot be updated via the PATCH method. I looked through the API documentation and can't find it. If this does exist can someone help me find i...

1 Answer

Kay Brewer Last activity on 9/17/2024 9:27:57 AM by Mark Sayers

I have a username that states it is in the systems "gblue" but cannot find it.

I have a student with a username of gblue and when I look it up in users. I cannot find it. If I try to create a new user under the name is says it's already there. Kinda lost on this one.

1 Answer

Matthew Thompson Last activity on 9/16/2024 4:24:56 PM by Brittany Renn

Tracking Assumptions Using Organizational Risks in TDX

Could you confirm whether TDX allows us to track assumptions using organizational risks without affecting the composite score ? Our objective is to monitor assumptions without having the score for organizational risks contribute to the overall...

1 Answer

Celine Salas Last activity on 9/16/2024 4:27:58 PM by Brittany Renn

Forms

A few questions on forms:
1. Is there a way to use a PDF fillable form in TDX (see attached)?
2. If not, is there a way to make your form in TDX a custom build (see attached PDF)?
Thank you,
Lisa Mouser, Director, Technology Sup...

1 Answer

Lisa Mouser Last activity on 9/13/2024 4:15:53 PM by Mark Sayers

Project Settings Sections - Goals

Are there any informational documents that describe how to use the goals under Project Settings Sections?

1 Answer

Celine Salas Last activity on 9/13/2024 9:48:47 AM by Mark Sayers

Can Saved Reports be migrated from Sandbox to Production?

Can Saved Reports be migrated from Sandbox to Production? We have a new Assets application in Sandbox and have created 23 reports that we would like not to have to manually recreate in Production.

1 Answer

Jon Ricketson Last activity on 9/12/2024 4:30:47 PM by Mark Sayers

Create a Ticket with API and populate custom attribute fields.

I can create a ticket but the custom attribute filed are not populating. What is the proper way to include the array in the POST to create a ticket?
I tried:
{
... all the stuff that works above
TeamDynamix.Api.CustomAttri...

2 Answers

Scott Cory Last activity on 9/12/2024 3:31:36 PM by Scott Cory

Vacation Coverage - On-Call - Proxy

Hi all, we are new to TDX and a couple of our departments have asked if there is a way to set someone as covering, proxy, or a back-up for when a tech goes on vacation. This would allow tickets to be assigned to that backup during the tech's vaca...

1 Answer

John Adams Last activity on 9/12/2024 2:33:19 PM by Mark Sayers

Is there a Report Column I could use to view how long did it take a Workflow Task

I have created a Ticket Workflow with Tasks. For each tasks there is a created date and date of completion.
I wanted to see that duration between created and completed date in my Analysis report or Ticket Report.

1 Answer

Ronel Gallevo Last activity on 9/12/2024 1:06:22 PM by Brittany Renn

Is there a way to do bulk loading of Project?

The objective is to bulk load a list of Projects with Project Name, Acct/Department, Start and End Date, Category, Manager and Health.
I can make from an excel with these columns instead of creating projects manually using +NEW Button each.

1 Answer

Ronel Gallevo Last activity on 9/12/2024 12:59:38 PM by Mark Sayers

Open links by default in tdx app

I would like to get the TDX app to open when clicking links on other android apps such as outlook. Has anyone found a way to do this? The app only has one verified link in android settings that is mobile.teamdynamix.com.

1 Answer

Matt Cook Last activity on 9/11/2024 4:58:34 PM by Mark Sayers

Capturing all work completed by technician

I am trying to come up with a means that would give a true and accurate scope of work completed by each of my technicians.
If they work on a ticket from start to finish then I am able to give them credit for that ticket no problem
If ...

1 Answer

Darla Bury Last activity on 9/11/2024 2:18:18 PM by Mark Sayers

Expense API

I cannot seem to find any API documentation about "Expenses" that are in the T&E section. Viewing Expenses or adding them via an API.

2 Answers

Bryan Weist Last activity on 9/11/2024 9:07:39 AM by Bryan Weist

Project Approvals and Visibility

Hello,

My organization is working on implementing project management. I am having a hard time visualizing what this process will look like for our clients and technicians, because I have all of the project-related permissions on my account....

1 Answer

Geneva Cleland Last activity on 9/10/2024 4:58:24 PM by Mark Sayers

Availability report for a resource pool

Hello,
I need to generate a report that shows both the scheduled hours and available hours for everyone in my resource pool. The Availability Report in the Analysis app seems to be the best option, but after selecting the resource pool and ru...

1 Answer

Constantin de Boisseson Last activity on 9/10/2024 2:04:40 PM by Mark Sayers

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