Questions

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

Web Service Workflow Step: Change the group responsibility of a ticket

I'm trying to create a web service workflow step that would change the responsibility of the ticket from one group to another. The only directions that I can find related to this topic are in this article - https://solutions.teamdynamix.com/TDCl...

1 Answer

Victoria Nunez Last activity on 9/10/2024 1:30:40 PM by Mark Sayers

Is there a way to total values from a ticket/form?

We're building an app for a department that charges for their services. We'd like for the form to collect up the charges and then the ticket generate a resulting total due. Is there a way to do this?

1 Answer

Sheila McBride Last activity on 9/10/2024 12:29:43 PM by Mark Sayers

About Me Field

Is it possible to populate the "About Me' field using the people import utility?

1 Answer

Eric Woodfork Last activity on 9/10/2024 10:43:29 AM by Mark Sayers

TDX Desktops

Is it possible to remove access for Technicians to create their own desktops?
Is it possible to remove access to feeds .
Idea here is remove access for Technician for feeds and desktops so that Technicians should not create their own desk...

1 Answer

Amritpal Singh Last activity on 9/10/2024 9:30:51 AM by Mark Sayers

Ticket Report filtering based on Workflow Step Resp

Hello,
I'm having a hard time trying to use the "Workflow Step Resp" column to filter on a Ticket Report in the Analysis app.
To test, I created a report that has a filter: "Workflow Step Resp" is one of "(Current User)"
However, it is ...

1 Answer

Ashbinder Saini Last activity on 9/9/2024 1:06:16 PM by Mark Sayers

Ticket report discrepancy

Maybe I'm not familiar enough with the logic but we are seeing some discrepancies in ticket reports where unexpected tickets show up. I'll try to briefly explain the scenario:
We have a ticket report with the following filters:
Resp Gr...

1 Answer

Nick Nunn Last activity on 9/6/2024 3:31:34 PM by Mark Sayers

Technician deactivated

Hello,
We have had several technicians quit and they may still have had tickets assigned to them when we deactivated their account. We can no longer search my their name to see what tickets they were responsible for. Do those tickets get automa...

1 Answer

Haley Ling Last activity on 9/6/2024 12:26:42 PM by Mark Sayers

Is anyone else experiencing TDX randomly going into tickets and changing their statuses from closed to back open?

Over the past few weeks, I've had co-workers message me in a rage asking me why I've re-opened their tickets. I haven't touched their tickets. It seems, from what I can gather, is that the system is randomly re-opening tickets that have already...

1 Answer

Barb Gosch Last activity on 9/6/2024 9:10:40 AM by Mark Sayers

TDX Mobile - Notification

We have created a couple of tickets while in the field, I have made sure that 'notify responsible' is checked but so far out of the 3 tickets we've created through mobile we are not getting the email notification of the responsible group. Is ther...

1 Answer

Justin Goode Last activity on 9/6/2024 8:50:43 AM by Mark Sayers

Organizational Risks Drop-Down Values

For the Organizational Risks criteria drop-downs, there are 3 values currently available (High, Medium, Low). Is it possible to customize the values and add additional options?

1 Answer

Kathleen Quinto Last activity on 9/5/2024 3:15:24 PM by Mark Sayers

Database tables that hold Knowledge Base Articles

Hello,
Where can I find a list of DB table(s) that hold the information for Knowledge Base articles?

1 Answer

Paul Lupeituu Last activity on 9/5/2024 10:26:39 AM by Mark Sayers

Do I need to have the Finance application in order to report labor costs on projects?

1 Answer

Jennifer Collins Last activity on 9/5/2024 10:21:21 AM by Mark Sayers

Adding values from selection in a multiselect listbox

I might be missing something obvious, but on an iPaaS form is there a way to take the values from selections in a multiselect listbox and add them up without a flow? I've got a multiselect listbox with accessories to be ordered with the value for...

1 Answer

Andrew Dzierla Last activity on 9/9/2024 5:07:01 PM by Mark Sayers

Ability to customize information displayed on ticket's "Requestor" summary box

Is there a way to customize/select what information is included and displayed in the "Requestor" summary box on tickets?

1 Answer

Paul Lupeituu Last activity on 9/5/2024 9:39:56 AM by Mark Sayers

Operational Hours report not accurate.

A couple of questions about operational hours and reporting. We have operational hours set for our Human Resources application, from 8-5. We also have a report that includes Create to Resolve(op) in it. The report shows 6.55 hours for the time ta...

1 Answer

Derek Hickman Last activity on 9/3/2024 11:52:37 AM by Derek Hickman

Preventing override of approvals?

Hi there. I was wondering, for tickets that have a workflow attached which includes an approval process, is there any way to prevent people with the Technician role from manually approving these if they aren't the approver, without using the secu...

1 Answer

Kay Brewer Last activity on 9/3/2024 5:03:09 PM by Mark Sayers

Initial Responded Date by a specific Resp Group

I have a request to be able to track the Date/Time a specific Resp Group (our Service Desk) responds to a ticket.
I am trying to figure out a way to do this without creating a new Attribute called 'Service Desk Response Date' and workflow to ...

1 Answer

Josh Watts Last activity on 9/3/2024 4:35:57 PM by Mark Sayers

Read By Tab - Ticket Details Panel

Hi,
What actions lead a user to be visible under the 'Read by' tab of the ticket details panel?
That is, do they have to directly interact with the ticket itself to be listed?
Does receiving and reading a system generated notificati...

1 Answer

Malissa Somers Last activity on 9/3/2024 11:53:22 AM by Brittany Renn

Report for open time of a ticket

Is there a report or something that can be made that can show the total time a ticket was open? I can see a created date and a completed date but is there a way to get the time from that data?

1 Answer

James Richard Last activity on 9/3/2024 11:58:53 AM by Brittany Renn

Project Status percentage does not reflect Project Plan completion

The project plan shows we are more than 3/4 of the way through the project.
The pie chart says it is 88%, but the project status indicator in the project list shows 0%.
Did I not configure something correctly?
They should all show the...

2 Answers

Timothy Mellin Last activity on 9/3/2024 6:48:17 PM by Timothy Mellin

Keep Duration static for Project Plans

Is there way for a project plan and/or template to keep duration static? When I use a template the date fields come in from the template. When I change the start date, it changes the duration as well. Since I created the plan tasks with their ...

1 Answer

John Adams Last activity on 9/3/2024 10:59:43 AM by Mark Sayers

MyWork Not Showing All Completed Tickets

We don't have many people who use MyWork, but one technician who does use it is seeing that not all of his completed tickets in My Accomplishments. I inspected some of the missing tickets, and the configuration of the status=completed and respons...

1 Answer

Tevis Boulware Last activity on 9/3/2024 9:21:12 AM by Mark Sayers

General Questions (Public)

Popular Tags