General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

Add new tag on user reassignment

Hello. I am wanting to add a new tag automatically when I, or another set of users reassign a specific ticket type to another user. Can this be done using workflows or automation?
An example would be, I've claimed a ticket, I now want to reas...
1 Answer
Philip Kukla Last activity on 4/15/2024 11:25:10 AM by Mark Sayers

Keep getting Data(.)(.) instead of Data inside my "find in" expression

Hello,
I am redoing some lab exercises just to re familiarize myself with stuff. The one lab exercise involves finding the row inside of a .csv file where a particular value resides. To do this, I created the following flow steps:

...
0 Answers
Jason West Last activity on 4/12/2024 3:18:17 PM by Jason West

Group Desktop Template

Hi,
Is there a way to add a desktop template for all members of a group, or is it only possible to add a desktop to individual users one at a time?
1 Answer
Scott Cory Last activity on 4/12/2024 12:55:01 PM by Brittany Renn

Service Offering - (parent) service not correct in reporting

I'm working with service offerings - something relatively new to me.
I have a general service offering I set up in this way:
category = (none)
service = "General"
service offering = "Service Offering"
Looking at breadcrumbs in TDCli...
1 Answer
Greg Van De Mark Last activity on 4/12/2024 12:49:41 PM by Mark Sayers

Static Field Not Showing On Tickets

Hello, I may be just tired and seeing double, but I have a static field on a Form that does not appear in the ticket as expected.

https://app.screencast.com/likxMJ2Xucxm9

What am I missing here?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/12/2024 9:55:13 AM by Mark Sayers

Error accessing S3 buckets using S3 connectors

While I am trying to access my S3 bucket using an S3 connector, it is giving the an authorization error. I believe it is due to improper setting in my connector to direct it to my bucket and also the access control to my bucket. My final goal is ...
1 Answer
Pavan Sai Korlapati Last activity on 4/11/2024 2:17:51 PM by Mark Sayers

Uploading organization images to use in templates

Hi,
When inserting images into an iPaaS template, I have the option to select images from a "Personal" repository or a "My Organization" repository. When I upload an image, it always goes to the personal repository regardless if I have selec...
0 Answers
David Olvera Last activity on 4/11/2024 10:01:22 AM by David Olvera

Can a standard report be modified?

I am working on multiple tickets and my desktop I have some standard reports such as "My assigned tickets" and "My assigned tasks".
I noticed these are standard reports and I don't have the option to modify them as custom reports, so, Is it p...
1 Answer
Nicolas Ledezma-Munoz Last activity on 4/10/2024 11:41:24 AM by Nicolas Ledezma-Munoz

Report: Status vs Status Class

HI!
When doing a report for closed and resolved tickets, does it matter which one I use? Do I need to include both?
1 Answer
Michael Rodriguez Last activity on 4/10/2024 9:06:55 AM by Michael Rodriguez

Teamdynamix LMS

Hello,
Would you please resend the link for the Learning Management System--I seemed to have lost it and cannot find it anywhere. I have an account setup but cannot find the login site.
Thank you.
Sharon
1 Answer
Sharon Jarmoc Last activity on 4/11/2024 9:41:27 AM by Mark Sayers

Workflow Help

I have an onboarding workflow that has multiple conditions with steps. I have built this in a single workflow, but it is very busy. I am concerned if there needs to be an edit it will be challenging to figure out each later. Is there a way to cre...
1 Answer
Lorin Green Last activity on 4/10/2024 4:25:50 PM by Mark Sayers

Project Request Actual Hours vs Project Actual Hours

Hi,
We want to start tracking the actual hours being spent during our intake assessment on project requests, but in testing it seems any hours tracked while the project is in request status stay with the project when it moves to being an acti...
1 Answer
Kim Rathbone Last activity on 4/10/2024 2:52:10 PM by Mark Sayers

Ticket report for any modifications after certain status

Hi,
Is there a way to create a ticket report to capture any modifications to a ticket after it has reached a particular status?
Thanks,
Tanner
1 Answer
Tanner Grubbs Last activity on 4/10/2024 1:26:53 PM by Brittany Renn

Clickable asset tag in tickets

We have clickable asset tag links when you view assets under a person. But we also have the asset tag showing in a ticket when a user provides it. Is there any way to make that user provided asset tag clickable and go to the corresponding asset p...
2 Answers
Matt Cook Last activity on 4/10/2024 12:54:26 PM by Matt Cook

Ticket re-open process

I have my settings for ticket replies on a resolved ticket to re-open for the first 5 days. So after those days it will create a new ticket.
My question, shouldn't it pass through the attachments as well as the description? The requestor rep...
1 Answer
Justin Goode Last activity on 4/9/2024 4:53:20 PM by Mark Sayers

Switching project type or project template halfway through a project

Hi,
We've set up various project types and templates for our organization. Sometimes, we might need to switch the type or template while a project is ongoing. I know we can override settings from a template, which seems fine (applying another...
1 Answer
Constantin de Boisseson Last activity on 4/9/2024 2:22:30 PM by Mark Sayers

Linking a cardwall plan to a task in a waterfall plan

Hi,
We want to run hybrid projects with a high-level waterfall plan and sprints that require individual cardwall plans. Ideally, when we select a task 9sprint) in the waterfall plan, it would link directly to a new card wall for that sprint. ...
1 Answer
Constantin de Boisseson Last activity on 4/9/2024 1:37:06 PM by Brittany Renn

KB Suggestions

Is there a way when a client is submitting a ticket for a specific service for the system to "suggest" KB articles that might solve the issue?
1 Answer
Navjot Bhatoa Last activity on 4/9/2024 11:55:49 AM by Mark Sayers

Traversing the Asset Tree

I'm looking into the possibility of using the WebAPI to traverse an Asset's relationship tree, specifically between itself and other assets
Based on my research, it is not possible to see or edit relationships between assets using the WebAPI....
1 Answer
Harrison Fleisher Last activity on 4/8/2024 4:41:59 PM by Mark Sayers

Reminder for upcoming Due Date

Hi all,
Can TDx send notifications to prime responsible of a ticket a set time ahead of a due date? This is so people are notified, let's say, 3 days prior to a due date.
Damon
1 Answer
Damon Stennett Last activity on 4/8/2024 4:38:10 PM by Mark Sayers

Report on reassigned/transferred tickets.

Hello all!
I have been asked if a report could be created for tickets a particular group has reassigned to others. I took a looks at the filtering list for a ticket report, and nothing jumped out. Does anyone know if this can be done?
1 Answer
Michael Rodriguez Last activity on 4/8/2024 1:45:09 PM by Brittany Renn

SmartSheet IPaaS Authentication

It appears that the only way to create a Credential into the SmartSheet Connector is through a Secret/ID Pair:


However, our Smartsheet instance only provides a Token. Is there an authentication method for Smartsheet that can use a "har...
1 Answer
Tevis Boulware Last activity on 4/11/2024 10:29:26 AM by Mark Medaugh

Filter on task responsible person group

What filter can I use to show a task's group responsibility when the task is assigned to a person? For example, a task is created for the Business Services group. Then, a member of the Business Services group takes the task. The task resp changes...
1 Answer
John Anderson Last activity on 4/5/2024 4:27:37 PM by Mark Sayers

Accessing Web Service Step Response Variables in a Notification Step in a Workflow

Hi there,
Is it possible to access a web services step stored response variable in a notification step for a workflow?
For example, I am pulling the assets assigned to tickets in a web services step and storing the response body in a vari...
1 Answer
Emiko Bell Last activity on 4/5/2024 1:31:48 PM by Mark Sayers

Adding links to Desktops

Good Afternoon,
I am in the process of creating a 'one stop shop' for our student help desk staff in a TD desktop. I've pulled in everything I am looking for so far successfully. One question I have that I can't get to seem to work as expec...
2 Answers
Randi Buckley Last activity on 4/5/2024 1:11:32 PM by David Tod

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