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.

Any way to speed up web service steps in a workflow?

I have a few web service steps in a workflow, and each step seems to take 5-10 minutes to complete. So just the initial steps of assigning the ticket to the requester and setting the status are taking quite a while to complete. Is there any way t...
1 Answer
Kay Masters Last activity on 10/9/2024 1:15:28 PM by Brittany Renn

Workflow attachment notification

Hi All,
Wondering if there is a way to create a workflow to notify the responsible tech and/or group of a file attachment to a ticket either at the time of SR submission or after the fact.
1 Answer
Michael Rodriguez Last activity on 10/8/2024 4:00:58 PM by Mark Sayers

KB articles are adding spaces when created

I am noticing that when I have finished writing up an article and save it as a draft, it saves with different formatting (there are gaps placed where I did not enter them)
1 Answer
Shawn Tillotson Last activity on 10/8/2024 3:31:50 PM by Mark Sayers

Require Time for Ticket Updates

Is there a way to require time when updating a ticket?
1 Answer
Darin Watts Last activity on 10/8/2024 1:37:30 PM by Mark Sayers

reporting from workflow steps

I would like to add a choice step in a workflow and then run a report on what choices were chosen in the task choice workflow step. Is it possible to run a report based on a choice step and what choice is chosen?
1 Answer
Tabitha Logemann Last activity on 10/8/2024 1:30:44 PM by Mark Sayers

Milestone report

Hi team,
Is the project manager the only person who can run a milestone report? I don't see a milestone report in the Analysis app, a custom plans report doesn't really capture detailed milestone information and a custom project report can on...
1 Answer
Constantin de Boisseson Last activity on 10/8/2024 10:05:15 AM by Mark Sayers

iPaaS vs Workflow Web Services

For those users who have iPaaS is there any reason to use the workflow web services within a work management app?
From my perspective it seems like iPaaS flows run faster and aren't any harder to configure. Separating the automation between t...
1 Answer
Charles Morgan Last activity on 10/8/2024 9:37:18 AM by Mark Sayers

How to give Division / Dept Managers access to the business case files tab for the projects they are collaborating on.

Hi,
In our org, typically Managers request projects.
Once the project request process starts, I run a business case development session with them (about 45 mins).
When it is done, I need them to complete a few items, typically upload...
1 Answer
Timothy Mellin Last activity on 10/8/2024 9:19:06 AM by Mark Sayers

Viewing a project's briefcase

Hi team,
I reviewed this article in the knowledge base about briefcase permissions: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=8650
My understanding is that I should be able to view a project's briefcase eve...
1 Answer
Constantin de Boisseson Last activity on 10/7/2024 3:11:20 PM by Mark Sayers

Knowledge base articles tied to an asset

Is there a way that we can add a knowledge base article to a Configuration Item and or Asset?
1 Answer
Tabitha Logemann Last activity on 10/7/2024 12:53:04 PM by Mark Sayers

TDx availablity

Is TDx experiencing intermittent downtime? Some of our work flows are not working and users are stating they are not able to access TDx.

Thank you,
Tiffany Bryson
1 Answer
Tiffany Bryson Last activity on 10/7/2024 11:00:20 AM by Mark Sayers

Web Service Method to Calculate Form Fields

Is there a way to set a Web Service Method to calculate 2 attribute fields on a form and post the calculation to a 3rd field? What would the </> Body text look like for that operation?
1 Answer
Craig Topple Last activity on 10/8/2024 11:50:54 AM by Mark Sayers

Importing departments

I don't have to option to import depts thru tdnext sandbox
1 Answer
CATHY LEWIS Last activity on 10/4/2024 11:34:07 AM by Brittany Renn

Email reply loop with another helpdesk

Hello,
Yesterday we experienced an email reply loop with another helpdesk system. It seems one of our employees emailed a system and cc'd our TDX service desk as well.
Their system responded with an email to our TDX that a ticket had bee...
1 Answer
James Moyle Last activity on 10/4/2024 11:35:47 AM by Brittany Renn

11.10 product release video

Good morning!
I missed the 11.10 webinar on 10/2 and was wondering when it will be uploaded to the product release video category so I can view it. I have some questions I hope can be answered by watching it
1 Answer
Eugene McGeehan Last activity on 10/4/2024 12:54:46 PM by Brittany Renn

Hide other technicians tickets from user

I am looking for a way to allow technicians to use the TDX user portal to access their tickets, but I only want them to be able to see tickets assigned to them.
Is it possible to prevent them from searching for tickets assigned to other users?
1 Answer
Jordan Kennedy Last activity on 10/4/2024 9:55:35 AM by Brittany Renn

setting up a webservice to update a ticket to a new responsible group

I am trying to setup a workflow with a condition if it is one choice it goes to Group A and if the condition is not met i would like the ticket to go to GroupB.
I am working in sandbox and set the body to [ {"op": "replace", "path": "/Respons...
1 Answer
Tabitha Logemann Last activity on 10/3/2024 1:36:54 PM by Brittany Renn

Can the files copied over when I copying a Project?

1 Answer
Ronel Gallevo Last activity on 10/3/2024 1:31:55 PM by Brittany Renn

How can we turn on/off notification emails on ticket workflow steps

Hello,
I created a ticketing workflow and each of the step/s are assigned to an individual but we dont want an email notification to be generated on every step that has a choice. we only want the notifcation to be sent on specific work flow s...
1 Answer
Larissa Kupferschmidt Last activity on 10/3/2024 1:33:55 PM by Brittany Renn

Upload Attachment iPaas - Unsupported Media Type

I am trying to upload an attachment to a ticket using the Upload Attachment connector but I keep getting Unsupported Media Type.
I have tried to use the attachmentID and the itemID with the same response.
1 Answer
John Delgado Last activity on 10/8/2024 10:13:21 AM by Michael Ligouri

In regards to the sandbox refresh

When there are items that we are testing and only reside in the sandbox -- and there a refresh -- does the refresh see that there are items in the sandbox that do not reside in production and leave those items and only write over the existing stu...
1 Answer
Darla Bury Last activity on 10/3/2024 10:50:49 AM by Brittany Renn

Locking down the date field in change records

Hello everyone,
I am looking for a way to ensure the implementation date for changes cannot be altered once the change has gone through the approval work flow. At a minimum I would like to lock it down, but best case would be to ensure it goe...
1 Answer
Kelly Wilcox Last activity on 10/3/2024 1:34:59 PM by Brittany Renn

Do workflow conditions use "and" or "or"?

Hello! Could someone tell me, for a Condition step in a workflow, if I have multiple conditions, will it test positive if only one condition is positive, or will it test positive only if BOTH conditions are positive?

Thank you!
1 Answer
Kay Masters Last activity on 10/2/2024 10:11:02 AM by Mark Sayers

Help with Beta UI meetings

Our organization was engaged to be beta testers for the TDX UI improvements. In preparation for meetings on October 1st and 3rd, we were given 2 links. The link for yesterday did not work. We got a new link mid-meeting but didn't want to join at ...
2 Answers
Tristina Grywalski Last activity on 10/2/2024 10:23:46 AM by Mark Sayers

Is there column in Project Request report to identify if there is Files included with a Project Request?

Hello,
It was asked by our PMO if there is a report field that can identify Project Request that have Files.
I've gone through the list but it doesn't look there is but I'm hoping I'm just missing it.

Thanks
Mike
1 Answer
Michael Slett Last activity on 10/2/2024 9:28:42 AM by Mark Sayers

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