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.

Different Result Forms for Similar iPaaS Expressions

I was testing a flow in iPaaS recently and found that if I set a property value by selecting a row in a data model array using the Find In expression, the result was an integer, however, if I set the same property using the Get In expression with...
1 Answer
Corrine Knox Last activity on 5/17/2024 4:03:43 PM by Mark Sayers

5/16/24: PPM Advisory Group - Tickets to Projects Recording

Good afternoon,
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...
1 Answer
Daniel Keenan Last activity on 5/17/2024 4:36:04 PM by Matthew Logering

Mobile app

Could someone direct me to instructions on registering the mobile app? Thank you!
1 Answer
Mike Pifher Last activity on 5/16/2024 12:14:42 PM by Mark Sayers


Are service and category shortcuts subject to automation rules?
1 Answer
Michael Rodriguez Last activity on 5/16/2024 10:24:50 AM by Mark Sayers

Ticket TIme Creation Report

Is it possible to create a ticket report that shows how many tickets are created an hour?
1 Answer
Alex Oquendo Last activity on 5/15/2024 12:01:01 PM by Mark Sayers

Portfolio/Program Gantt Sort Order

What is the sort order for the Gantt chart that is viewable in the analysis tab in a portfolio or program. Is it alphabetical, first in first listed, random? Is this something we can control?
1 Answer
Andrew Martin Last activity on 5/15/2024 10:51:45 AM by Mark Sayers

TeamDynamix Mobile App

Good Morning, I am trying to setup the mobile app for Team Dynamix but in the instructions it states to
Open the Downloads application and select TeamDynamix Mobile. Use the mobile device's camera to scan the Register the Mobile App ...
1 Answer
Ryan Turner Last activity on 5/15/2024 10:45:13 AM by Mark Sayers

Assign Tasks to Workspace Members

Members within my workspace in TDX are not able to assign themselves to tickets or tasks that are in the workspace. They *can* assign tasks/tickets within the workspace, but not to themselves or other members of the workspace, only members of the...
1 Answer
Naseem Benjelloun Last activity on 5/15/2024 9:19:26 AM by Mark Sayers

Accessing Nested Values from JSON Objects

So I'm retrieving a JSON object with nested data via a GET call using the Smartsheets API. I'm able to retrieve the sheet's data, however I'm unable to find a way to access and parse through the data in IPAAS. For example, I can set a property eq...
1 Answer
Connor Caddell Last activity on 5/14/2024 3:59:16 PM by Mark Sayers

Asset/CI Relationship Reporting

Is there any way to include relationships between CIs or Assets in a report? I see a filter for "Associated Asset/CI" but it is missing from the column choices. Hoping there might be a workaround if not.
2 Answers
Bret Swart Last activity on 5/14/2024 9:35:52 AM by Bret Swart

Project Status Spreadsheet

New and green with TDX, bear with me. I am trying to determine if TDX is what we need.
We want to have a project list spreadsheet for a high level status. It will have few columns like Start Date, Systems Analyst, Title, Stake Holders, Priori...
2 Answers
Teodora Vaneva Last activity on 5/14/2024 1:12:33 PM by Teodora Vaneva

lssue with user sign in

We recently hired a student that just graduated from our school. His student account in Team Dynamix appears to have been merged with his newly created employee account, and he cannot access TDNext. We have ensured that the has the same access ro...
1 Answer
Ryan Folks Last activity on 5/14/2024 10:55:22 AM by Ryan Folks

Teamdynamix Mobile App

I am trying to find the Teamdynamix Instance ID or Registration Link to utilize the mobile app that is on the App Store, but I am unable to find documentation or information regarding this. I am one of the TDX Administrators at my University.
1 Answer
Caleb Whitlow Last activity on 5/14/2024 12:23:47 PM by Mark Sayers

Wildcard Certificate

We are using SSO with TD. Do we still need to update our wildcard certificate when they expire?
1 Answer
Alex Oquendo Last activity on 5/13/2024 1:14:10 PM by Mark Sayers


Is there a signature tag for response templates? I set up a signature, but picked a response template my signature goes away.
Alison Morse
1 Answer
Alison Morse Last activity on 5/13/2024 9:46:55 AM by Brittany Renn

Where is the 11.9 View Search History Permission applied for each user?

Where is the 11.9 View Search History Permission applied for each user?
2 Answers
Daniel Epley Last activity on 5/13/2024 9:48:42 AM by Daniel Epley

KB Workflow

Anyone know if it would be possible to create a approval workflow for KBs? It doesn't look like there is a way to attach a workflow to KBs. If not, are there any recommendations on automating an approval process?
1 Answer
Michael Rodriguez Last activity on 5/10/2024 4:10:37 PM by Mark Sayers

Best Tool For Leaders To View All Work Per User

Our Leaders would like to work with each team member and review everything assigned to them, tickets, projects and tasks all in one place. I found the User Work Report, which is helpful but it will only show items that are in process. If they are...
1 Answer
Rachel Renckly Last activity on 5/10/2024 4:05:56 PM by Mark Sayers

Automation Pick Up Group Assignment

We have an automation ( ) that sends tickets assigned to a specific group to a workflow ( https://support.einstein...
1 Answer
Sheila McBride Last activity on 5/10/2024 10:14:13 AM by Mark Sayers

2024 Converge recorded session

Good morning,

Where can one find the recordings of the 2024 Converge sessions?

1 Answer
Eugene McGeehan Last activity on 5/10/2024 10:09:39 AM by Mark Sayers

SmartSheet Credential Settings?

Can you give an example of a valid SmartSheet Credential configuration? I have successfully created a credential for SmartSheet using Microsoft Graph, but when I use the same clientID and secretValue, I get an authentication. I referenced the S...
1 Answer
Tevis Boulware Last activity on 5/10/2024 9:53:48 AM by Mark Medaugh

Attribute Dependency based on Asset/CI

Hello, TDX Community:
I am trying to build a concept where licensed software is listed as assets and want to add a dependency so that if "Other" or "Not Listed" is selected, a text input box will appear. I wanted to ask if this is possible us...
1 Answer
Anderson Hanchett Last activity on 5/9/2024 2:51:21 PM by Mark Sayers

Create Workflow Task with Ticket Info

Is there a way, not using a webservice, to use the workflow task and add information from the ticket that is running the workflow.

i.e. Create a Title for the Task that has the Requests name from the ticket in it.
1 Answer
Mark Davis Last activity on 5/8/2024 4:31:32 PM by Mark Sayers

API section in the GUI

Would there be an API section in the GUI where one can setup the calls in and out or is it all back end scripting?
1 Answer
Matthew Thompson Last activity on 5/8/2024 11:59:38 AM by Mark Sayers

SSO Certificate Expiring

SAML certificate that handles SSO for Team Dynamix is expiring soon 7/7/24. I need to know where in the console we update this. I found some instructions, but I am not sure which to use.
1 Answer
Matthew Thompson Last activity on 5/8/2024 9:20:25 AM by Mark Sayers

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