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.
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...
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...
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...
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...
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
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...
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
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?
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...
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...
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.
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...
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!
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
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