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.

IVY chatbot - Zoom Contact Center - javascript file in script tags

Hello TDX ,
I have in the past asked about running a .js file within a script tag to launch Zoom Contact Center from client portal for live support calls. However, I was told that running the .js file within a script tag is not allowed.
...
1 Answer
Michael Rodriguez Last activity on 4/25/2024 9:39:51 AM by Mark Sayers

Can you batch edit ticket classifications?

Greetings,
I was wondering if there is a way to batch edit ticket classifications? we imported some tickets using the import tool, but we imported them with the incident classification instead of service request. I created an automation rule ...
1 Answer
Larissa Kupferschmidt Last activity on 4/25/2024 8:46:44 AM by Mark Sayers

Microsoft OneDrive / Intune connectors in iPaaS - Authentication Issues

Hello,
We have followed the documentation and have successfully connected to the MS Graph API in iPaaS ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=140697 ). However, when we then apply the credentials we created...
1 Answer
Robert Tonnies Last activity on 4/25/2024 9:24:20 AM by Mark Sayers

Where are TAGS stored in the DB

If I create or add a tag to a project, in which database table would I find that information?
Based on empirical data, it seems that an entry is created in the table 'ItemTags' (I see a new entry created where IT_ITEMID = my Project ID and t...
1 Answer
Kimberly Clapp Last activity on 4/25/2024 9:49:23 AM by Darin Waldrop

How can I find where "Notify Other People" is stored in the database?

I'm looking under Projects where there is project-level data, such as "Percent Complete", "Comments", "Notification" and "Notify Other People".
From what I see, it looks like you can make an update to the project, and then add people to 'No...
1 Answer
Kimberly Clapp Last activity on 4/24/2024 4:21:17 PM by Mark Sayers

KB interval Reminder to Zero

I have two related questions to 11.9:
Can it be confirmed that the "Notify Owner of Review Date" setting on each individual KB article will be set to OFF by default on day 1 release of 11.9? In TD Admin, if the "Article Owner Review Not...
2 Answers
Joshua Warth Last activity on 4/24/2024 3:54:46 PM by Mark Sayers

Project task reminders

Is there a way to sent automatic project task reminders to task owners when the end date for the task is coming up?
1 Answer
Rebecca Murphy Last activity on 4/24/2024 2:02:26 PM by Mark Sayers

Web Service Method 404 Error

Hi, I am trying to create an outage window/category in our knowledge base by following the instructions in this guide. ( ID: 157806)
I have completed everything up unto the point at which you test the service method for the first time (Step 1...
1 Answer
Geneva Cleland Last activity on 4/24/2024 1:48:02 PM by Mark Sayers

Adding Work via Workspace Rules

I am unable to automatically add items to a workspace via workspace rules. I have several tickets that should be getting added to workspaces when they are updated, but they only seem to add when I manually run the add rule.
In line with this ...
1 Answer
Naseem Benjelloun Last activity on 4/24/2024 1:29:15 PM by Mark Sayers

Adding images to workflow Notification steps

Hi,
Is it possible to add an image to the Notification email sent out via a Notification step in a workflow? We'd like the notification to include our logo and were wondering if it's possible.

Thanks,
Erin
1 Answer
Erin Tramble Last activity on 4/24/2024 11:02:44 AM by Mark Sayers

CSS for /TDMobile

Hello, where in TDAdmin do we find the Styles for /TDMobile?
We want the branding to match our university colors, etc. like TDNext and TDClient.
1 Answer
Scott Cory Last activity on 4/24/2024 11:01:21 AM by Mark Sayers

Ticket Search Date Range

Using the API: ... /TDWebApi/api/{appId}/tickets/search
What would send in the JSON body to return only tickets created in the past 45 days?
"CreatedDateFrom":" {{today's date}} - 45 days " < replace with correct value
1 Answer
Scott Cory Last activity on 4/24/2024 9:04:09 AM by Mark Sayers

API access to users

Need help with the correct elevation settings to use to allow a outside company use our APIs to use there ticketing system to update ours. Currently a user setup with Enterprise access in Sandbox cannot use the API's and gets access error pictur...
1 Answer
Matthew Thompson Last activity on 4/24/2024 8:58:47 AM by Mark Sayers

Resending a Project Survey

Hi, is it possible to resend a request for a project survey? Or send a reminder to complete the project survey? We would like to increase our survey response rate. Or if there are other ways to do this, please share. Thank you,
Kathy
1 Answer
Kathleen Flaherty Last activity on 4/23/2024 3:31:39 PM by Mark Sayers

Definitions, or Lack Thereof.

Why is there no page with definitions for all aspects of Forms and Flows? I am looking for the difference between Button - Action and Button - Primary Submit, or really any of the other Button - Options and I can't find anything.
1 Answer
Erik Hoag Last activity on 4/25/2024 9:21:18 AM by Mark Sayers

Which tickets a technician has viewed within a set timeframe

We are trying to generate a report showing which tickets a technician has viewed in a given timeframe. A ticket has Read By information. Is there a way to collect this information in a report? Thanks!
1 Answer
Joshua Warth Last activity on 4/23/2024 2:17:47 PM by Mark Sayers

Feature request: audible alerts for new, incoming unassigned tickets

This would be a valuable addition to the features for those who have many apps open and could benefit
by an audio alert just like in Outlook.
1 Answer
Steve Jensen Last activity on 4/23/2024 1:10:25 PM by Brittany Renn

My Assigned tickets

Hi,
Is there a limit on the number of tickets showing in 'My Assigned Tickets' ? If there is any limit, what is it and Can we increase it?

Thank you,
Nav
2 Answers
Navjot Bhatoa Last activity on 4/23/2024 1:32:28 PM by Navjot Bhatoa

Project Administrator unable to assign tasks.

This is probably a stupid question, but I have a project administrator that can create a project and create tasks, but is unable to assign them.
I looked at their security profile and I'm not able to find the line that gives them access to ad...
1 Answer
Mathew Chandler Last activity on 4/23/2024 12:26:19 PM by Mark Sayers

Administrators in our environment

Hi,
We were wondering about all the TDX administrators in our system. Are they all still involved?
1 Answer
Sheila McBride Last activity on 4/23/2024 9:15:38 AM by Mark Sayers

TDX Integration Account?

Good morning. Can you point me to any documentation on the "TDX Integration Account" that is specified for an Admin Service Account?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/22/2024 12:50:52 PM by Mark Sayers

TeamDynamix Mobile App preview?

I missed the recent conference on TDX mobile app. Where can I find a recording or any info on it?
1 Answer
Cole Baker Last activity on 4/22/2024 9:18:52 AM by Mark Sayers

Can Service & System Accounts be filtered out

Hi. We have some technicians wanting the automation service account to be filtered out of ticket feeds to reduce unnecessary noise. Is there a way to do this? Will this be in the 11.9 release?
Thanks!
1 Answer
Joshua Warth Last activity on 4/19/2024 11:29:38 AM by Mark Sayers

api endpoints in TeamDynamix are rate limited?

One thing I noticed is that the api endpoints in TeamDynamix are rate limited. Would this be is configurable?
Invocations of this method are rate-limited , with a restriction of 60 calls per IP address every 60 seconds .
https://pv...
1 Answer
Matthew Thompson Last activity on 4/19/2024 11:34:12 AM by Mark Sayers

Task Reminder Notifications

I would like to ask if there is a best way to send reminders for pending tasks on tickets. I am thinking of creating a report for each task that will list all open tasks of a particular type and send to the responsible parties if the tasks have n...
1 Answer
Anderson Hanchett Last activity on 4/19/2024 9:40:54 AM by Mark Sayers

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