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.
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Edit Standard Field Setting
Hello,
We recently went in and created ~120 forms using a template form. I only just realized that a couple of the fields in the template form had custom help text assigned to them. These fields are standard fields in TDX such as Acct/Dept an...
We recently went in and created ~120 forms using a template form. I only just realized that a couple of the fields in the template form had custom help text assigned to them. These fields are standard fields in TDX such as Acct/Dept an...
1 Answer
Riley Fay
Last activity on 4/3/2024 10:57:54 AM by Brittany Renn
Types: Number in type category does not equal number in types
In TDAdmin, I see a type category has four types. Also, in TDAdmin, I go to the types area and sort by category and see only two. It looks like I'm not excluding anything with the default search. Where are the two missing types?
1 Answer
Greg Van De Mark
Last activity on 3/22/2024 12:17:01 PM by Mark Sayers
Copying Forms Question
Hello,
I am trying to copy a specific form in TDAdmin and only certain forms are showing up in the list that I can copy from. Is there a setting that I'm missing? I've attached an image with the highlighted form in the background being the on...
I am trying to copy a specific form in TDAdmin and only certain forms are showing up in the list that I can copy from. Is there a setting that I'm missing? I've attached an image with the highlighted form in the background being the on...
1 Answer
Using Custom Forms on Client Portal
Hello,
We are in the process of building out our Service Catalog and are creating custom forms in TDAdmin to assist under TDAdmin > Applications > Tickets > Forms. However, when working in the Service Catalog, I don't see all of the ...
We are in the process of building out our Service Catalog and are creating custom forms in TDAdmin to assist under TDAdmin > Applications > Tickets > Forms. However, when working in the Service Catalog, I don't see all of the ...
1 Answer
Riley Fay
Last activity on 8/14/2023 9:06:05 AM by Mark Sayers
Roles and/or Permissions
Hello...is there role that can be assigned to users like "agent" or "technician" that can access TDNext and a role for everyone else to access TDClient? If not, is it just granting the user access to either TDNext, TDClient, or TDAdmin? For eithe...
1 Answer
Michael Rodriguez
Last activity on 8/8/2023 9:03:57 AM by Mark Sayers
Desktop created in TDAdmin: make public?
One of the latest enhancements of making desktops created in TDAdmin linked so that we don't have to manually roll out desktop changes to everyone is wonderful. I want to make those desktops public, but https://solutions.teamdynamix.com/TDClient...
1 Answer
Greg Van De Mark
Last activity on 3/16/2023 4:53:28 PM by Brittany Renn
Custom location attributes
In the latest version of TDX, you can apprently create a custom location attribut that allows you to use "location" on a form more than once. For the types, we have "location" and "location and room". How are these supposed to work? If I use both...
1 Answer
David Mitchell
Last activity on 9/23/2022 10:23:57 AM by Mark Sayers
Audit Log for Viewing Attachments on Tickets
Hello,
As our organization uses TDX with ePHI bound by HIPAA, we have several protected attributes that we use. But attachments don't seem to have any protection functionality. Is there a way to audit in TDX who viewed or downloaded an attach...
As our organization uses TDX with ePHI bound by HIPAA, we have several protected attributes that we use. But attachments don't seem to have any protection functionality. Is there a way to audit in TDX who viewed or downloaded an attach...
1 Answer
Anthony Nave
Last activity on 3/23/2022 9:36:21 AM by Mark Sayers