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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Link Ticket Types to KB Articles

Hi,
Does there currently exist a way to link either KB Articles or KB categories to a ticket type? So that when a ticket of a certain is created there is immediately related articles shown along the side panel under the user information or a ...
1 Answer
Peter Soto Last activity on 2/27/2024 1:45:36 PM by Mark Sayers

Can knowledge articles be exported?

We're in a hosted TD environment, and I was wondering whether knowledge articles can be exported en masse using iPaaS or web calls?

Thank you,
1 Answer
Kay Masters Last activity on 2/9/2024 3:56:13 PM by Mark Sayers

KB Styling

Is there a way to add styles to a KB article? The <style> tag is explicitly forbidden in the global html allowlists configuration, but it would be extremely redundant to add the same style to every element in a list. And the portal styles p...
1 Answer
David Tod Last activity on 12/1/2023 12:34:00 PM by Brittany Renn

Knowledge Base Security - Approvers/Publishers

Hopefully a quick question!
We have a number of approvers/publishers setup in a role. Is there a way for that role to be able to approve/publish just the articles their GROUP owns? I saw some security around edit, but was curious our option...
1 Answer
Adam Petrea Last activity on 7/25/2023 2:12:57 PM by Brittany Renn

Knowledge Base Article for End Users of OneDrive Integration

I recently received a request for end user instructions for our TDX OneDrive Integration and was surprised I couldn't find a resource in this Knowledge Base. I do see the KB for configuring the integration, but not for end users. Is this someth...
1 Answer
Tianna Jensen Last activity on 4/25/2023 1:17:02 PM by Brittany Renn

knowledge base: integrating a process library (adding many internally-focused articles to an externally-focused application)

Has anyone integrated articles into TDX where only people behind the curtain can see them? We have a couple - things that customers can't do for themselves due to such things as needing local admin rights. Now we are thinking about broadening thi...
1 Answer
Greg Van De Mark Last activity on 2/21/2022 10:39:34 AM by Mark Sayers