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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Traversing the Asset Tree

I'm looking into the possibility of using the WebAPI to traverse an Asset's relationship tree, specifically between itself and other assets
Based on my research, it is not possible to see or edit relationships between assets using the WebAPI....
1 Answer
Harrison Fleisher Last activity on 4/8/2024 4:41:59 PM by Mark Sayers

Testing new asset app only shows 300 items

I have imported 900 items into a new asset app. When clicking assets to view all, it only lists (300). I tried searching and it seems all are in there. Any idea why it only lists 300 max, and what is the best way to get a view of all assets?
1 Answer
Matt Cook Last activity on 4/3/2024 4:07:27 PM by Mark Sayers

Technology Acceptance Form

We currently utilize Adobe Sign to send forms to our users to sign a form that states they received a piece of technology equipment and that they will be fully responsible for it. Is there a way to implement this type of "check out" process withi...
1 Answer
Thomas Dominguez Last activity on 3/14/2024 2:55:55 PM by Mark Sayers

TDNext Asset Importer - Assigning Owner via OrgID

Is there any way to assign the owner through asset import off of a simpler field? It is nearly impossible to generate the format that the importer wants for owner by pulling data from other systems and I'd like to just use the person objects Orga...
2 Answers
Justin Rasmussen Last activity on 4/11/2024 11:23:54 AM by Sonya Martin

Create relationship between Projects and Assets

We would like to create many-to-many relationships between Projects in our Project Planning Module and Assets in our Application Portfolio, so that we can support our security team is assessing applications in a timely manner that supports decisi...
1 Answer
Skye Swoboda-Colberg Last activity on 1/10/2024 1:42:22 PM by Mark Sayers

Preventative Maintenance

We're looking to do regular preventative maintenance with a facilities group using the ticketing and assets apps. For example, monthly fire extinguisher inspection in a building.

Would you start from a ticket, and if so, how?

For exampl...
1 Answer
David Tod Last activity on 12/19/2023 1:40:31 PM by Mark Sayers

Restoring a deleted Asset?

There is an asset in our Asset/CI app that was deleted accidentally. It's in the Deleted Asset/CI section in the Admin console. Is there anyway to restore this asset without rebuilding it?

1 Answer
Eugene McGeehan Last activity on 11/15/2023 11:50:48 AM by Mark Sayers

Ticket + Asset Reports

I'm looking to create a report that will give me a column with a ticket ID and a column with the Assets associated to that ticket. Oddly enough this doesn't seem to be possible. I've created many reports but don't seem to be able to make ...
1 Answer
Carl Amlin Last activity on 11/14/2023 4:10:19 PM by Mark Sayers

Model list based on Type or Manufacturer

Creating custom asset forms - If I have a form for Laptops and a form for Printers - can the list of manufacturers and models be tailored based on the form (or at the manufacturer level?) currently when I add a printer - and then select "HP" bot...
1 Answer
Gary Sheldon Last activity on 9/21/2023 2:55:52 PM by Brittany Renn

Asset Import - multi-value attributes

Can you import an attribute that can have multiple values, e.g.

if so, what's the format of the value in the import file?
2 Answers
David Tod Last activity on 9/15/2023 9:55:39 AM by Mark Sayers

Excel Add-in reports for asset reports

When using the Excel add in I can only see ticket reports. Is it possible to have the excel add in pull asset reports?
1 Answer
Thomas Couperthwaite Last activity on 6/2/2023 11:06:38 AM by Mark Sayers

Asset/CI Ticket Attribute

I am looking for KB articles or information on the Asset/CI Attribute.
I have an asset application that isn't showing up for this attribute when I go to put it on a Ticket Form.
2 Answers
OU ITSM Team Last activity on 2/23/2023 4:45:10 PM by OU ITSM Team

Asset/CI on Ticket Template

Is there a way to to define assets/cis for a ticket template. I know it can be added at the schedule settings, but our users would like to have it applied to a template they will manually apply. I've tried adjusting the form that is used and th...
1 Answer
Bill Harlan Last activity on 2/2/2023 9:28:32 AM by Mark Sayers

Asset Relationship imports

We are moving from a homegrown system into TDX for Asset Management. The current system supports the use of dependencies at an And/Or level. Or is used for multiple dependencies. What I am wondering is if there is a way for us to use the External...
1 Answer
David Robertson Last activity on 12/15/2022 10:57:40 AM by Mark Sayers

Duplicate assets using Excel Import

We are feeding some server information over into TDX using Sassafras, but I want to upload some additional information for the servers that can't be gathered using Sassafras. We don't have service tags for servers and only have serial numbers fo...
1 Answer
Susan Galvin Last activity on 12/8/2022 1:17:51 PM by Brittany Renn

Asset update via Asset Import form- Parent field

I have a user attempting to update multiple Assets using the Asset Import form and we noticed that under the "Parent" field, it will not accept any Name or Service Tag, it will only allow us to use a Serial Number in this field. Is there anyway f...
1 Answer
Tibi Ruiz Last activity on 11/15/2022 9:00:29 AM by Mark Sayers

Asset Fields

When you click on the CMDB tab in TDNext, and then click on Assets, you will be shown a list of assets (up to 300). I have an Enterprise user that is wondering if it is possible to add additional fields to the ones displayed when you click on As...
1 Answer
Mathew Chandler Last activity on 11/9/2022 4:21:39 PM by Mark Sayers

Bulk Update an Asset Without Changing Status?

We recently added a custom attribute to all of our assets, and now we're trying to do a bulk update using the Asset Import xlsx spreadsheet.
However we don't want to alter the 'Status' of the assets, and that seems to be a required fi...
1 Answer
Nathan Ignatz Last activity on 10/7/2022 1:15:05 PM by Mark Sayers

How is the asset ExternalSourceName attribute used?

How is the asset ExternalSourceName attribute used within TDX?
1 Answer
Gregory Baboolal Last activity on 10/7/2022 12:25:28 PM by Mark Sayers

Two KB Articles on a Ticket

Does anyone currently have a way they incorporate two KB Articles on a ticket? We are looking for a way to post both an internal facing KB Article with a client facing KB Article on the same ticket. One thought we had was to use the KB Article ...
1 Answer
Nick Pearson Last activity on 9/28/2022 11:43:23 AM by Mark Sayers

Bulk Asset Import API (Custom Attributes)

Following this documentation, here is the payload that I am sending to the /assets/import endpoint:
"Items": [
"SerialNumber": "ABCDE",
"ExternalID": 1234,
1 Answer
Daniel Hammond Last activity on 7/20/2022 10:56:45 AM by Mark Sayers

Asset Forms

I have created some new asset forms for our CMDB, but they do not appear to be selected when someone clicks on +Asset.
What do I have to do so that they appear and can be used?
1 Answer
Mathew Chandler Last activity on 6/28/2022 1:28:48 PM by Mathew Chandler

Asset Form Field Dependency on Status

Is it not possible to add a dependency on a field based on an asset's status type?
In this case, I would like a 'Damage Description' text box to appear on the default asset form if an asset is entered with a 'Damaged' status type. But when tr...
1 Answer
Nathan Ignatz Last activity on 6/15/2022 12:39:05 PM by Christasia Bloom