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General QuestionsUnable to add new locations
Hello, I've double-checked to make sure that I am an administrator of our TDX Environment as well as the appropriate Asset app, but I can't seem to add locations to our environment. Is there something I'm missing? In the admin center -Organizatio...
1 Answer
Dylan Quast
Last activity on 1/26/2024 9:29:35 AM by Mark Sayers
Project Status Report
Can I run the project status report for an individual plan? I have multiple plans in one project and I would like a similar report to the project status report but broken out by each plan. Alternatively, I would love to move a plan over to a new ...
1 Answer
Steve Pereira
Last activity on 1/25/2024 3:41:39 PM by Mark Sayers
Report to pull range value based on current day and Date Picker custom attribute value
Hello,
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...
1 Answer
Tanner Grubbs
Last activity on 1/25/2024 3:27:34 PM by Mark Sayers
Specify array size in form
Is there a way to specify the full array of results when setting a flow result expression ? I can only get it to grab 1 single result as a choice in a drop down list using a group in my flow vs setting form choices in a flow.
2 Answers
Matt Hoadley-Jager
Last activity on 1/25/2024 2:09:45 PM by David Tod
Passing table values from flow to form
Hi, So I'm trying to pass multiple values to my form. I know that you can do this by setting a table or form choices in the flow with the properties being named text and value, but that only allows for 2 possible values and i want more than 2. Is...
1 Answer
Matt Hoadley-Jager
Last activity on 1/25/2024 11:07:20 AM by David Tod
Clear or Force Updating the Required Type Field
We've implemented new Type categorization. We have a generic Type that we use as a placeholder for email intake. We would like our staff to always update the Type on the ticket after submission. Is there a way to force our staff to update this fi...
1 Answer
Julien Rossow-Greenberg
Last activity on 1/25/2024 11:26:31 AM by Mark Sayers
notification Templates
Hello!
Anyone know how I can get the default notification templates? I made a change to 2, and I my need to revert back.
Ticket Created (Requestor)
Ticket Created (Ticketing User)
Anyone know how I can get the default notification templates? I made a change to 2, and I my need to revert back.
Ticket Created (Requestor)
Ticket Created (Ticketing User)
1 Answer
Michael Rodriguez
Last activity on 1/25/2024 9:09:11 AM by Mark Sayers
Get Ticket Status Endpoint Issue
.../TDWebApi/api/{appId}/tickets/statuses/{id} is not found
I tried using a webhook and Postman with our appId and a ticket ID in the URL varilables
I tried using a webhook and Postman with our appId and a ticket ID in the URL varilables
2 Answers
Scott Cory
Last activity on 1/24/2024 6:20:55 PM by Scott Cory
IPaaS Flow Not Visible in TDX Workflow
I am following the steps in the " Creating a TDX CWorkflow Trigger in IPaas ," and I have done this several times, but I can't seem to get the IPaaS flow visible in the TDX Workflow
https://app.screencast.com/cOZ5txWx3wOG6
Can you point...
https://app.screencast.com/cOZ5txWx3wOG6
Can you point...
1 Answer
Tevis Boulware
Last activity on 1/24/2024 2:41:40 PM by Mark Sayers
TDNext Tickets Opening on Client Portal
Hello,
I have a student worker is having an issue where every time he clicks a ticket on his TDNext desktop, it is opening up in the client portal. For other student workers (and myself), the tickets just open up on TDNext like they should. A...
I have a student worker is having an issue where every time he clicks a ticket on his TDNext desktop, it is opening up in the client portal. For other student workers (and myself), the tickets just open up on TDNext like they should. A...
2 Answers
How to enter new line in an email message
I have an iPaas flow that emails a list of successful transactions to a recipient. The list is being generated in the flow as transactions are processed. I have added an "alt-enter" (hold alt down and press enter key) at the end of each transac...
2 Answers
Michael Olson
Last activity on 1/24/2024 10:19:21 AM by David Tod
Username changes via import
Hello,
About 700 personal email addresses where imported under the heading of "username" in a very large import (100,000) from with TDAdmin. I made the correction in the import file for the 700 with the school email in the "username" column....
About 700 personal email addresses where imported under the heading of "username" in a very large import (100,000) from with TDAdmin. I made the correction in the import file for the 700 with the school email in the "username" column....
1 Answer
Michael Rodriguez
Last activity on 1/24/2024 9:08:10 AM by Mark Sayers
Adding Location Field to Ticket Creation Email Notification
Hello,
We are trying to add the location field from our tickets into the "ticket created" email notification for our ticketing users but we are running into issues. Would someone be able to tell us how we could accomplish this?
We are trying to add the location field from our tickets into the "ticket created" email notification for our ticketing users but we are running into issues. Would someone be able to tell us how we could accomplish this?
2 Answers
Is there a way to clone or copy a ticketing app?
We're starting to plan going enterprise with TDX. It would be nice to be able to set up some common services and forms and then be able to clone the ticketing app for each new department.
1 Answer
Sheila McBride
Last activity on 1/23/2024 11:22:39 AM by Mark Sayers
TDX, DocuSign, and iPaaS
Hi! Below is a question I asked regarding using to TDX for performance review. While there are other tools made for this, I am stuck with a PDF from HR I must use. So taking into account what was mentioned in the last answer and whatever integrat...
2 Answers
Michael Rodriguez
Last activity on 1/24/2024 4:37:32 PM by Mark Medaugh
Remove User Access to Desktop
Is it possible to remove a user's access to a desktop without deleting the template?0
I've removed TDNext access and technician license so the user cannot get to the desktop, but we would like to also remove the user's access to the desktop.
I've removed TDNext access and technician license so the user cannot get to the desktop, but we would like to also remove the user's access to the desktop.
1 Answer
Percevial Murphy
Last activity on 1/22/2024 11:05:44 AM by Mark Sayers
People Import
Can someone tell how TDX matches users when a import occurs and user is already in the system for update?
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
1 Answer
Michael Rodriguez
Last activity on 1/22/2024 10:08:29 AM by Brittany Renn
Reporting on Open Child Tickets
In case I'm missing it, is there a way to report on only active or open child tickets of a parent? I want to query for a subset of releases and see at a glance how many of them still have child tickets that have not been resolved/closed/cancelled...
1 Answer
Will Schultze
Last activity on 1/22/2024 10:01:07 AM by Brittany Renn
TDX main page
Hello I have a quick question, I was wondering if there is any way to edit or remove the Sign-In page I have included a screenshot for reference on which page I am talking about.
1 Answer
Ryan Turner
Last activity on 1/22/2024 9:37:56 AM by Mark Sayers
Loading Expenses to Projects via Import or API
Is there a way to load expenses to projects via import or an API call? I didn't see an option for this when I looked at the API documentation, but wanted to check if it was a matter of me just looking for the items by a different name or in the w...
1 Answer
Corrine Knox
Last activity on 1/22/2024 9:34:34 AM by Mark Sayers
Macro
Hi,
Within a Form I have a singular flow with a parameterized switch which then returns a template for use within the form based on which action is taken on the form. This cuts down how many flows are created for a form when trying to make it...
Within a Form I have a singular flow with a parameterized switch which then returns a template for use within the form based on which action is taken on the form. This cuts down how many flows are created for a form when trying to make it...
2 Answers
Alex Haberer
Last activity on 1/19/2024 3:48:12 PM by Miles Bagwell
Can "Search Users" Action/Method Results Be Limited by Group Membership?
Does anyone know of a way to restrict the results of the "Search Users" action from the iPaaS TDX Common connector to either just members of one or two groups or prevent users from a specific group from appearing in the results? I know this can b...
2 Answers
Corrine Knox
Last activity on 1/19/2024 10:04:19 AM by Mark Sayers
Assignment Metrics
I am looking to see if there is a metric report that i can run to find incidents that were assigned to a a particular group, but not necessarily still assigned to that same group. e.g. If a ticket moves around from group A to group B to group C, ...
1 Answer
Aleasha Sawyer
Last activity on 1/18/2024 3:17:54 PM by Mark Sayers
Project Initial Hours Calculation
Hi,
Can you explain how the "initial hours" field in projects and project reporting are calculated?
Thanks
Can you explain how the "initial hours" field in projects and project reporting are calculated?
Thanks
1 Answer
Kim Rathbone
Last activity on 1/17/2024 4:27:49 PM by Brittany Renn
Information Deleted from Sandbox
Hello we recently created a process for change management in our Sandbox environment, which consisted of a new category and form and new attributes as well as a workflow and an automation rule to direct that ticket to the correct group. We tested...
1 Answer
Ryan Turner
Last activity on 1/17/2024 12:11:51 PM by Mark Sayers