Questions

Trigger/Calling iPaaS flows from other iPaaS applications

Hi, presently I can call an iPaaS flow inside another flow within the same application using the Call method but is there a way to call or trigger a flow that rests in another iPaaS application?
1 Answer
Eric Poitras Last activity on 6/4/2024 9:38:50 AM by Mark Sayers

Mobile App

Hi there,
The Teamdynamix Mobile app is now showing in the Apple App Store and Google Play store. Some of my tech's have downloaded it and are asking for our Instance ID. Where can I find it?
Thanks,
Teresa
1 Answer
Teresa Amos Last activity on 6/3/2024 11:46:03 AM by Mark Sayers

Limit on number of tasks in a waterfall plan

WIthin the PPM tool and using a waterfall plan, is there a limit on how many tasks can be associated with an individual plan? If so, what is the limit?
1 Answer
Leslie Czeck Last activity on 5/31/2024 11:30:27 AM by Mark Sayers

Emails from notify@teamdynamixapp.com

Hello,
Several of our technicians have complained about the number of emails they are receiving from TDX. They report they consistently get 2 emails about the same ticket and one of them forwarded me the 2 emails below as samples.
The fi...
1 Answer
James Moyle Last activity on 5/30/2024 4:43:35 PM by Brittany Renn

Email Error: Unable to load email message. Platform Email Id '1582', Email Id: 'Unknown'.

We get this email about a hundred times every minute. They're non stop. Not sure what we need to do to fix the issue. If someone could assist, it would be appreciated. Thank you!
the body text includes...

"The attached message was sen...
1 Answer
Sean St. Pierre Last activity on 5/30/2024 1:56:59 PM by Mark Sayers

Notification template possibly

Hi all,
User mentioned they could not click on ticket number from a custom notification template. I verified this worked in the past. I created a test ticket and tested it myself with a standard account I created, and I can not access the tic...
1 Answer
Michael Rodriguez Last activity on 5/30/2024 1:40:59 PM by Mark Sayers

Time Report Rejected Notification Template Update

Is there a location where the Time Report Rejected notification template can be updated? There is a section for Time Report Notification Templates, but it only includes the Time Report Due and Time Report Overdue templates.
1 Answer
Corrine Knox Last activity on 5/29/2024 2:30:10 PM by Mark Sayers

How Do I enable a Form Submit Acknowledgement page

I am basically trying to recreate the same page you'd see creating a ticket using the client portal but for ipaas forms, that includes a link to view the ticket you created, and a link to submit another request of the same type.
I created a t...
1 Answer
Peter Dawes Last activity on 6/26/2024 4:03:53 PM by Mark Sayers

Pulling information on Child tickets from an existing Parent through API/IpaaS

I'm trying to build a workflow in IpaaS that involves a step where it checks a parent ticket, then determines the current status of the child tickets attached to it. However, this doesn't seem to be inherently possible. When pulling the ticket JS...
1 Answer
Chance Binder Last activity on 7/22/2024 4:53:58 PM by Mark Sayers

Where is the Signature Template in TDADMIN

Hello, the 11.9 release notes state "Administrators can set technician signatures within TDAdmin, and set up a technician signature template tag in notification templates".
I can't find this operation in TDAdmin. Can you point me in the righ...
1 Answer
Tevis Boulware Last activity on 5/28/2024 12:16:16 PM by Tevis Boulware

Preventing Invalid Time Entries

Is there any way to prevent invalid time entries from being created? In testing, we have found that people can enter negative time or enter more than 24 hours in a single day.
While I know that the supervisors can reject these time entries, i...
1 Answer
Corrine Knox Last activity on 5/29/2024 10:33:29 AM by Mark Sayers

How to remove Milestones from PPM buisness case

I am having difficulty removing the Milestones tab from the PPM business case.
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...
1 Answer
Timothy Mellin Last activity on 5/28/2024 10:13:04 AM by Mark Sayers

Web Service Post

Hi,
I'm doing a web service ( https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4346/edit ) to create a ticket from IT ticketing to HPC ticketing. It failed. https://support.einstei...
1 Answer
Sheila McBride Last activity on 5/28/2024 9:39:07 AM by Mark Sayers

Populating ticket data based on a user query

For employee separation tickets, I want to populate certain fields based on the employee name selected in the ticket - which is a Person type field. For example. I have ticket attributes for Employee Initials, Job Title, and Start Date. and for ...
1 Answer
Gordon Dunlap Last activity on 5/28/2024 9:35:07 AM by Mark Sayers

Email Report Delivery Customization

I am editing the notification templates. I notice there is a way to edit notifications for briefcase, projects etc as well as ticketing application notifications. Is there a way that when you have a report that has an email delivery that you coul...
1 Answer
George Pink Last activity on 5/28/2024 9:32:08 AM by Mark Sayers

Viewing tickets on workspace calendar

Hello!
I've added a handful of tickets to a workspace as a way to group these tickets together and plan the upcoming work. These tickets each have start and due dates set and can be visually displayed in the Timeline view. The timeline view i...
1 Answer
Sam Fischer Last activity on 5/28/2024 11:35:57 AM by Brittany Renn

Viewing Ticket Tasks from Client Portal

Is there a way to make ticket tasks viewable from the Client Portal? We are using ticket tasks pretty heavily and our clients would like to be able to track the progress of those from the client portal, as a way to monitor the overall progress of...
1 Answer
Kathy Pauley Last activity on 5/28/2024 9:05:48 AM by Mark Sayers

TypeID Inaccurate

I have a Condition in a workflow that is referencing the "TypeID" value to determine if the person is a User or Customer.

https://solutions.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Users.UserType

However, a recent ...
2 Answers
Scott Cory Last activity on 5/28/2024 12:33:46 PM by Scott Cory

Is there any way to debug script elements in flows

I need to debug a script element in an iPaas flow but have been unable to find any way to get data out of the script (excluding the result). Are there any methods or functions that can be used to present the values of variables in the script (li...
1 Answer
Andrew Moody Last activity on 6/26/2024 3:56:57 PM by Mark Sayers

Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools

Hi there,
We are looking at trying to connect our TDX instance to PowerBI.
Is TDX working on a Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools? We are currently using the commun...
1 Answer
Samuel Jones Last activity on 6/5/2024 9:37:17 AM by Michael Ligouri

Removing a ticket connected to a KB article through the KB

Hi,
Is there a way to remove a ticket connected to a KB through the article rather than the ticket?
Thanks!
1 Answer
Joshua Warth Last activity on 5/23/2024 12:33:55 PM by Mark Sayers

Project by Resource filtered by Functional Role showing resources not assigned the selected functional roles

Hi,
I'm using the Projects by Resource report under the Analysis tab to show which projects 3 specific functional roles are assigned to. However, in the past few months there are 3 resources who are showing up on this report who aren't assign...
2 Answers
Kim Rathbone Last activity on 5/23/2024 12:40:08 PM by Kim Rathbone

Disaster Recovery Process

I am looking for information of your Disaster Recovery Process.

Thank you,
Jason.
1 Answer
Jason Heaton Last activity on 5/23/2024 9:37:58 AM by Mark Sayers

iPaaS Form Respondent Data

Does the form link contain information about who the expected respondent is?
I have a flow that sends a form link. One run sent it to a distribution group. The respondent information had the distribution group name and email rather than the i...
1 Answer
David Gillespie Last activity on 5/22/2024 3:42:44 PM by Mark Sayers

Date/Time Picker in Card Wall?

Is there not a date/time picker when using the card wall? Do I have to type in the date on the Start/End attribute?
1 Answer
Zack Cameron Last activity on 5/21/2024 4:57:00 PM by Brittany Renn

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