Questions
Categories View All Categories
General QuestionsHave a User with Type "Contact"
Hi,
I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?
I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?
1 Answer
Sheila McBride
Last activity on 1/16/2024 1:28:24 PM by Mark Sayers
Report Showing Attribute Values
Hi Mark,
Please see the attached.
Please see the attached.
1 Answer
Sheila McBride
Last activity on 1/16/2024 12:39:11 PM by Mark Sayers
Past Date/Time Attrubute
The date/time attribute only allows a date/time in the future. Is there a way to set a date/time attribute of an event that ocurred before the time a ticket is created?
2 Answers
Scott Cory
Last activity on 1/16/2024 12:48:02 PM by Scott Cory
Limited access for contractor
We have a contractor who supports a single service. Since other aspects of the service belong in our main ticketing app, we are not interested in creating a unique app for these external techs. We do not want to have outside parties having access...
2 Answers
Nate Burt
Last activity on 3/22/2024 10:33:43 AM by John Adams
Technician Dashboard
I am following the KB artcile about Designing a Ticket Dashboard ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=156092 ).
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...
2 Answers
Darin Waldrop
Last activity on 1/16/2024 3:03:03 PM by Darin Waldrop
Actual Hours Report
Does the task time roll up into the ticket time on the actual hours report?
1 Answer
Annette Howard
Last activity on 1/12/2024 2:00:59 PM by Brittany Renn
iPaaS Connector Problem
In iPaaS I made a new connector using the standard REST API Service connector. The new connector uses a Generic OAuth 1 credential. If I use action that has no parameters and doesn't pass anything in the body it works successfully. But when I...
2 Answers
Cory Morgan-Berg
Last activity on 1/11/2024 6:04:45 PM by Mark Medaugh
Service Manager / Owner visibility on client portal
Is there a way to make the service owner visible on a service page?
1 Answer
David Tod
Last activity on 1/11/2024 11:48:27 AM by Mark Sayers
Do the TDX Notification Templates have an ID?
It seems every element in TDX has a unique id but I am unable to find this for the TDX Notification Templates. Maybe if I explain what I am wanting to do it would make more sense. I am trying to figure out how to RESEND notifications from IPa...
1 Answer
Darla Bury
Last activity on 1/11/2024 11:31:06 AM by Mark Sayers
Ticket Reminders
Hi,
Before I create a series of reports for our techs, is there already something built in that will remind techs of outstanding tickets? I see that exists for project tasks.
Thanks,
Sheila
Before I create a series of reports for our techs, is there already something built in that will remind techs of outstanding tickets? I see that exists for project tasks.
Thanks,
Sheila
1 Answer
Sheila McBride
Last activity on 1/11/2024 9:42:39 AM by Mark Sayers
Related Asset Application
When creating a service, is there a way to set the related asset application as a setting rather than (in addition to) in the service form? i.e. as a property of the service catalog, so that services end up in a specific asset application by defa...
1 Answer
David Tod
Last activity on 1/10/2024 2:07:44 PM by Mark Sayers
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
Privileged-Access Management Process
Hi,
Have any other TeamDynamix-using organizations used TeamDynamix to create a privileged-access management process? We're getting read to build one, but would like to have some ideas.
Best,
Sheila
Have any other TeamDynamix-using organizations used TeamDynamix to create a privileged-access management process? We're getting read to build one, but would like to have some ideas.
Best,
Sheila
1 Answer
Sheila McBride
Last activity on 1/10/2024 11:18:44 AM by Mark Sayers
People Import - Groups
Hi!
Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?
Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?
1 Answer
Michael Rodriguez
Last activity on 1/10/2024 10:35:29 AM by Mark Sayers
Reports not able to filter on custom attributes with dependencies?
I'm trying to create a report for using an onboarding form, and who is requesting hardware, which is done with a custom attribute on that form.
In the report I'm filtering by the form and I would like to also filter out for a selection on tha...
In the report I'm filtering by the form and I would like to also filter out for a selection on tha...
1 Answer
Nathan Ignatz
Last activity on 1/10/2024 10:32:47 AM by Mark Sayers
Users Import Job Question
Hello,
Our import job for users had been running fine for quite a while until early December when it suddenly stopped. We can't figure out any reason as to why. We've tried restarting the server where the file TDX uses lives but that hasn't r...
Our import job for users had been running fine for quite a while until early December when it suddenly stopped. We can't figure out any reason as to why. We've tried restarting the server where the file TDX uses lives but that hasn't r...
1 Answer
Values in "contains" field
Hi,
I'm building automation rules to pick up key words from a description field. How must the sought-after values be formatted?
Right now, I have them listed with commas, but the rule is not catching them.
I think you're going to say...
I'm building automation rules to pick up key words from a description field. How must the sought-after values be formatted?
Right now, I have them listed with commas, but the rule is not catching them.
I think you're going to say...
1 Answer
Sheila McBride
Last activity on 1/9/2024 3:25:30 PM by Mark Sayers
Updating Project Manager via API
Is it possible to update the Project Manager via the API? I've tried both the Patch Project and Update Project methods and receive a success response to the call, however, the project is not actually updated.
We are using a placeholder record...
We are using a placeholder record...
1 Answer
Corrine Knox
Last activity on 1/9/2024 3:01:51 PM by Mark Sayers
Project Status not displaying
Hi,
I have entered a number of project status options for our PM team to choose from when they update a project. However some of them do not appear as an option to select from within the project. I have the project status set to active and...
I have entered a number of project status options for our PM team to choose from when they update a project. However some of them do not appear as an option to select from within the project. I have the project status set to active and...
2 Answers
Michael Horn
Last activity on 1/22/2024 1:18:29 PM by Michael Horn
Due Dates vs SLAs
We are looking to implement 15-day due dates for Software and Hardware type tickets and report on overdue tickets.
I would like to ask the community if it in their experience it is better to use SLAs based on type or add due dates to ticketin...
I would like to ask the community if it in their experience it is better to use SLAs based on type or add due dates to ticketin...
1 Answer
Anderson Hanchett
Last activity on 1/10/2024 12:34:31 PM by Brittany Renn
Migrating from Microsoft Project to TDX
Hello,
Our organization is currently migrating from Microsoft Project to TDX. Is there any kind of API or import process to avoid us having to recreate these manually?
Our organization is currently migrating from Microsoft Project to TDX. Is there any kind of API or import process to avoid us having to recreate these manually?
1 Answer
Ryan Folks
Last activity on 1/9/2024 11:51:17 AM by Mark Sayers
Ticket History Report - does not seem to be working properly
Hello,
I have used the Ticket History report for a couple of years. It seems to be working differently and incorrectly since the recent upgrade.
The totals seem to be the same for several different date ranges that I enter so I ran a rep...
I have used the Ticket History report for a couple of years. It seems to be working differently and incorrectly since the recent upgrade.
The totals seem to be the same for several different date ranges that I enter so I ran a rep...
2 Answers
Shannon Sharon
Last activity on 1/8/2024 2:08:32 PM by Shannon Sharon
Approval access and User reports to list
Good Afternoon,
I have a couple of questions..
Is there a way to find out who has access to approve Change Requests? Is there a way to find out whos change request someone can approve?
I have a couple of questions..
Is there a way to find out who has access to approve Change Requests? Is there a way to find out whos change request someone can approve?
1 Answer
Rick Garcia
Last activity on 1/5/2024 3:39:15 PM by Mark Sayers
Report for "Age" after Assignment
Hello, we have a customer who wants a report "that shows the age of a ticket after assignment". For example, most tickets go to a Tier 1 group, and then the ticket could be assigned to a Tier 2 group. We are looking for a built-in metric to sho...
1 Answer
Tevis Boulware
Last activity on 1/5/2024 1:26:54 PM by Mark Sayers
Portal "Admin" Operation
Please see below; when I click on a Ticketing application and select "Admin" from the management gear, I am taken to the admin page for that application. However, when I do the same for a service portal application, I am taken to the admin page ...
1 Answer
Tevis Boulware
Last activity on 1/5/2024 9:36:06 AM by Mark Sayers