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General QuestionsRemoving 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!
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...
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.
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...
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
iPaaS: What flow(s) call this flow?
Is there a simple way to determine which flow(s) are calling a given flow? I have a utility flow and I want to see where it's being called from.
1 Answer
Patrick LaFollette
Last activity on 5/21/2024 3:56:46 PM by Mark Sayers
IIQ Connector
Hi there,
We are transitioning our account management to SailPoint IIQ and I am wondering what, if any, connectors exist to for TDx.
Cheers,
Damon
We are transitioning our account management to SailPoint IIQ and I am wondering what, if any, connectors exist to for TDx.
Cheers,
Damon
1 Answer
Damon Stennett
Last activity on 5/21/2024 2:36:45 PM by Mark Sayers
Workflow approver
Hello!
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...
1 Answer
Michael Rodriguez
Last activity on 5/21/2024 9:07:53 AM by Mark Sayers
How to activate the Analysis Application
During my training, Analysis was demoed as part of the training.
When I go to my TDNext desktop, Analysis is not one of the tabs that appears.
I want to configure Portfolios and Programs in my PPM, but cannot do so until I am able to acce...
When I go to my TDNext desktop, Analysis is not one of the tabs that appears.
I want to configure Portfolios and Programs in my PPM, but cannot do so until I am able to acce...
1 Answer
Timothy Mellin
Last activity on 5/21/2024 9:03:09 AM by Mark Sayers
Company = Organization?
TeamDynamix.Api.Users.User.Company
The company of the user.
Is "Company" the same as "Organization"?
Is "Company" the same as "Organization"?
2 Answers
Scott Cory
Last activity on 5/20/2024 7:08:16 PM by Scott Cory
Assigning a ticket to the CI owner group
Here's what we're trying to do:
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...
1 Answer
Steve Cade
Last activity on 5/20/2024 4:46:42 PM by Mark Sayers
iPaaS Flow Timeout
I have recently created my first iPaaS Flow. It waits for a device to be enrolled into JAMF (our Mac management system), and then fills in required fields in JAMF. Because this involves waiting for an end-user to enroll their device, I have put a...
1 Answer
Jason Shirley
Last activity on 5/21/2024 6:12:37 PM by Michael Ligouri
Report of Approvals in Workflow Approval Step
Hello, and happy Monday!
I was wondering if there is a way to get a report of approval statuses for a specific Workflow Approval Step? We are trying to find out if these requests are always getting approved, and maybe we could remove the app...
I was wondering if there is a way to get a report of approval statuses for a specific Workflow Approval Step? We are trying to find out if these requests are always getting approved, and maybe we could remove the app...
1 Answer
Matt Angel
Last activity on 5/20/2024 10:23:57 AM by Mark Sayers
5/16/24: PPM Advisory Group - Tickets to Projects Recording
Good afternoon,
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...
1 Answer
Daniel Keenan
Last activity on 5/17/2024 4:36:04 PM by Matthew Logering
Mobile app
Could someone direct me to instructions on registering the mobile app? Thank you!
1 Answer
Mike Pifher
Last activity on 5/16/2024 12:14:42 PM by Mark Sayers
Shortcuts
Hello!
Are service and category shortcuts subject to automation rules?
Are service and category shortcuts subject to automation rules?
1 Answer
Michael Rodriguez
Last activity on 5/16/2024 10:24:50 AM by Mark Sayers
Ticket TIme Creation Report
Is it possible to create a ticket report that shows how many tickets are created an hour?
1 Answer
Alex Oquendo
Last activity on 5/15/2024 12:01:01 PM by Mark Sayers
Project Parking Lot
What are the various ways to show project ideas or projects that have not started, or projects that need to be put in a parking lot for review later.
The portfolio planning functionality from what i can see is really just an approval process ...
The portfolio planning functionality from what i can see is really just an approval process ...
1 Answer
Andrew Martin
Last activity on 5/21/2024 11:57:59 AM by Mark Sayers
Portfolio/Program Gantt Sort Order
What is the sort order for the Gantt chart that is viewable in the analysis tab in a portfolio or program. Is it alphabetical, first in first listed, random? Is this something we can control?
1 Answer
Andrew Martin
Last activity on 5/15/2024 10:51:45 AM by Mark Sayers
TeamDynamix Mobile App
Good Morning, I am trying to setup the mobile app for Team Dynamix but in the instructions it states to
Open the Downloads application and select TeamDynamix Mobile. Use the mobile device's camera to scan the Register the Mobile App ...
Open the Downloads application and select TeamDynamix Mobile. Use the mobile device's camera to scan the Register the Mobile App ...
1 Answer
Ryan Turner
Last activity on 5/15/2024 10:45:13 AM by Mark Sayers
Assign Tasks to Workspace Members
Members within my workspace in TDX are not able to assign themselves to tickets or tasks that are in the workspace. They *can* assign tasks/tickets within the workspace, but not to themselves or other members of the workspace, only members of the...
1 Answer
Naseem Benjelloun
Last activity on 5/15/2024 9:19:26 AM by Mark Sayers
Accessing Nested Values from JSON Objects
So I'm retrieving a JSON object with nested data via a GET call using the Smartsheets API. I'm able to retrieve the sheet's data, however I'm unable to find a way to access and parse through the data in IPAAS. For example, I can set a property eq...
1 Answer
Connor Caddell
Last activity on 5/14/2024 3:59:16 PM by Mark Sayers
Asset/CI Relationship Reporting
Is there any way to include relationships between CIs or Assets in a report? I see a filter for "Associated Asset/CI" but it is missing from the column choices. Hoping there might be a workaround if not.
Thanks,
Bret
Thanks,
Bret
2 Answers
Bret Swart
Last activity on 5/14/2024 9:35:52 AM by Bret Swart
Project Status Spreadsheet
New and green with TDX, bear with me. I am trying to determine if TDX is what we need.
We want to have a project list spreadsheet for a high level status. It will have few columns like Start Date, Systems Analyst, Title, Stake Holders, Priori...
We want to have a project list spreadsheet for a high level status. It will have few columns like Start Date, Systems Analyst, Title, Stake Holders, Priori...
2 Answers
Teodora Vaneva
Last activity on 5/14/2024 1:12:33 PM by Teodora Vaneva
lssue with user sign in
We recently hired a student that just graduated from our school. His student account in Team Dynamix appears to have been merged with his newly created employee account, and he cannot access TDNext. We have ensured that the has the same access ro...
1 Answer
Ryan Folks
Last activity on 5/14/2024 10:55:22 AM by Ryan Folks