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General QuestionsiPaaS: Environment Connector Configuration
Nothing happens when I play around with connector definitions and try to override using Environments. Checkboxes don't seem to do anything. What am I missing?
e.g. I want a development environment to use a different domain variable. Is that p...
e.g. I want a development environment to use a different domain variable. Is that p...
0 Answers
Combined Task and Workflow Step Report
I've noticed that some technicians are missing workflow steps and or tasks. Can I create a single report that contains incomplete workflow steps and tasks regardless of ticket status? Or do you have another approach?
1 Answer
John Anderson
Last activity on 6/20/2024 4:36:19 PM by Mark Sayers
When creating a ticket in TDX auto population of data into certain fields.
When creating a ticket in TDX auto population of data into certain fields. When creating the ticket I and add the requester their department is auto populated, but not the building or room. Would this be possible to setup? If so how would I do...
1 Answer
Matthew Thompson
Last activity on 6/20/2024 4:32:53 PM by Mark Sayers
KB Templates
Hello,
I am building out a KB for my department and I am wondering how I use the templates listed here: Article - Article and Service Templates (teamdynamix.com)
For example, I am trying to add in collapsible panels, but I am not sure h...
I am building out a KB for my department and I am wondering how I use the templates listed here: Article - Article and Service Templates (teamdynamix.com)
For example, I am trying to add in collapsible panels, but I am not sure h...
1 Answer
Miranda Bielecki
Last activity on 6/20/2024 3:52:23 PM by David Tod
Response SLA or Similar
We're looking for a way to measure when a Response SLA has been met that MUST include a communication to the requester.
Today it appears the Response SLA is met when the status changes from New. For a Ticket that is received via a phone call...
Today it appears the Response SLA is met when the status changes from New. For a Ticket that is received via a phone call...
1 Answer
Kelson ONeil
Last activity on 6/20/2024 3:15:41 PM by Mark Sayers
Link to TeamDynamix Mobile - Launch Webinar
Is there a link that we can share with others in the organization to attend the TeamDynamix Mobile - Launch Webinar?
1 Answer
Danee Gunka Schwartz
Last activity on 6/20/2024 1:55:42 PM by Mark Sayers
IPaaS Connectors and XML
I have a use case where I need to port over an existing Drupal/PHP script into IPaaS/TeamDynamix. The system is "KickServ", which only works with XML.
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
1 Answer
Tevis Boulware
Last activity on 6/26/2024 3:49:53 PM by Mark Sayers
Group Ticket Creation Report by Day/Month
Looking through the Display Formats for the "Created" field in ticketing reports, there is no format for Day/Month which I would think would be one of the more common display formats? Is this something we're able to create as an attribute somewhe...
1 Answer
Justin Melton
Last activity on 6/18/2024 3:21:27 PM by Brittany Renn
How to sort ticket reports by Create date?
Is there a way to sort ticket reports so that they show the oldest tickets first?
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
1 Answer
Kay Masters
Last activity on 6/18/2024 1:30:42 PM by Greg Van De Mark
SLAs and Priority MAtrix
Hi TDX!
We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
1 Answer
Michael Rodriguez
Last activity on 6/18/2024 2:23:44 PM by Brittany Renn
Linking Tickets to a Project
Hi,
We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
Thanks,
We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
Thanks,
1 Answer
Valentina Gutierrez
Last activity on 6/18/2024 11:12:42 AM by Brittany Renn
Chat bubble bouncing
Is there a way to prevent the chat bubble in the lower right-hand corner from bouncing every time a page on this site loads? As I am browsing through the site, I don't really need a reminder that the chat is there every time I click on a link.
1 Answer
Beau Stribling
Last activity on 6/17/2024 4:36:26 PM by Mark Sayers
Different Result Forms for Similar iPaaS Expressions
I was testing a flow in iPaaS recently and found that if I set a property value by selecting a row in a data model array using the Find In expression, the result was an integer, however, if I set the same property using the Get In expression with...
1 Answer
Corrine Knox
Last activity on 5/17/2024 4:03:43 PM by Mark Sayers
iPaaS Notify by SMTP not sending attachments
We have a notification provider set up to send notifications by SMTP. It allows us to send emails appropriately form iPaaS, but it is not allowing us to send attachments via these emails.
We are using the SMTP connector.
Within the ...
We are using the SMTP connector.
Within the ...
1 Answer
Naseem Benjelloun
Last activity on 7/26/2024 12:57:15 PM by Michael Ligouri
Can we setup automatic notifications when cards move?
Can we setup automatic notifications when cards move from one column to the next w/in a card wall?
1 Answer
Rebecca Murphy
Last activity on 6/17/2024 10:59:58 AM by Mark Sayers
Is there any way to have the "Last Updated" attribute for projects respond to changes to custom attributes on the update form
Is there any way to have the "Last Updated" attribute respond to changes to custom attributes on the update form?
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
1 Answer
Bates Nunamaker
Last activity on 6/14/2024 1:37:17 PM by Mark Sayers
Visibility of Workflow Step for Requester in Client Portal
Hi TeamDynamix,
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
1 Answer
Stephen Wichuk
Last activity on 6/14/2024 10:38:48 AM by Mark Sayers
Need to update department info for API people lookup
Hi,
We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
1 Answer
Kim Rathbone
Last activity on 6/13/2024 2:29:36 PM by Mark Sayers
Limit permissions in an application
Is there a way to give a specific user access to ONLY a specific report that is in an application that they are not part of?
For instance:
User1 does not have access to inventory but i need to give them access to only a report withi...
For instance:
User1 does not have access to inventory but i need to give them access to only a report withi...
1 Answer
James Richard
Last activity on 6/13/2024 12:35:07 PM by Mark Sayers
adding Knowledge Base articles
Good afternoon, I was wondering if you could tell me how to allow our technicians to be able to add knowledge base articles directly from the ticket they are currently working on. I can do it with my Admin account but normal technician licenses d...
1 Answer
Ryan Turner
Last activity on 6/12/2024 3:55:27 PM by Mark Sayers
Assets/CIs Search Behavior
I had previously set up a form to filter only one type of configuration item. The custom form renamed the Asset/CI field to What System?
The configuration item is Application. The filter is set to allow Applications only.
Now, the search...
The configuration item is Application. The filter is set to allow Applications only.
Now, the search...
1 Answer
Steve Cade
Last activity on 6/12/2024 10:53:53 AM by Mark Sayers
Forced approvals
I am looking for a method to not allow force approve/reject to management staff on specific type of ticket, Change. We have our change management built into ITS Tickets for ease of use, but have run across an issue where managers are clicking on ...
1 Answer
David Robertson
Last activity on 6/17/2024 1:20:30 PM by Mark Sayers
Project Management KB?
Hello, it's been a while since I worked with the Project Management module, but I have some enterprise customers who would like to start using Projects. However, as I remember, there was some good Project Management KB articles; however, I can't...
1 Answer
Tevis Boulware
Last activity on 6/11/2024 3:08:19 PM by Mark Sayers
Asset Application External Viewer
Hello,
What is required to get the External Viewer to work in an Asset Application? In the sandbox I've setup an external viewer and tried creating an asset with an External ID as well as importing an asset with an External ID. Neither seem t...
What is required to get the External Viewer to work in an Asset Application? In the sandbox I've setup an external viewer and tried creating an asset with an External ID as well as importing an asset with an External ID. Neither seem t...
1 Answer
Todd Simpson
Last activity on 6/11/2024 1:00:29 PM by Mark Sayers
User API
I am sending a POST to the User API endpoint .../TDWebApi/api/people/{{uid}} with the body:
{
"FirstName": "{{firstName}}",
"LastName": "{{lastName}}",
"PrimaryEmail": "{{primaryEmail}}",
"Company": "Chico State",
"Is...
{
"FirstName": "{{firstName}}",
"LastName": "{{lastName}}",
"PrimaryEmail": "{{primaryEmail}}",
"Company": "Chico State",
"Is...
2 Answers
Scott Cory
Last activity on 6/11/2024 3:09:11 PM by Scott Cory