Multiselect Attribute + Default Values + Attribute Dependency

Hello! I've created a form that includes a dependency between a dropdown custom attribute (parent) and a multiselect custom attribute (child). When the multiselect become visible (per the parent), I would like all of its options to be selected by...
1 Answer
chelsea doyle Last activity on 11/22/2022 10:01:03 AM by Mark Sayers

Ticket Expenses

Can you point me to a KB article that describes how to create Expense Types for Tickets and how to apply an expense to a ticket?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 11/21/2022 1:59:48 PM by Mark Sayers

Project Portfolio update

There are a number of projects under the Customer Service Portfolio. But the person attached to that portfolio currently is no longer in that position. So the new person in that portfolio is not getting updates on any projects in this portfolio...
2 Answers
Mathew Chandler Last activity on 11/21/2022 10:43:09 AM by Brittany Renn

Can Protected Fields be updated via the API?

After a password is set and sent to the client we would like to clear after so many days, however it does not appear that protected fields can be updated using the API. I was attempting via ticket PATCH which says Custom Attributes are supported ...
1 Answer
Ryan Ranly Last activity on 11/18/2022 3:14:02 PM by Mark Sayers

Can Scheduled Tickets include Ticket Tasks

When creating a Scheduled Ticket in TDX, is it possible to have the scheduled ticket create one with Ticket Tasks?
Use case is a recurring reminder ticket where our team will need to perform some task(s), then another team will need to perf...
1 Answer
Sharon Jarmoc Last activity on 11/18/2022 2:53:34 PM by Mark Sayers

Update Notifications Being Sent by default

Hello. Please see the screen capture below. We have an application where the "Notify Requestor by default on Ticket Updates" setting has both Notify Responsible or Reviewer and Requester unchecked. However, when the ticket is updated by the co...
1 Answer
Tevis Boulware Last activity on 11/18/2022 1:19:29 PM by Mark Sayers

Invoices TO us

Is there a way to keep track of, and approve, invoices coming TO us? rather than invoices we're sending out?
1 Answer
Tanya Anderson Last activity on 11/18/2022 12:22:45 PM by Mark Sayers

iPaaS SSO: Attribute and Claim Name

I am with pulling the Required Claim Name and attribute values. For the Required Claim, I have tried using affiliation and eduPersonAffiltion and nothing is returned. When I tried using pulling attribute values such as givenName, displayName, e...
1 Answer
Tyler Duncan Last activity on 11/18/2022 10:36:25 AM by Mark Sayers

Survey report that shows how many surveys were sent regardless of whether they were completed

Hi Mark,
Is there a way to set up a survey report that will give me all surveys that were sent in a month, regardless of whether the survey was completed by anyone?
In the Survey section in our Ticketing app, I can bring back every survey...
2 Answers
Erin Tramble Last activity on 11/17/2022 9:10:29 AM by Erin Tramble

Ticket task report

Currently i have a ticket task report. we use 2 applications so I made sure to put that in the report. currently there is a ticket task for the Group "ITS-Technical Services" assigned tot hat group but when I run the report it does not show that ...
1 Answer
James Richard Last activity on 11/16/2022 1:34:42 PM by Mark Sayers

Creating A Report For Tickets Created After Specific Time

I am attempting to create a report within TDNext that will allow me to view all tickets created after a specific time (4:30pm) in my case. I would like to have the report show all tickets for up to a month.
Does anybody have any ti...
2 Answers
Riley Fay Last activity on 11/16/2022 1:59:05 PM by David Tod

Automatically Notify Group when ticket is closed

Is there a way to notify a group automatically once the ticket is closed and include the comments in the ticket? The group that needs to notified only needs to know when the ticket is complete and not involved in the process. They only need the i...
1 Answer
Tyler Steele Last activity on 11/16/2022 9:09:01 AM by Mark Sayers

Any more details about the end of support for old versions of MacOS and iOS mentioned in 11.6 release notes?

Hello, can you provide a little more detail on the end of support for old versions of MacOS and iOS that is mentioned in the release notes for TeamDynamix 11.6? Will those OS versions be blocked by TeamDynamix, or is this due to an inherent limit...
1 Answer
Shenandoah Bennett Last activity on 11/16/2022 10:01:45 AM by Mark Sayers

Project Risk Threat or Opportunity

In the Project Risks Register, is there a way to notate something as being both a threat and an opportunity?
1 Answer
Tanya Anderson Last activity on 11/15/2022 1:37:37 PM by Mark Sayers

Is there a way to bulk-assign/re-assign workflows?

I wanted to know if there is a method for bulk assigning a workflow to a group of tickets.
The key business case for this is the ability to retroactively apply a newly developed work flow to older tickets. This might be for the purpose of re-...
1 Answer
Samuel Jones Last activity on 11/15/2022 9:03:31 AM by Mark Sayers

Asset update via Asset Import form- Parent field

I have a user attempting to update multiple Assets using the Asset Import form and we noticed that under the "Parent" field, it will not accept any Name or Service Tag, it will only allow us to use a Serial Number in this field. Is there anyway f...
1 Answer
Tibi Ruiz Last activity on 11/15/2022 9:00:29 AM by Mark Sayers

De-activating Project/Request sections

I am hoping to de-activate some project/request sections (e.g. Milestones, Time Types, etc.) that we are not using in the near future in order to simplify the UI/UX. I can see the sections in Admin>Portfolio Planning/Project Request Se...
1 Answer
Alyx Lyons Last activity on 11/14/2022 3:43:56 PM by Mark Sayers

Adding Time When Updating a Project

Hello, we regularly "status" our projects by clicking the Update button and adding our comments and adjusting the health and status. Staff are then having to go into their time card to enter the time they spent doing that update. Is there a way t...
1 Answer
Rachel Renckly Last activity on 11/14/2022 2:55:30 PM by Mark Sayers

importing a large inventory into TDX

we are looking to move our large inventory from KACE (Quest) into TDX. my first question is do we need iPAAS just to move the inventory? We are going to do this in the sandbox first then iron out some things before we move into PROD. My second qu...
2 Answers
James Richard Last activity on 11/14/2022 1:09:22 PM by Bryan Weist

customized field in ticket form

We'd like to customize a field in our ticket forms where customers can put their availability. Can this be done? is there a recommended place for this
1 Answer
Euriael Jordan Last activity on 11/11/2022 4:53:32 PM by Brittany Renn

Trigger iPaaS webhook from a script with parameters

With iPaaS flows, is it possible to create a custom webhook trigger that can take in data, process it, and then return a result? And if so, is there specific documentation on how the webhook authentication and data are passed?
I know I can cr...
1 Answer
Jason Pelletier Last activity on 11/14/2022 10:17:14 AM by Mark Sayers

TicketSearch API CustomAttributes

Sorry if this is in the documentation someplace, can I execute a TicketSearch on a custom attribute value via the API?
It seems to read l...
3 Answers
Ryan Ranly Last activity on 11/15/2022 2:14:56 PM by Mark Sayers

Offboarding Workflow and waiting for future date

I have built an off boarding workflow that works great except for one issue. There is no delay for the actual day the user needs to be off boarded.
Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out ...
1 Answer
Troy Timmerman Last activity on 11/11/2022 8:52:49 AM by Mark Sayers

Changing Project Request Evaluator

We see that there is a way to change Project Managers of projects in progress in TDAdmin, but is there a way to change the evaluator in a Project Request that has already been submitted in either TDAdmin or TDNext?
As a related question, woul...
1 Answer
Anderson Hanchett Last activity on 11/10/2022 1:42:37 PM by Mark Sayers

Reporting- Worklfow steps and tasks on same report

Good morning! Can you tell me if it is possible for one report to include workflow tasks and steps when the workflow task or step is assigned to a particular responsible group? We've discovered that when we want a report that gives us all active ...
1 Answer
Peggy Harrison Last activity on 11/10/2022 12:53:08 PM by Mark Sayers

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