Questions

Analysis > New >Program

Under the Analysis tab then then +New > Programs.
I would like to know what Security role permissions / Applications are needed for this to be setup.
Thank you all in advance for your help and support regarding this.
1 Answer
Victor Rios Last activity on 11/10/2022 11:40:57 AM by Mark Sayers

What is the "Notifications History" for?

Hi,
I'm new to TeamDynamix, and I noticed a "Notification History" icon in the upper right of TDNext...

(The little bell icon.)
When I click on it, this window opens:

I've received email notifications, so I thought tho...
2 Answers
Daniel Zook Last activity on 11/10/2022 10:17:39 AM by Daniel Zook

Asset Fields

When you click on the CMDB tab in TDNext, and then click on Assets, you will be shown a list of assets (up to 300). I have an Enterprise user that is wondering if it is possible to add additional fields to the ones displayed when you click on As...
1 Answer
Mathew Chandler Last activity on 11/9/2022 4:21:39 PM by Mark Sayers

Textarea custom asset attribute filtering in a Service Request

We are looking through the list of available custom attribute filtering when adding assets to a Service Request, and I believe we are not seeing custom asset attributes that are textarea.
If that is correct and we are not able to see textarea...
1 Answer
Jason Overholt Last activity on 11/9/2022 12:37:20 PM by Mark Sayers

Images in KB not displaying

We've had a reoccurring issue in which some KB articles are not displaying images, but the space for the image is there. This has been reoslved by editing the KB article, downloading the current image from the article and uploaded again.
This...
1 Answer
Eugene McGeehan Last activity on 11/9/2022 12:10:46 PM by Mark Sayers

Deleting a group

I am going through and removing some old groups. I encountered one that I cannot delete. I get the message "This group is responsible for a workflow step and cannot be deleted until the association has been removed."
I have gone through all...
1 Answer
Mathew Chandler Last activity on 11/8/2022 3:45:50 PM by Mark Sayers

Client license access to Assest/CI

Is a user with a client license able to access Asset/CI applications? For my client users the application is greyed out.
Also where do I set the default applications for a client?
We're creating some forms where we want the ticket submi...
1 Answer
Nathaniel Obee Last activity on 11/8/2022 2:59:17 PM by Brittany Renn

Scheduled tickets

Greetings
Is the "Schedule" field in the "New Ticket Schedule" form available for editing or custom time intervals? I have a customer asking for a "quarterly" scheduling option. We're currently on version 11.3 on-prem

thanks!
Eu...
1 Answer
Eugene McGeehan Last activity on 11/7/2022 12:57:36 PM by Brittany Renn

Portfolio Planning - Project Request Email Reply

Good morning:
I wanted to ask if there is a way to create and/or edit project request email responses? We would want clients to receive an email confirmation when project requests are submitted, canceled, approved, and converted to projects, ...
2 Answers
Anderson Hanchett Last activity on 11/8/2022 3:48:09 PM by Brittany Renn

iPaaS: Enabling SSO

I am preparing to enable SSO for iPaaS Forms. Before doing so, I need to enable SSO Authentication for iPaaS. When configuring SSO Authentication for iPaaS, will this cause any disruption with existing flows?
1 Answer
Tyler Duncan Last activity on 11/4/2022 9:53:22 AM by Mark Sayers

Card Wall Resource colors

Is there a way to change the color assignments for the resources that are assigned to a card? We have 2 BA/PMs with the same initials, and it would be nice to be able to differentiate them by color (see attachment).
1 Answer
Rebecca Murphy Last activity on 11/3/2022 3:58:09 PM by Brittany Renn

Multi-selecting assets for updates in TDNext

When you are in an asset application and you would like to apply a change to several assets at a time (not using the API), is it possible to add other options to the list of fields to be updated that comes up after multi-selecting the assets and ...
1 Answer
Susan Galvin Last activity on 11/3/2022 4:10:08 PM by Mark Sayers

iPaaS: Missing Navigation

I am trying walk-thru the SAML metadata import and notice in the first step to navigate to Configuration, but this option does not appear. Could it be that I am missing a security role?
1 Answer
Tyler Duncan Last activity on 11/3/2022 1:44:34 PM by Carrie Willis

Configure Canvas iPaaS Connector

I am testing out the canvas connector using a token. The connector is running into an issue with the authentication. I have changed the domain and changed the authentication to accept a generic API Key, but luck.
2 Answers
Tyler Duncan Last activity on 11/4/2022 9:15:27 AM by David Tod

Email Monitor Attachment Types and Random Image

What are the supported file types for Email Monitor Attachments? I was able to attach an XML file but when I try to attach a JSON file I get the follow error message in the monitor log:

Also, when creating a ticket from an email monito...
1 Answer
Tevis Boulware Last activity on 11/3/2022 9:03:27 AM by Brittany Renn

Change Report's Default Column for Sorting

When you click on a report, a column isn't selected that you can see to determine how it's sorting the data. When you click a column title in a report, it turns red and becomes the column you're sorting by. You can change the sort order by clic...
1 Answer
Mike Schuster Last activity on 11/2/2022 9:35:03 AM by Mark Sayers

iPaaS Forms: Configuration Authentication

Could someone point to the direction of the KB article for the iPaaS Form Authentication setup and configuration?
1 Answer
Tyler Duncan Last activity on 11/1/2022 5:00:42 PM by Mark Sayers

Adding request form to a service

Greetings,
I created a new request form and need to add it to a service, but I am not able to figure it out. I've gone to Services in both TDAdmin and TDClient, but I still can't figure it out. I know I must just be missing something simple. ...
2 Answers
Alyx Lyons Last activity on 11/2/2022 10:25:06 AM by Brittany Renn

Project Portfolio Submitted Form

When we create a project request intake form, we can automatically expand an attribute's "Help" text by default. However, for a submitted Project Request, there doesn't seem to be a way to automatically expand the help, and it takes user interac...
1 Answer
Tevis Boulware Last activity on 11/1/2022 10:22:13 AM by Mark Sayers

Character limit on the outbound email setting

Is there a character limit on the outbound email setting for the From Display name?
1 Answer
Phuong Hoang Last activity on 10/31/2022 4:56:47 PM by Mark Sayers

Staff showing up in viewed list in tickets although they were not logged in

We have a staff person who has shown up in the Read By list in the ticket about three times when he was not even logged in. The attached is the ticket and the staff member is highlighted. Anything we can do to prevent this?
Thanks!
Jayne
1 Answer
Jayne Dissette Last activity on 10/31/2022 10:11:52 AM by Mark Sayers

Contacts ability to view ticket details

Is there a way for contacts on a ticket to be able to view the details of the ticket? Example: 2 fields we have are "Items to be tested" which outlines some information and 'Comments' which again, outlines some information. We have added a coupl...
1 Answer
Randi Buckley Last activity on 10/28/2022 3:15:09 PM by Brittany Renn

Web Service Auth Account Consent Prompt

Hi,
When creating a web service auth account, is it possible to remove the prompt=consent query parameter from the authorization query? One service that we are trying to connect to is showing a blank pop-up page with the title Consent Require...
1 Answer
Isaac Ramirez Last activity on 10/27/2022 4:58:52 PM by Mark Sayers

In iPaaS, with Forms, is there yet a way to dynamically show / change images?

I think the answer is no, but with iPaaS forms, we can add images to a form, but they're static. Is there a way I could take an image that might be attached to an object, like an asset, and show that image in line on the form? From what I've trie...
3 Answers
Jason Pelletier Last activity on 10/27/2022 4:29:15 PM by Mark Sayers

Funding Source Budgeting

Hello!
I am looking for a way to enter total budget available for a funding source and us that against expenses tied to that funding source to show amounts remaining for that funding source.
I don't believe there is a way to do that, fro...
1 Answer
Ashley Bouchie Last activity on 10/27/2022 9:12:19 AM by Brittany Renn

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