Article for Creating a Ticket Task Template

Is there an article on how to create a ticket task template? Is this function limited to admin users only? Thank you!
1 Answer
Megan Massaro Last activity on 9/22/2023 11:23:05 AM by Mark Sayers

Model list based on Type or Manufacturer

Creating custom asset forms - If I have a form for Laptops and a form for Printers - can the list of manufacturers and models be tailored based on the form (or at the manufacturer level?) currently when I add a printer - and then select "HP" bot...
1 Answer
Gary Sheldon Last activity on 9/21/2023 2:55:52 PM by Brittany Renn

Bomgar Integration Error

The web service call to Bomgar was not successful.


I tried setting a new key already. Please advise where else to check setti...
1 Answer
Scott Cory Last activity on 9/21/2023 9:01:15 AM by Mark Sayers

View Closed Projects on the Portal?

Morning! Is there a way for portal users to view Closed project information on the Portal?
1 Answer
Rebecca Murphy Last activity on 9/19/2023 10:34:17 AM by Brittany Renn

disable SLA notification messages for one user?

Another department uses TDX only a little bit to manage one process that also requires my department to be involved. One of the people in that other department submitted a request to disable SLA violation notification emails for their supervisor....
1 Answer
Becky Klein Last activity on 9/19/2023 9:01:06 AM by Brittany Renn

Create Scheduled Tickets from Date Attribute

We would like to create Scheduled tickets based off of a custom attribute on a few of our Configuration Item fields. For instance we have a Configuration Item for Applications where I would like to have a scheduled ticket created...
1 Answer
Rik Miller Last activity on 9/18/2023 3:54:31 PM by Mark Sayers

People Import

Hello TDX!
I am testing in the sandbox, and I noticed the provided template in TDNext does not have the fields to define the default client and the security role for users. Does this method of import not allow that? I tried adding those field...
1 Answer
Michael Rodriguez Last activity on 9/18/2023 11:01:58 AM by Mark Sayers

Asset/CI's on ticket reports

We have been unable to include Asset/CI information on ticket reports and I have seen that there have been many asking the same question. While the answers are consistent that it is not available functionality, are there plans to add this featur...
1 Answer
Sandra Violette Last activity on 9/18/2023 9:21:33 AM by Mark Sayers


Hello. Does TDX offer 2fa options for non SSO authentication (external access)?
1 Answer
Michael Gonzalez Last activity on 9/15/2023 12:43:15 PM by Mark Sayers

Asset Import - multi-value attributes

Can you import an attribute that can have multiple values, e.g.

if so, what's the format of the value in the import file?
2 Answers
David Tod Last activity on 9/15/2023 9:55:39 AM by Mark Sayers

Converting to Shared Mailbox and MS OAuth2

Hi all,
I'm wanting to switch all my generic Microsoft Exchange email accounts that I use for TDX (monitoring, replies, etc.) into shared mailboxes so I don't have to deal with password updates. I have a question about the process for those o...
1 Answer
Dan Olivas Last activity on 9/15/2023 9:40:36 AM by Brittany Renn

Alternative to using variable in URL

We are working on a webhook to update a ticket with the IvyQuantum Live Chat transcript. The API endpoint is:{{app}}/tickets/{{id}}/feed
The Ivy webhook UI does not allow us to replace variable in...
1 Answer
Scott Cory Last activity on 9/14/2023 3:19:58 PM by Mark Sayers

Ticket Actions - can we remove options

We do not want our technicians to be able to "Unassign" incident tickets or service requests and we do not want our technicians to remove workflow. Where can these modifications be made in the TD platform?
1 Answer
Chrissie Kenny Last activity on 9/14/2023 10:45:09 AM by Mark Sayers

User back after break

We have an user who took a brief break and is back. At that time when the user had left, we have deactivated the resource and now that the person is back we have set the status back to active in the Users section.
How to show that t...
1 Answer
Meena Murali Last activity on 9/13/2023 4:52:13 PM by Mark Sayers

Project Count Report

I am trying to do a project count report by resource by type for each resource in our department. They should be included if they are assigned as an a resource at the point in time the report is run.
I am using the Analysis application, and ...
1 Answer
Rebecca Murphy Last activity on 9/13/2023 12:13:19 PM by Rebecca Murphy

How to Exclude Withdrawn Project Requests from Not Submitted Requests Reports

Hello, we currently run reports to try to catch any project requests that the users may not have completed to ensure they have the tools they need to actually submit the request if needed. I've found that our report will show requests that haven'...
1 Answer
Rachel Renckly Last activity on 9/13/2023 10:02:50 AM by Brittany Renn

Changing default Apps

So we are acquired TDX from the IT Dept, and they have existing client portal and ticketing apps. I created my own client portal and ticketing apps and would like to eventually remove or deactivate the original ones. I don't see where ...
1 Answer
Michael Rodriguez Last activity on 9/13/2023 9:14:32 AM by Brittany Renn

KB Article: Project and Portfolio Management Enhancements
Is this article maintained? I noticed some market evidence numbers on my own requests exceeded those in the article, but were not there.
With reporting &...
1 Answer
Rebecca Murphy Last activity on 9/12/2023 11:14:27 AM by Rebecca Murphy

Ticket Task KB article

I was looking through the KB and did not see a how to guide for creating ticket tasks. Is there one available?
1 Answer
Joshua Warth Last activity on 9/12/2023 11:02:56 AM by Brittany Renn

Editing rooms in locations

Is there a way to add rooms to our organization locations? I am a full admin but can't seem to add or edit rooms or even locations
1 Answer
James Richard Last activity on 9/12/2023 9:48:55 AM by Mark Sayers

Tickets notifications

Is there a way to bold ticket info within a report or a desktop when a status changes or a new comment is added?
1 Answer
James Richard Last activity on 9/12/2023 9:46:00 AM by Mark Sayers

Searching People App by Custom Attributes

Hello, TDX Team:
I'd like to ask if there is a way to search for people in TeamDynamix by custom attribute. For example, we would like to generate a report that lists all users that have the VIP attribute checked.
Thank you.
1 Answer
Anderson Hanchett Last activity on 9/11/2023 1:56:16 PM by Brittany Renn

Ticket Search

I am looking to update what is called ticket search, It should provide users creating their desktop a view at their groups queue and tickets assigned to that group.
It should look similar to these: Attachment included.
Each of those boxe...
2 Answers
Justin Goode Last activity on 9/11/2023 3:49:58 PM by Justin Goode

Merging projects

How do you merge a project that has just been approved into one that already in flight?
1 Answer
Michael Tran Last activity on 9/11/2023 9:26:51 AM by Mark Sayers

Manager Analysis Report - Empty Month

When we run our Manager Analysis Report there is no data for the last week of July or the entire month of August. Is there any way to see the filters that are being used on that report so I can figure out why?
2 Answers
Annette Howard Last activity on 9/8/2023 4:38:29 PM by Lisa Leonard

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