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General QuestionsHow do you configure Milestones for Projects?
I have projects built out and I see the milestone menu option, but it is blank. It does not have an ADD button, so it seems to be instead a view of milestones identified in the project elsewhere... how do get milestones to show up (how do I add t...
1 Answer
Melody Chronister
Last activity on 4/28/2022 4:04:45 PM by Mark Sayers
API Update Ticket - Powershell
Currently I am trying write the rest of my script to update a ticket using the API.
I am trying to ' POST ' a ticket update, changing the Status of ticket to In Process, and Add a comment.
Here is the snippet that is coming up with erro...
I am trying to ' POST ' a ticket update, changing the Status of ticket to In Process, and Add a comment.
Here is the snippet that is coming up with erro...
3 Answers
Javier Moni
Last activity on 10/13/2022 4:08:06 PM by Bryan Weist
Task "Complete Within" Violation Notifications
Does a notification go out to the responsible group on a task if the "" Complete Within " window is violated? If so, how/where is this configured?
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 4/28/2022 10:05:37 AM by Mark Sayers
File size limit
Can the Size limit of file attachments be increased beyond 20MB?
Thanks
Thanks
1 Answer
Jeffrey Otey
Last activity on 4/27/2022 3:51:06 PM by Mark Sayers
Unable to Update Project End Date
Hello Mark,
We have a small number of projects end dates but resetting them didn't work whether it is set by a Project Manager and/or an Admin. It seems to work temporarily but then after few hours it resets itself to its original end date.
...
We have a small number of projects end dates but resetting them didn't work whether it is set by a Project Manager and/or an Admin. It seems to work temporarily but then after few hours it resets itself to its original end date.
...
1 Answer
Ida Jones
Last activity on 4/27/2022 9:56:15 AM by Mark Sayers
Workflow email settings
Hi there,
is there a way to specify which email setting (app or org level) to use when a workflow is running? We noticed that workflow always uses org-level email settings.
Thanks,
Jack
is there a way to specify which email setting (app or org level) to use when a workflow is running? We noticed that workflow always uses org-level email settings.
Thanks,
Jack
1 Answer
Jack Chou
Last activity on 4/26/2022 4:05:34 PM by Mark Sayers
Security Roles and Workflows
Hello,
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
2 Answers
David Mitchell
Last activity on 4/26/2022 11:43:11 AM by David Mitchell
Why does a random date range (not necessarily the current one) appear each time I go to add time in Time & Expenses?
Our department is in the early stages of requiring all employees to track their time. One thing that I and others have noticed is that when we go to Time & Expenses to add time, a seemingly random date range appears. I would think that it wou...
1 Answer
Gretchen Cannon
Last activity on 4/25/2022 2:34:43 PM by Mark Sayers
Ability to Edit PPM Waterfall Plans
Are technicians able to edit PPM waterfall plans? I have a technician who is the manager of the project and can make updates to the feed but cannot edit the waterfall plan. He can see it but doesn't have the ability to check it out for editing.
1 Answer
Derrick Hargrove
Last activity on 4/22/2022 2:09:26 PM by Mark Sayers
Can you attach an email using the Email Monitor
Hi folks,
Is there a way to configure an Email Monitor rule so that the email message itself is attached to the created ticket? I understand we can configure the rule to attach an email attachments to the ticket, but we would like to attach t...
Is there a way to configure an Email Monitor rule so that the email message itself is attached to the created ticket? I understand we can configure the rule to attach an email attachments to the ticket, but we would like to attach t...
2 Answers
Erin Tramble
Last activity on 4/22/2022 11:51:57 AM by Erin Tramble
Program Manager Permissons
With the enabled a permissions, a Portfolio Manager can edit all projects within their Portfolio. Can a Program Manager edit all of the projects within their Program?
Because Program Manager is a required field, is it used for notifications o...
Because Program Manager is a required field, is it used for notifications o...
1 Answer
Bobby Jones
Last activity on 4/22/2022 10:49:37 AM by Mark Sayers
reassociating attributes
Is there any way to combine/reassociate attributes, like is possible with services/forms? I've recently consolidated our service catalog and forms, and would like to clean up the attributes I’ve deactivated for a cleaner db. However, I’m worried ...
1 Answer
Becky Klein
Last activity on 4/22/2022 11:54:24 AM by Mark Sayers
Primary and Secondary Buttons
While I should know this, what are the primary and secondary buttons in the Portal Styles? I can't seem to find any objects in the portal that are affected by the Primary and Secondary Button style settings.
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 4/22/2022 12:10:37 PM by Mark Sayers
Updates for items such as Tasks, Issues and Files in project feed
Hello,
Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...
Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...
1 Answer
Alaa Hassan
Last activity on 4/22/2022 1:53:44 PM by Mark Sayers
How does Close Ticket Tasks query work?
Hello, I've tried searching existing questions but cannot find one that exactly addresses an issue brought to me by one of our team members.
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...
1 Answer
Persephone McNair
Last activity on 4/22/2022 3:04:26 PM by Mark Sayers
Create a Report on Asset Feed
This question may have already been answered for the Ticket Feed. Is it possible to create a report from an Asset Feed?
1 Answer
Tyler Duncan
Last activity on 4/19/2022 10:00:54 AM by Mark Sayers
Asset Application Default Portal
We are in the process of on-boarding our Facilities area and we are looking to add an asset application alongside the ticketing application. Is there a way to have an Asset application to default to a specific application?
1 Answer
Tyler Duncan
Last activity on 4/18/2022 3:46:16 PM by Mark Sayers
Ticket Response Report
We created a ticket response report, but it is not working as we expected. We want to know how long it takes from the time a ticket is created to the time of the first response to the ticket. We set up the report using "Create to Initial Respond ...
1 Answer
Pamela Cunha
Last activity on 4/18/2022 3:13:10 PM by Mark Sayers
Desktop Templates
What drives behind the scenes what gets rolled up into Desktop Template configuration choices under the Tickets bucket? We have different groups defined, and I'd like to roll up Tickets/ Assigned to my Group as a choice in the Desktop Template. ...
1 Answer
Katie Hayes
Last activity on 4/18/2022 2:04:51 PM by Mark Sayers
Connecting to TDX report in Analysis using iPaaS Get Report Connector
I am trying to connect to a TDX report in my iPaaS flow but the ReportID taken directly from the report is not working. In TDX I am able to connect to reports under IT Tickets but am not able to connect to the reports under Analysis. Is there a s...
1 Answer
Owen Campbell
Last activity on 4/15/2022 10:16:44 AM by Christasia Bloom
Report API Permissions
Using our Admin Service account for TDX Integrations, I am able to run reports using the API, "GET.../reports/{id}?withData={withData}&dataSortExpression={dataSortExpression}" but only for reports that are viewable to all.
When I try to...
When I try to...
1 Answer
Bobby Jones
Last activity on 4/15/2022 10:57:09 AM by Christasia Bloom
Workflow Task Notifications
Hello there, I want to confirm the following before making a change:
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...
1 Answer
Tevis Boulware
Last activity on 4/18/2022 9:25:22 AM by Mark Sayers
Web Service Step Completion
Hello,
I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...
I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...
1 Answer
Trent Urness
Last activity on 4/13/2022 3:29:22 PM by Mark Sayers
Service/Service Offering not appearing in list of services in form
Hi there,
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
1 Answer
Damon Stennett
Last activity on 4/13/2022 2:06:32 PM by Mark Sayers
Create new department using Postman
is there a way using Postman to test api settings and create a new department? I would do this in the sandbox for testing purposes.
1 Answer
Kirk McCoskey
Last activity on 4/13/2022 1:50:24 PM by Mark Sayers