Questions

How 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...
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
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
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.
...
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
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...
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...
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...
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
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...
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 ...
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...
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...
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...
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 ...
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

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