How to Exclude Withdrawn Project Requests from Not Submitted Requests Reports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

In iPaaS flow calling PS to run Executable on proxy server, how to capture exit code

We are using a PowerShell script in an iPaaS flow to call an executable file on the Proxy server, but have so far been unsuccessful in capturing the console app's Exit Code. Does anyone know how to accomplish this?
1 Answer
Will Tonkin Last activity on 9/8/2023 2:55:45 PM by Mark Sayers

in iPaaS how do I call an Executable file on the proxy server from a flow

I need to be able to in iPaaS call an Executable file on the proxy server from a flow. Could you please provide an example?
1 Answer
Will Tonkin Last activity on 9/8/2023 2:13:31 PM by Will Tonkin

Multiple department fields on a form?

Hi there. Is it possible to have multiple department attribute fields on a form? I tried adding a new field but there was no department field type available. There is only the one generic department field that is on every form. I have a customer ...
1 Answer
John Allen Last activity on 9/7/2023 4:37:05 PM by Mark Sayers

What is the character length of the Project ID field?

What is the character length of the Project ID field?
1 Answer
Rebecca Murphy Last activity on 9/7/2023 2:28:59 PM by Mark Sayers

iPaaS Email html stripping name attribute

I have a flow that sends an email via notify using standard SMTP. The input html contains:
<a name="test" id="test">test</a>
but when it is sent, the name attribute is stripped. Why?
1 Answer
David Tod Last activity on 9/8/2023 1:26:57 PM by Brittany Renn

Automation Rules: Assign to a set of users directly

Can some explain if an automation rule can assign to a set of individuals instead of a group provided all the conditions are met. I am preparing for implementation and do not have access yet.
Thank you!
1 Answer
Michael Rodriguez Last activity on 9/7/2023 10:31:14 AM by Brittany Renn

Adding Portfolio Issues

Are TDnext users beyond the portfolio "manager" able to add issues to an existing portfolio w/in the analysis application? If so, how is that setup?
1 Answer
Rebecca Murphy Last activity on 9/6/2023 11:37:11 AM by Mark Sayers

Delete a project status comment

I have an incorrect information in a comment that I saved when I updated a project. Is there a way to delete that information?
1 Answer
Martha Bernholz Last activity on 9/5/2023 3:10:42 PM by Brittany Renn

Project update schedule email characters

I am working on new language for the project update schedule email. Do we have the option to make some of the langauge "stand out?" Such as using bold or italics? I notice this is an option in the project update templates, but I am not seeing it ...
2 Answers
Julianna Smolka Last activity on 9/5/2023 2:24:37 PM by Julianna Smolka

Services page - my favorites?

Is there a way to show my favorite services on the main Service Catalog page of a portal?
1 Answer
David Tod Last activity on 9/5/2023 10:33:54 AM by Mark Sayers

Asset parent in a different application

I know you can define a relationship to a different application, but my poking around suggests that a parent cannot be in a different application. Is that right?
1 Answer
David Tod Last activity on 8/30/2023 1:14:07 PM by Brittany Renn

Cell Phone Text Messaging Capabilities

Does the ticketing system support cell phone text notifications via the use of a form? Facilities is wondering for their emergency requests if there's any way to build a text notification to their cell phone vs. an email?
1 Answer
Malia Gallardo Last activity on 8/30/2023 11:12:52 AM by Brittany Renn

QR Codes in sandbox and production

We would like to know if the same qr code is generated for each asset in sandbox as in production? We are testing assets in sandbox and the assets team wishes to start labeling but I have them standing by until we confirm the codes in both syst...
1 Answer
Ivan Williams Last activity on 8/30/2023 9:53:30 AM by Mark Sayers

Knowledge Base Article Report - "Read By" aggregate options

What are the definitions for "Read By" aggregate options in the knowledge base report?
Average Maximum Minimum Sum
Specifically, if the definition for the "Read By" value is "The number of unique viewers of the artic...
1 Answer
Vance Smith Last activity on 8/29/2023 12:02:42 PM by Mark Sayers

Allow Public Requestor on Form

We are creating tickets from IvyQuantum Live Chats using the API, but when the email is not matched, the Requestor is blank. Is there a way to allow public requestors and enter the contact info as read only without creating an active service in ...
1 Answer
Scott Cory Last activity on 8/28/2023 1:24:17 PM by Mark Sayers

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