How to enter new line in an email message

I have an iPaas flow that emails a list of successful transactions to a recipient. The list is being generated in the flow as transactions are processed. I have added an "alt-enter" (hold alt down and press enter key) at the end of each transac...
2 Answers
Michael Olson Last activity on 1/24/2024 10:19:21 AM by David Tod

Username changes via import

About 700 personal email addresses where imported under the heading of "username" in a very large import (100,000) from with TDAdmin. I made the correction in the import file for the 700 with the school email in the "username" column....
1 Answer
Michael Rodriguez Last activity on 1/24/2024 9:08:10 AM by Mark Sayers

Adding Location Field to Ticket Creation Email Notification

We are trying to add the location field from our tickets into the "ticket created" email notification for our ticketing users but we are running into issues. Would someone be able to tell us how we could accomplish this?
2 Answers
Riley Fay Last activity on 1/23/2024 3:20:01 PM by Riley Fay

Is there a way to clone or copy a ticketing app?

We're starting to plan going enterprise with TDX. It would be nice to be able to set up some common services and forms and then be able to clone the ticketing app for each new department.
1 Answer
Sheila McBride Last activity on 1/23/2024 11:22:39 AM by Mark Sayers

TDX, DocuSign, and iPaaS

Hi! Below is a question I asked regarding using to TDX for performance review. While there are other tools made for this, I am stuck with a PDF from HR I must use. So taking into account what was mentioned in the last answer and whatever integrat...
2 Answers
Michael Rodriguez Last activity on 1/24/2024 4:37:32 PM by Mark Medaugh

Remove User Access to Desktop

Is it possible to remove a user's access to a desktop without deleting the template?0
I've removed TDNext access and technician license so the user cannot get to the desktop, but we would like to also remove the user's access to the desktop.
1 Answer
Percevial Murphy Last activity on 1/22/2024 11:05:44 AM by Mark Sayers

People Import

Can someone tell how TDX matches users when a import occurs and user is already in the system for update?
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
1 Answer
Michael Rodriguez Last activity on 1/22/2024 10:08:29 AM by Brittany Renn

Reporting on Open Child Tickets

In case I'm missing it, is there a way to report on only active or open child tickets of a parent? I want to query for a subset of releases and see at a glance how many of them still have child tickets that have not been resolved/closed/cancelled...
1 Answer
Will Schultze Last activity on 1/22/2024 10:01:07 AM by Brittany Renn

TDX main page

Hello I have a quick question, I was wondering if there is any way to edit or remove the Sign-In page I have included a screenshot for reference on which page I am talking about.
1 Answer
Ryan Turner Last activity on 1/22/2024 9:37:56 AM by Mark Sayers

Loading Expenses to Projects via Import or API

Is there a way to load expenses to projects via import or an API call? I didn't see an option for this when I looked at the API documentation, but wanted to check if it was a matter of me just looking for the items by a different name or in the w...
1 Answer
Corrine Knox Last activity on 1/22/2024 9:34:34 AM by Mark Sayers


Within a Form I have a singular flow with a parameterized switch which then returns a template for use within the form based on which action is taken on the form. This cuts down how many flows are created for a form when trying to make it...
2 Answers
Alex Haberer Last activity on 1/19/2024 3:48:12 PM by Miles Bagwell

Can "Search Users" Action/Method Results Be Limited by Group Membership?

Does anyone know of a way to restrict the results of the "Search Users" action from the iPaaS TDX Common connector to either just members of one or two groups or prevent users from a specific group from appearing in the results? I know this can b...
2 Answers
Corrine Knox Last activity on 1/19/2024 10:04:19 AM by Mark Sayers

Assignment Metrics

I am looking to see if there is a metric report that i can run to find incidents that were assigned to a a particular group, but not necessarily still assigned to that same group. e.g. If a ticket moves around from group A to group B to group C, ...
1 Answer
Aleasha Sawyer Last activity on 1/18/2024 3:17:54 PM by Mark Sayers

Project Initial Hours Calculation

Can you explain how the "initial hours" field in projects and project reporting are calculated?
1 Answer
Kim Rathbone Last activity on 1/17/2024 4:27:49 PM by Brittany Renn

Information Deleted from Sandbox

Hello we recently created a process for change management in our Sandbox environment, which consisted of a new category and form and new attributes as well as a workflow and an automation rule to direct that ticket to the correct group. We tested...
1 Answer
Ryan Turner Last activity on 1/17/2024 12:11:51 PM by Mark Sayers

Comments/Updates in Web Service Method Parameters

Is there any way to get Comments or a Ticket Update from Ticket as a Parameter in a Web Service Method? All I see is Description which is not the same as a ticket update or comment. The workaround I am considering is a custom attribute field, b...
2 Answers
Scott Cory Last activity on 1/16/2024 3:40:56 PM by Scott Cory

Closed Projects data availability

How long are data from closed projects available? Is there any duration limits/retention policies we should be aware of?
1 Answer
Kim Rathbone Last activity on 1/16/2024 4:48:33 PM by Mark Sayers

TDX WebHooks marked as metered?

Hello, I have a couple of webhooks from TDX Ticketing applications that only use TDX Connectors and Microsoft User-Send Mail connectors. Is it the Send Mail connector that makes these webhooks "Metered"?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 1/16/2024 4:49:52 PM by Mark Sayers

Have a User with Type "Contact"

I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?
1 Answer
Sheila McBride Last activity on 1/16/2024 1:28:24 PM by Mark Sayers

Report Showing Attribute Values

Hi Mark,
Please see the attached.
1 Answer
Sheila McBride Last activity on 1/16/2024 12:39:11 PM by Mark Sayers

Past Date/Time Attrubute

The date/time attribute only allows a date/time in the future. Is there a way to set a date/time attribute of an event that ocurred before the time a ticket is created?
2 Answers
Scott Cory Last activity on 1/16/2024 12:48:02 PM by Scott Cory

Limited access for contractor

We have a contractor who supports a single service. Since other aspects of the service belong in our main ticketing app, we are not interested in creating a unique app for these external techs. We do not want to have outside parties having access...
2 Answers
Nate Burt Last activity on 3/22/2024 10:33:43 AM by John Adams

Technician Dashboard

I am following the KB artcile about Designing a Ticket Dashboard ( ).
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...
2 Answers
Darin Waldrop Last activity on 1/16/2024 3:03:03 PM by Darin Waldrop

Actual Hours Report

Does the task time roll up into the ticket time on the actual hours report?
1 Answer
Annette Howard Last activity on 1/12/2024 2:00:59 PM by Brittany Renn

iPaaS Connector Problem

In iPaaS I made a new connector using the standard REST API Service connector. The new connector uses a Generic OAuth 1 credential. If I use action that has no parameters and doesn't pass anything in the body it works successfully. But when I...
2 Answers
Cory Morgan-Berg Last activity on 1/11/2024 6:04:45 PM by Mark Medaugh

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