Questions

Copying multiple tasks (inc. parent/child tasks) at once

Hi,
I'm trying to copy more than one task at once in a waterfall plan, but it only pastes the first task in the list. Is there a way around this?
Also, this KB article ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet...

1 Answer

Constantin de Boisseson Last activity on 5/2/2024 10:04:44 AM by Mark Sayers

auto write to a new field

We would like to put a date and time box in our tickets but this field will be based off of a canned response with an appointment link and once the customer uses makes that appointment one of our API's will then fill in the field with the date an...

1 Answer

James Richard Last activity on 5/1/2024 3:48:48 PM by Mark Sayers

Anyone Using Microsoft Power Automate to Create Tickets

I'm new to TeamDynamix, we use an intake form on SharePoint for new users. We would like to in turn use Power Automation to create the ticket in TDX. Any help would be appreciated.

1 Answer

Mark Davis Last activity on 5/1/2024 3:44:13 PM by Mark Sayers

Google "Less Secure Apps" Changes

With Google rolling out their new release this summer that gets rid of the "Less Secure Apps" permission and traditional IMAP settings, we are wondering if TDX will be adapting to accommodate that change or if there is a specific way we can prepa...

1 Answer

Kenneth Williamson Jr Last activity on 5/1/2024 3:38:18 PM by Mark Sayers

Mass inactivate users through People Import

Hi
Due to an issue a while back, we had to run an emergency iPaaS job to activate all users. Now, we'd like to selectively inactivate users who are no longer employed or are students. I've tried to create a People Import spreadsheet using onl...

1 Answer

Chuck Renninger Last activity on 5/1/2024 3:32:14 PM by Mark Sayers

forms and service, type (and service offering) attributes: TDClient vs. TDNext

I'm setting up forms and trying to keep them as simple as possible. Therefore I'm not including service, service offering, and type attributes since I can associate the form with the service offering and those attributes should be taken care of. ...

1 Answer

Greg Van De Mark Last activity on 5/1/2024 9:46:37 AM by Mark Sayers

Web Service Auth Accounts

Hello,
I have a workflow with a web service method that is supposed to create a ticket in a different app. When that step is reached, the logs show a 403 Forbidden error.
Response Body:
{"Message":"You do not have access to this applic...

1 Answer

Scott Cory Last activity on 4/30/2024 2:42:08 PM by Mark Sayers

Knowledge base article contents in Database/File System

I am an on-premise customer on 11.6.
Where can I find the contents of KB articles either within the database or in the servers file system? My end goal is to be able to search all KB articles looking for a specific link. I see most KB article...

1 Answer

Mariah Rible Last activity on 4/30/2024 3:01:33 PM by Mark Sayers

Managers getting ticket tasks, but not being able to VIEW ALL Tickets in the application.

We have a ticketing application that our Executive Admin group uses. We want them to assign ticket tasks to other Managers in the County. We want the managers to be able to see thier ticket task and the specific TICKET details, but not have visib...

1 Answer

Annie Wilson Last activity on 4/30/2024 1:21:10 PM by Mark Sayers

Ticket Coming off Hold generates multiple emails

Normally users receive a single email notification for a ticket that comes off hold, but recently a technician received 3 for each ticket that came off hold (3 tickets in total): 2 that looked the way they normally look (from the reply to address...

1 Answer

Tom Hilbert Last activity on 4/30/2024 1:14:45 PM by Mark Sayers

Do projects still show in time cards once they're closed?

In the Time & Expenses app, once a project is completed/closed, will it still show in the Project/Workspace drop down list? Or are closed projects automatically removed so the list doesn't get too long?

1 Answer

Constantin de Boisseson Last activity on 4/30/2024 10:33:50 AM by Mark Sayers

Location and Room, Room Not Showing

Hello, see below. I have a customer Location and Room attribute with a dependency set, but the room field does not show when the location is selected. If I use the standard location and room field, I see the expected behavior, but I cannot set a...

1 Answer

Tevis Boulware Last activity on 4/30/2024 9:12:17 AM by Mark Sayers

Desktop Autrefresh Rate?

How often does the desktop auto refresh occur? What is the period between each refresh?
We are getting reports that the auto-refresh is behaving inconsistently.
Thanks Tevis

1 Answer

Tevis Boulware Last activity on 4/30/2024 8:55:15 AM by Brittany Renn

Bulk migrating tickets to new ticketing application

We are working on launching a new ticketing application and portal to replace a TDX ticketing system we've been leveraging for eight years.

One core set of tickets we want to migrate are approximately 800 tickets that are used to facilitate...

1 Answer

Nick Durr Last activity on 4/26/2024 9:55:24 AM by Mark Sayers

Calendar Applications and Time Off Entries

Is there anyway to prevent time off entries from showing on the calendar application? Or limit who can see the entries? Concerns have been raised about every TDNext user being able to see all of the time off entries recorded. Since there are not ...

1 Answer

Corrine Knox Last activity on 4/25/2024 4:56:23 PM by Mark Sayers

Process to pull data from project requests.

I am looking to gather the following data from ALL the project requests we have had submitted from the start of TDX use.
Number of project requests in total to include those withdrawn, cancelled or converted to a project. Date the proj...

2 Answers

Mark Juzwiak Last activity on 4/25/2024 4:52:17 PM by Mark Juzwiak

Project Resource Status

When I'm in TDX > Projects > Resources, I see a list of resources, and each resource has a status. I'm trying to find what table that value comes from.
The value seems to be the status of the Resource, not the status of the Project. ...

1 Answer

Kimberly Clapp Last activity on 4/25/2024 5:06:00 PM by Mark Sayers

IVY chatbot - Zoom Contact Center - javascript file in script tags

Hello TDX ,
I have in the past asked about running a .js file within a script tag to launch Zoom Contact Center from client portal for live support calls. However, I was told that running the .js file within a script tag is not allowed.
...

1 Answer

Michael Rodriguez Last activity on 4/25/2024 9:39:51 AM by Mark Sayers

Can you batch edit ticket classifications?

Greetings,
I was wondering if there is a way to batch edit ticket classifications? we imported some tickets using the import tool, but we imported them with the incident classification instead of service request. I created an automation rule ...

1 Answer

Larissa Kupferschmidt Last activity on 4/25/2024 8:46:44 AM by Mark Sayers

Microsoft OneDrive / Intune connectors in iPaaS - Authentication Issues

Hello,
We have followed the documentation and have successfully connected to the MS Graph API in iPaaS ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=140697 ). However, when we then apply the credentials we created...

1 Answer

Robert Tonnies Last activity on 4/25/2024 9:24:20 AM by Mark Sayers

Where are TAGS stored in the DB

If I create or add a tag to a project, in which database table would I find that information?
Based on empirical data, it seems that an entry is created in the table 'ItemTags' (I see a new entry created where IT_ITEMID = my Project ID and t...

1 Answer

Kimberly Clapp Last activity on 4/25/2024 9:49:23 AM by Darin Waldrop

How can I find where "Notify Other People" is stored in the database?

I'm looking under Projects where there is project-level data, such as "Percent Complete", "Comments", "Notification" and "Notify Other People".
From what I see, it looks like you can make an update to the project, and then add people to 'No...

2 Answers

Kimberly Clapp Last activity on 4/25/2024 5:06:21 PM by Mark Sayers

KB interval Reminder to Zero

I have two related questions to 11.9:
Can it be confirmed that the "Notify Owner of Review Date" setting on each individual KB article will be set to OFF by default on day 1 release of 11.9? In TD Admin, if the "Article Owner Review Not...

3 Answers

Joshua Warth Last activity on 4/25/2024 3:46:44 PM by Mark Sayers

Project task reminders

Is there a way to sent automatic project task reminders to task owners when the end date for the task is coming up?

1 Answer

Rebecca Murphy Last activity on 4/24/2024 2:02:26 PM by Mark Sayers

Web Service Method 404 Error

Hi, I am trying to create an outage window/category in our knowledge base by following the instructions in this guide. ( ID: 157806)
I have completed everything up unto the point at which you test the service method for the first time (Step 1...

1 Answer

Geneva Cleland Last activity on 4/24/2024 1:48:02 PM by Mark Sayers

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