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General QuestionsPreventing Invalid Time Entries
Is there any way to prevent invalid time entries from being created? In testing, we have found that people can enter negative time or enter more than 24 hours in a single day.
While I know that the supervisors can reject these time entries, i...
While I know that the supervisors can reject these time entries, i...
1 Answer
Corrine Knox
Last activity on 5/29/2024 10:33:29 AM by Mark Sayers
How to remove Milestones from PPM buisness case
I am having difficulty removing the Milestones tab from the PPM business case.
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...
1 Answer
Timothy Mellin
Last activity on 5/28/2024 10:13:04 AM by Mark Sayers
Web Service Post
Hi,
I'm doing a web service ( https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4346/edit ) to create a ticket from IT ticketing to HPC ticketing. It failed. https://support.einstei...
I'm doing a web service ( https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4346/edit ) to create a ticket from IT ticketing to HPC ticketing. It failed. https://support.einstei...
1 Answer
Sheila McBride
Last activity on 5/28/2024 9:39:07 AM by Mark Sayers
Populating ticket data based on a user query
For employee separation tickets, I want to populate certain fields based on the employee name selected in the ticket - which is a Person type field. For example. I have ticket attributes for Employee Initials, Job Title, and Start Date. and for ...
1 Answer
Gordon Dunlap
Last activity on 5/28/2024 9:35:07 AM by Mark Sayers
Email Report Delivery Customization
I am editing the notification templates. I notice there is a way to edit notifications for briefcase, projects etc as well as ticketing application notifications. Is there a way that when you have a report that has an email delivery that you coul...
1 Answer
George Pink
Last activity on 5/28/2024 9:32:08 AM by Mark Sayers
Viewing tickets on workspace calendar
Hello!
I've added a handful of tickets to a workspace as a way to group these tickets together and plan the upcoming work. These tickets each have start and due dates set and can be visually displayed in the Timeline view. The timeline view i...
I've added a handful of tickets to a workspace as a way to group these tickets together and plan the upcoming work. These tickets each have start and due dates set and can be visually displayed in the Timeline view. The timeline view i...
1 Answer
Sam Fischer
Last activity on 5/28/2024 11:35:57 AM by Brittany Renn
Viewing Ticket Tasks from Client Portal
Is there a way to make ticket tasks viewable from the Client Portal? We are using ticket tasks pretty heavily and our clients would like to be able to track the progress of those from the client portal, as a way to monitor the overall progress of...
1 Answer
Kathy Pauley
Last activity on 5/28/2024 9:05:48 AM by Mark Sayers
TypeID Inaccurate
I have a Condition in a workflow that is referencing the "TypeID" value to determine if the person is a User or Customer.
https://solutions.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Users.UserType
However, a recent ...
https://solutions.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Users.UserType
However, a recent ...
2 Answers
Scott Cory
Last activity on 5/28/2024 12:33:46 PM by Scott Cory
Is there any way to debug script elements in flows
I need to debug a script element in an iPaas flow but have been unable to find any way to get data out of the script (excluding the result). Are there any methods or functions that can be used to present the values of variables in the script (li...
1 Answer
Andrew Moody
Last activity on 6/26/2024 3:56:57 PM by Mark Sayers
Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools
Hi there,
We are looking at trying to connect our TDX instance to PowerBI.
Is TDX working on a Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools? We are currently using the commun...
We are looking at trying to connect our TDX instance to PowerBI.
Is TDX working on a Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools? We are currently using the commun...
1 Answer
Samuel Jones
Last activity on 6/5/2024 9:37:17 AM by Michael Ligouri
Removing a ticket connected to a KB article through the KB
Hi,
Is there a way to remove a ticket connected to a KB through the article rather than the ticket?
Thanks!
Is there a way to remove a ticket connected to a KB through the article rather than the ticket?
Thanks!
1 Answer
Joshua Warth
Last activity on 5/23/2024 12:33:55 PM by Mark Sayers
Project by Resource filtered by Functional Role showing resources not assigned the selected functional roles
Hi,
I'm using the Projects by Resource report under the Analysis tab to show which projects 3 specific functional roles are assigned to. However, in the past few months there are 3 resources who are showing up on this report who aren't assign...
I'm using the Projects by Resource report under the Analysis tab to show which projects 3 specific functional roles are assigned to. However, in the past few months there are 3 resources who are showing up on this report who aren't assign...
2 Answers
Kim Rathbone
Last activity on 5/23/2024 12:40:08 PM by Kim Rathbone
Disaster Recovery Process
I am looking for information of your Disaster Recovery Process.
Thank you,
Jason.
Thank you,
Jason.
1 Answer
Jason Heaton
Last activity on 5/23/2024 9:37:58 AM by Mark Sayers
iPaaS Form Respondent Data
Does the form link contain information about who the expected respondent is?
I have a flow that sends a form link. One run sent it to a distribution group. The respondent information had the distribution group name and email rather than the i...
I have a flow that sends a form link. One run sent it to a distribution group. The respondent information had the distribution group name and email rather than the i...
1 Answer
David Gillespie
Last activity on 5/22/2024 3:42:44 PM by Mark Sayers
Date/Time Picker in Card Wall?
Is there not a date/time picker when using the card wall? Do I have to type in the date on the Start/End attribute?
1 Answer
Zack Cameron
Last activity on 5/21/2024 4:57:00 PM by Brittany Renn
iPaaS: What flow(s) call this flow?
Is there a simple way to determine which flow(s) are calling a given flow? I have a utility flow and I want to see where it's being called from.
1 Answer
Patrick LaFollette
Last activity on 5/21/2024 3:56:46 PM by Mark Sayers
IIQ Connector
Hi there,
We are transitioning our account management to SailPoint IIQ and I am wondering what, if any, connectors exist to for TDx.
Cheers,
Damon
We are transitioning our account management to SailPoint IIQ and I am wondering what, if any, connectors exist to for TDx.
Cheers,
Damon
1 Answer
Damon Stennett
Last activity on 5/21/2024 2:36:45 PM by Mark Sayers
Workflow approver
Hello!
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...
1 Answer
Michael Rodriguez
Last activity on 5/21/2024 9:07:53 AM by Mark Sayers
How to activate the Analysis Application
During my training, Analysis was demoed as part of the training.
When I go to my TDNext desktop, Analysis is not one of the tabs that appears.
I want to configure Portfolios and Programs in my PPM, but cannot do so until I am able to acce...
When I go to my TDNext desktop, Analysis is not one of the tabs that appears.
I want to configure Portfolios and Programs in my PPM, but cannot do so until I am able to acce...
1 Answer
Timothy Mellin
Last activity on 5/21/2024 9:03:09 AM by Mark Sayers
Company = Organization?
TeamDynamix.Api.Users.User.Company
The company of the user.
Is "Company" the same as "Organization"?
Is "Company" the same as "Organization"?
2 Answers
Scott Cory
Last activity on 5/20/2024 7:08:16 PM by Scott Cory
Assigning a ticket to the CI owner group
Here's what we're trying to do:
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...
The user fills in a form and selects the appropriate Application Configuration Item (CI). The Application CI has an assigned owner group. Assign responsibility for the ticket to the owner group.
It seems th...
1 Answer
Steve Cade
Last activity on 5/20/2024 4:46:42 PM by Mark Sayers
iPaaS Flow Timeout
I have recently created my first iPaaS Flow. It waits for a device to be enrolled into JAMF (our Mac management system), and then fills in required fields in JAMF. Because this involves waiting for an end-user to enroll their device, I have put a...
1 Answer
Jason Shirley
Last activity on 5/21/2024 6:12:37 PM by Michael Ligouri
Report of Approvals in Workflow Approval Step
Hello, and happy Monday!
I was wondering if there is a way to get a report of approval statuses for a specific Workflow Approval Step? We are trying to find out if these requests are always getting approved, and maybe we could remove the app...
I was wondering if there is a way to get a report of approval statuses for a specific Workflow Approval Step? We are trying to find out if these requests are always getting approved, and maybe we could remove the app...
1 Answer
Matt Angel
Last activity on 5/20/2024 10:23:57 AM by Mark Sayers
5/16/24: PPM Advisory Group - Tickets to Projects Recording
Good afternoon,
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...
The May 16, 2024 PPM Advisory Group meeting contained very helpful information regarding converting tickets to projects. I saw the meeting was being recorded. Can I be sent a link or instructions on how to access the meeting r...
1 Answer
Daniel Keenan
Last activity on 5/17/2024 4:36:04 PM by Matthew Logering
Mobile app
Could someone direct me to instructions on registering the mobile app? Thank you!
1 Answer
Mike Pifher
Last activity on 5/16/2024 12:14:42 PM by Mark Sayers