Questions

Assign Projects to Resources

Hello
How do we assign projects to a resource.
Currently we open a project and assign resource. How to do it the other way, as the resources are working across multiple projects.
Thanks

1 Answer

Meena Murali Last activity on 1/29/2024 9:33:00 AM by Mark Sayers

Some Users are not Receiving Email Notifications from a Workflow

We have created a custom attribute as an approval role in a workflow. The Approvers receive notifications whenever an approval is awaiting their response. However, some people are not receiving the email notifications. I have confirmed that notif...

1 Answer

Valencia Ingram Last activity on 1/26/2024 3:53:32 PM by Mark Sayers

Assets No Longer in Use

Is there any way to ensure assets that are marked as Out of Service no longer appear in the selection to be associated with a ticket? We still need the historical information for reporting, but we have a number of older assets that are out of ser...

3 Answers

Amy (Dube) Hodgdon Last activity on 1/26/2024 3:57:56 PM by Amy (Dube) Hodgdon

Receive "Permission Denied" message trying to view KB "Project Request Workflows"

https://solutions.teamdynamix.com/TDClient/1965/Portal/Shared/NoPermission.aspx

1 Answer

Michael Kuhn Last activity on 1/26/2024 2:08:41 PM by Mark Sayers

automated way to send all tickets within a report a comment, or email to the ticket submitter

Hello,
I run reports each week to cleanup several statuses. In each of these reports, I go through each ticket and post a comment to the submitter.
Is there any kind of option or work around to automate sending the same comment to each...

3 Answers

Shannon Sharon Last activity on 1/26/2024 2:03:48 PM by Shannon Sharon

Copying temp file from iPaaS to Linux system via Custom SSH Connector

What are the recommended practices for taking a temp file in iPaaS and copying/creating a file based on it on a Linux system via SSH?
The following article only provides instructions for a Windows based system:
https://solutions.teamdyna...

1 Answer

Jim Lucas Last activity on 2/29/2024 10:00:14 AM by Mark Sayers

Unable to add new locations

Hello, I've double-checked to make sure that I am an administrator of our TDX Environment as well as the appropriate Asset app, but I can't seem to add locations to our environment. Is there something I'm missing? In the admin center -Organizatio...

1 Answer

Dylan Quast Last activity on 1/26/2024 9:29:35 AM by Mark Sayers

Project Status Report

Can I run the project status report for an individual plan? I have multiple plans in one project and I would like a similar report to the project status report but broken out by each plan. Alternatively, I would love to move a plan over to a new ...

1 Answer

Steve Pereira Last activity on 1/25/2024 3:41:39 PM by Mark Sayers

Report to pull range value based on current day and Date Picker custom attribute value

Hello,
We are building a form that prompts a Requestor to input a service date (Anticipated Service Date), via a Date Picker custom attribute, that is sometime in the future.
We’d like to have a report on a desktop to track these that pul...

1 Answer

Tanner Grubbs Last activity on 1/25/2024 3:27:34 PM by Mark Sayers

Specify array size in form

Is there a way to specify the full array of results when setting a flow result expression ? I can only get it to grab 1 single result as a choice in a drop down list using a group in my flow vs setting form choices in a flow.

2 Answers

Matt Hoadley-Jager Last activity on 1/25/2024 2:09:45 PM by David Tod

Passing table values from flow to form

Hi, So I'm trying to pass multiple values to my form. I know that you can do this by setting a table or form choices in the flow with the properties being named text and value, but that only allows for 2 possible values and i want more than 2. Is...

1 Answer

Matt Hoadley-Jager Last activity on 1/25/2024 11:07:20 AM by David Tod

Clear or Force Updating the Required Type Field

We've implemented new Type categorization. We have a generic Type that we use as a placeholder for email intake. We would like our staff to always update the Type on the ticket after submission. Is there a way to force our staff to update this fi...

1 Answer

Julien Rossow-Greenberg Last activity on 1/25/2024 11:26:31 AM by Mark Sayers

notification Templates

Hello!
Anyone know how I can get the default notification templates? I made a change to 2, and I my need to revert back.
Ticket Created (Requestor)
Ticket Created (Ticketing User)

1 Answer

Michael Rodriguez Last activity on 1/25/2024 9:09:11 AM by Mark Sayers

Get Ticket Status Endpoint Issue

.../TDWebApi/api/{appId}/tickets/statuses/{id} is not found

I tried using a webhook and Postman with our appId and a ticket ID in the URL varilables

2 Answers

Scott Cory Last activity on 1/24/2024 6:20:55 PM by Scott Cory

IPaaS Flow Not Visible in TDX Workflow

I am following the steps in the " Creating a TDX CWorkflow Trigger in IPaas ," and I have done this several times, but I can't seem to get the IPaaS flow visible in the TDX Workflow
https://app.screencast.com/cOZ5txWx3wOG6
Can you point...

1 Answer

Tevis Boulware Last activity on 1/24/2024 2:41:40 PM by Mark Sayers

TDNext Tickets Opening on Client Portal

Hello,
I have a student worker is having an issue where every time he clicks a ticket on his TDNext desktop, it is opening up in the client portal. For other student workers (and myself), the tickets just open up on TDNext like they should. A...

2 Answers

Riley Fay Last activity on 1/26/2024 10:33:44 AM by Riley Fay

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

Hello,
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

Hello,
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

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