Questions

Webservice Account Credentials

Hi,
In testing https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4299/edit , I get a message that I don't have access to the account.
Does that refer to https://support.einsteinm...

1 Answer

Sheila McBride Last activity on 4/2/2024 1:30:53 PM by Brittany Renn

Showing people who report to themselves in a report?

We have some individuals who are set up to report to themselves in Windows AD, and that's how they get imported into TD as well. Is there a way to filter for this on a report or in a query so that we can see a list of people who have the same nam...

1 Answer

Kay Masters Last activity on 4/1/2024 12:37:34 PM by Kay Masters

New App with Email Monitoring and Replies

Hi,
I know I'm being a little obtuse about email monitors, but I'd like your advice on this scenario:
We want to start an application that will receive alerts from various security and monitoring systems and create tickets. We will want ...

1 Answer

Sheila McBride Last activity on 3/29/2024 4:31:50 PM by Brittany Renn

View Only in Assets

Good Afternoon,
Is there a way to set users up with 'view only' access in Assets? I am not finding that there is.
Thank you,
Randi~

1 Answer

Randi Buckley Last activity on 3/29/2024 4:18:51 PM by Brittany Renn

WebService Method Body

Hi,
Mark had helped me set up some web services, at least one of which I must edit. However, when I got to do so, the body tab is not active. Is there something I am missing?

1 Answer

Sheila McBride Last activity on 3/29/2024 12:32:04 PM by Brittany Renn

Update Tasks Permissions

Hello, for the security role permission, "Update My Assigned Tasks Only Restricts a user from updating tasks to which they are not assigned. This permission is ignored if the user also has the "Update Tasks" permission."
Two questions.
Do...

1 Answer

Tevis Boulware Last activity on 3/29/2024 12:26:24 PM by Brittany Renn

Sandbox Refresh - Scheduled: Monday April 8th, 2024

Hello --
Based on how I am reading the documentation ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=133132 ) the Spring 2024 Sandbox refresh will occur on: April 8, 2024. Any new work, in the Sandbox (https://plann...

1 Answer

Daniel Epley Last activity on 3/28/2024 5:06:22 PM by Brittany Renn

iPaaS: impact of changing connector definition on published flows

If I change a connector definition, does that impact published flows, or do those flows make use of the connector as defined at the time they were published?

1 Answer

David Tod Last activity on 3/29/2024 12:28:05 PM by Brittany Renn

TDX Global Support Email

Hi,
We had something odd happens with https://support.einsteinmed.edu/TDNext/Apps/2739/Tickets/TicketDet.aspx?TicketID=25154898 .
First, we are not sure how Jennifer Alexander got on this ticket. She is not in TDX and doesn't appear t...

1 Answer

Sheila McBride Last activity on 3/28/2024 3:10:21 PM by Brittany Renn

Speed up repeat step (for loop, etc) in iPaaS test mode?

Good morning!
Is there a way to speed up execution of repeat steps (for loops, etc) in test mode of a flow in iPaaS?
Thank you,
Marissa

1 Answer

Marissa Kawinski Last activity on 3/28/2024 4:52:56 PM by Brittany Renn

Update room details using API

I'm attempting to use the API endpoint https://solutions.teamdynamix.com/TDWebApi/api/locations/{id}/rooms/{roomId} to update a room. I am using Python for this request. Here's the relevant parts of my code:
data = { 'Name' : ...

1 Answer

Justin Hart Last activity on 3/27/2024 4:40:07 PM by Mark Sayers

Tickets in Different Ticket Applications

Hello,
I am wondering how you can control what tickets get put into what ticketing application. For example, we have our main ticketing application, but we also have other ticketing applications for different things, such as security manageme...

2 Answers

Miranda Bielecki Last activity on 3/27/2024 1:03:40 PM by Mark Sayers

Modify/Update Only Certain Assets in Asset/CI Application

Is there a role configuration in the Asset/CI app that will allow technicians to only update certain assets (e.g. only assets for their own Dept/Account)? It looks like once you have update capability, it is for all assets in the application unle...

1 Answer

Bret Swart Last activity on 3/26/2024 4:21:27 PM by Mark Sayers

Task Ticket Templates

Is there a way to set the default when adding a Task Template to a request to be un-checked for the Delete any existing tasks question?

1 Answer

Jeff Schilling Last activity on 3/26/2024 12:53:16 PM by Brittany Renn

Question on how to avoid a particular message when working with tasks

Hello,

We're getting an error message in our Change ENablement application (ID 38) (that has no impact nor does it stop us from completing processes, but it is annoying):

We see this error in Change tickets when ad...

1 Answer

Eugene McGeehan Last activity on 3/26/2024 11:52:20 AM by Brittany Renn

incremental cart feature

Hi Team,
I am trying to add some functionality to TDX using ipaas where I am looking to have a incremental '+' or '-' buttons to add multiple items with same feature so that I can use it accordingly. Please help me find something which can be...

2 Answers

Bhanu Prakash Reddy Baddam Last activity on 4/4/2024 12:48:09 PM by Mark Sayers

API/IPaaS Endpoint to Create Approval

Hello, I would like to confirm that no existing API or IPaaS endpoint allows the creation of an "Approval" on a ticket. Only ticket tasks? Is there a workaround that allows the creation of an "Approval" or a "Choice" on a ticket?

Thanks, T...

1 Answer

Tevis Boulware Last activity on 3/25/2024 4:48:23 PM by Mark Sayers

SOC 1 and 2 reports for the project site.

Does TeamDynamix have SOC1 and 2 type 2 reports for the Project module?

1 Answer

Steve Pereira Last activity on 4/4/2024 10:31:10 AM by Mark Sayers

Report filter - Multiple filters with one prompt

Hello,
Is it possible to create a ticket report that filters on multiple fields but using a single prompt?
For example, I would like a ticket report that searches the title, description, and requester fields for 1 search word.
I know ...

1 Answer

Joe Rojas Last activity on 3/25/2024 11:24:52 AM by Mark Sayers

How do you assign a task to a ticket form?

How do you assign a task to a ticket form? I opened my ticket form and the client portal settings for the form but there isn't a place to attach a task by default.

1 Answer

Darryl Kimak Last activity on 3/25/2024 9:03:30 AM by Brittany Renn

Using a RegEx to validate a value in an iPaaS form

Is there a way to write a condition that will compare a value of an iPaaS text box element with a regular expression? In my specific case, I have some validation sanity that wants to make sure a particular element contains exactly and only three...

2 Answers

Jim Lucas Last activity on 3/25/2024 3:14:20 PM by David Tod

Searching in assets/ci's

Currently when we go to Assets/CI's there is a search box in the upper right that will search by certain fields, is there a way to edit this or adjust to search other fields as well, at least just one?

1 Answer

James Richard Last activity on 3/22/2024 4:00:25 PM by Mark Sayers

Deleting a Ticket Attachment with Sensitive Data

Hi there,
If a ticket attachment is deleted, is it no longer accessible to anyone (from Admin to Client), or is it stored somewhere? Can it be retrieved or accessed after deletion?
The scenario is a client creates a ticket and attaches se...

1 Answer

Tristina Grywalski Last activity on 3/22/2024 2:31:28 PM by Brittany Renn

Types: Number in type category does not equal number in types

In TDAdmin, I see a type category has four types. Also, in TDAdmin, I go to the types area and sort by category and see only two. It looks like I'm not excluding anything with the default search. Where are the two missing types?

1 Answer

Greg Van De Mark Last activity on 3/22/2024 12:17:01 PM by Mark Sayers

API Endpoint / Structure to Create a Ticket

Hello,
In searching the documentation, I am not seeing an endpoint for creating a ticket (and the suggested structure for the body/payload).
Here is the nearest section where I would expect to see it: https://services.ku.edu/TDWebApi/Hom...

1 Answer

Robert Tonnies Last activity on 3/22/2024 9:52:27 AM by Robert Tonnies

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