Does TDX Mobile App copy data to US servers?

We're a Canadian SaaS client and want to explore the new technician mobile app. Can you direct me to any information on app data-residency -- for example, will data be replicated to a US server when viewing items in the mobile app?
1 Answer
Stephen Wichuk Last activity on 6/26/2024 3:38:16 PM by Mark Sayers

HTML Not Being Formatted in IPaaS Template

Hello, see below. I am trying to extract the HTML-formatted feed entry from a ticket and send it through HTML formatted email. However, when I extract the feed entry and insert it into a Template property, the HTML is not rendered in the email o...
1 Answer
Tevis Boulware Last activity on 6/26/2024 2:40:52 PM by David Tod

Project form in Project application

I've been trying to figure out how to configure the form that can be used to create a project directly in the Projects application (going to +New). I've been playing around with the attributes and project types but can't seem to make sens...
1 Answer
Alyx Lyons Last activity on 6/26/2024 3:13:16 PM by Mark Sayers

Does "My assigned tickets" show tickets with an "On Hold" status?

Just want to confirm if it does or doesn't, and if it doesn't, I'm curious about the reason.
1 Answer
Lorne Pearl Last activity on 6/25/2024 11:13:06 AM by Mark Sayers

Testing who has permissions to view a ticket

Is there a way, through webapi calls or iPaaS, that I can test if a particular user has the permissions to view a specific ticket. For example, given the ticket ID 1234 and the user User1, I want to test if the user will see the ticket or the "pe...
1 Answer
Gareth Kmet Last activity on 6/25/2024 9:56:27 AM by Mark Sayers

Registering the TDX Mobile App

Good afternoon. I was able to find the TDX Mobile app in the Apple store, but when I follow the directions
I do not see the "TeamDynamix Mobile".

Is the do...
1 Answer
Tevis Boulware Last activity on 6/25/2024 9:18:30 AM by Mark Sayers

Blank Security Role ID

Hello, for the People update API endpoint, the security role ID is optional. If an update leaves this field blank on an existing person, will the existing Security Role ID be preserved, or will it be overwritten with a null value?
As a side...
1 Answer
Tevis Boulware Last activity on 6/24/2024 12:21:37 PM by Mark Sayers

iPaas: Maintenance notes

Is there a similar KB category/article for iPaas?
Just looking for a log of all the maintenance releases for iPaas and what they covered.
1 Answer
Gareth Kmet Last activity on 6/24/2024 10:07:31 AM by Mark Sayers

Dynamic row number in array within table

What would be the syntax to replace [1] with a dynamic row number within the table? I tried every combination of "i" but can't get it to work. I keep getting null value returned. If I use a hard coded row number, e.g. Response[1]['city'],...
1 Answer
Jason West Last activity on 6/26/2024 5:36:42 PM by Michael Ligouri

Combined Task and Workflow Step Report

I've noticed that some technicians are missing workflow steps and or tasks. Can I create a single report that contains incomplete workflow steps and tasks regardless of ticket status? Or do you have another approach?
1 Answer
John Anderson Last activity on 6/20/2024 4:36:19 PM by Mark Sayers

When creating a ticket in TDX auto population of data into certain fields.

When creating a ticket in TDX auto population of data into certain fields. When creating the ticket I and add the requester their department is auto populated, but not the building or room. Would this be possible to setup? If so how would I do...
1 Answer
Matthew Thompson Last activity on 6/20/2024 4:32:53 PM by Mark Sayers

KB Templates

I am building out a KB for my department and I am wondering how I use the templates listed here: Article - Article and Service Templates (
For example, I am trying to add in collapsible panels, but I am not sure h...
1 Answer
Miranda Bielecki Last activity on 6/20/2024 3:52:23 PM by David Tod

Response SLA or Similar

We're looking for a way to measure when a Response SLA has been met that MUST include a communication to the requester.
Today it appears the Response SLA is met when the status changes from New. For a Ticket that is received via a phone call...
1 Answer
Kelson ONeil Last activity on 6/20/2024 3:15:41 PM by Mark Sayers

Link to TeamDynamix Mobile - Launch Webinar

Is there a link that we can share with others in the organization to attend the TeamDynamix Mobile - Launch Webinar?
1 Answer
Danee Gunka Schwartz Last activity on 6/20/2024 1:55:42 PM by Mark Sayers

IPaaS Connectors and XML

I have a use case where I need to port over an existing Drupal/PHP script into IPaaS/TeamDynamix. The system is "KickServ", which only works with XML.
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
1 Answer
Tevis Boulware Last activity on 6/26/2024 3:49:53 PM by Mark Sayers

Group Ticket Creation Report by Day/Month

Looking through the Display Formats for the "Created" field in ticketing reports, there is no format for Day/Month which I would think would be one of the more common display formats? Is this something we're able to create as an attribute somewhe...
1 Answer
Justin Melton Last activity on 6/18/2024 3:21:27 PM by Brittany Renn

How to sort ticket reports by Create date?

Is there a way to sort ticket reports so that they show the oldest tickets first?
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
1 Answer
Kay Masters Last activity on 6/18/2024 1:30:42 PM by Greg Van De Mark

SLAs and Priority MAtrix

We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
1 Answer
Michael Rodriguez Last activity on 6/18/2024 2:23:44 PM by Brittany Renn

Linking Tickets to a Project

We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
1 Answer
Valentina Gutierrez Last activity on 6/18/2024 11:12:42 AM by Brittany Renn

Chat bubble bouncing

Is there a way to prevent the chat bubble in the lower right-hand corner from bouncing every time a page on this site loads? As I am browsing through the site, I don't really need a reminder that the chat is there every time I click on a link.
1 Answer
Beau Stribling Last activity on 6/17/2024 4:36:26 PM by Mark Sayers

Different Result Forms for Similar iPaaS Expressions

I was testing a flow in iPaaS recently and found that if I set a property value by selecting a row in a data model array using the Find In expression, the result was an integer, however, if I set the same property using the Get In expression with...
1 Answer
Corrine Knox Last activity on 5/17/2024 4:03:43 PM by Mark Sayers

Can we setup automatic notifications when cards move?

Can we setup automatic notifications when cards move from one column to the next w/in a card wall?
1 Answer
Rebecca Murphy Last activity on 6/17/2024 10:59:58 AM by Mark Sayers

Is there any way to have the "Last Updated" attribute for projects respond to changes to custom attributes on the update form

Is there any way to have the "Last Updated" attribute respond to changes to custom attributes on the update form?
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
1 Answer
Bates Nunamaker Last activity on 6/14/2024 1:37:17 PM by Mark Sayers

Visibility of Workflow Step for Requester in Client Portal

Hi TeamDynamix,
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
1 Answer
Stephen Wichuk Last activity on 6/14/2024 10:38:48 AM by Mark Sayers

Need to update department info for API people lookup

We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
1 Answer
Kim Rathbone Last activity on 6/13/2024 2:29:36 PM by Mark Sayers

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