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General QuestionsDeleting 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...
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...
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
Sort/Order tasks report so main task and subtasks are together
I’m building a project task report using the Tasks Report template. I want to sort my report so the subtasks are in order with their main task. Is there a field (or different report template) that will allow me to do this? Is there an identifier ...
1 Answer
Jodie Alexander
Last activity on 3/21/2024 10:09:08 AM by Jodie Alexander
Asset QR Codes
I have been trying to find a way to export QR Codes in mass from Team Dynamix. Is there a way to do this so I can print off QR codes in mass for asset tracking?
1 Answer
Daniel Parten
Last activity on 3/21/2024 11:37:01 AM by Mark Sayers
Export card wall plan to excel
Can you export a card wall plan to excel? I ask because at the end of a project this is desirable to keep a downloaded copy fo the tasks that were worked throughout the project.
1 Answer
Charles Phillips
Last activity on 3/20/2024 4:43:30 PM by Mark Sayers
Setting Parent and child on two change tickets
Hello I am trying to set a parent/child relationship on a two tickets with change classification. Per the KBA article this looks like it can be done. But on the ticket with the change classification the option is blank when setting the parent.
1 Answer
Keyon Farrier
Last activity on 3/20/2024 2:44:49 PM by Brittany Renn
Reference table data in script
Hello,
I have a situation where I have a complex function (such as changing a Letter grade to a GPA) in a auto-filled table. Doing this with built-in steps would be cumbersome. I am able to reference the Table Data, but I am not able to find...
I have a situation where I have a complex function (such as changing a Letter grade to a GPA) in a auto-filled table. Doing this with built-in steps would be cumbersome. I am able to reference the Table Data, but I am not able to find...
2 Answers
Michael Leys
Last activity on 3/20/2024 2:58:41 PM by Mark Sayers
Feed on the ticket under Print option
Can we check the feed check box by default under Print preview for a ticket
1 Answer
Navjot Bhatoa
Last activity on 3/20/2024 1:59:23 PM by Mark Sayers
Salesforce Integration
Hello all!,
I was told to look into some kind of intergration between TDX and Salesforce. Can someone please tell me what is capable if this integration exist?
I was told to look into some kind of intergration between TDX and Salesforce. Can someone please tell me what is capable if this integration exist?
1 Answer
Michael Rodriguez
Last activity on 3/20/2024 1:57:00 PM by Mark Sayers
Is there a way to delete Maintenance activites and Workflow tasks?
We're cleaning out our test tickets and don't want to orphan the tasks. I opened the ticket and deleted all tasks but this only removes the ticket tasks.
1 Answer
Shauna Busse
Last activity on 3/20/2024 10:08:28 AM by Mark Sayers
Where can I find Projects created from tickets?
Someone converted a ticket to a project and we cannot find the project. Where should I be able to find it?
1 Answer
Alex Oquendo
Last activity on 3/20/2024 9:45:27 AM by Brittany Renn
Can Workflow be triggered in the Sanbox?
I have a developer trying to assign a workflow in a ticket from the Sandbox and is getting the "No Available Workflows" message. I checked that the Service, and Ticket Type are consistent, and the sandbox workflow is active.
Any ideas?
T...
Any ideas?
T...
1 Answer
Tevis Boulware
Last activity on 3/19/2024 2:24:23 PM by Mark Sayers
iPaaS Form Conditions Flow Secret
I have a form that is calling multiple flows, one for the initiation of values and several others depending on the states of fields within the form. For some reason the Conditions Flow Secret keeps resetting itself back to it's original secret, ...
1 Answer
Jim Lucas
Last activity on 3/19/2024 1:41:44 PM by Mark Sayers
Project Health
Is there a way we could add more Project Health Categories in the system, Currently there is only: Green, Yellow, Red and None
1 Answer
Navjot Bhatoa
Last activity on 3/19/2024 11:59:04 AM by Mark Sayers
Project Request Declined Notification - Comments
Hi There, on the "Request Declined" Project Request Notification Template, we include the tag "UpdateText". However, this only puts the default "(Person) declined this project request", and does not include the text entered as comment when decli...
2 Answers
Bill MacKenzie
Last activity on 3/19/2024 11:40:02 AM by Bill MacKenzie
API Patch to Replace Date Field from Another Date Field Value
I'm having an issue when patching a date custom attribute value to another date custom attribute. Every way I've tried returns a "200 ok" status, but the target attribute remains blank.
Here is an example of one test. End Date is populated ...
Here is an example of one test. End Date is populated ...
1 Answer
Bret Swart
Last activity on 3/19/2024 10:56:25 AM by Mark Sayers
Can I set a default filter for a calendar in a saved desktop?
For Change Tickets, we only want to show Maintenance Activities as a default.
When a change ticket has multiple maintenance activities, the change ticket shows on the calendar for the entire duration - start of earliest change to end of lat...
When a change ticket has multiple maintenance activities, the change ticket shows on the calendar for the entire duration - start of earliest change to end of lat...
1 Answer
Sarah Glatz
Last activity on 3/19/2024 10:47:02 AM by Mark Sayers
Unable to Add KB Articles
I should know this, but see below. Can you tell me why this user who has the set of permission is unable to add KB articles. When others, with the same permissions, can?
1 Answer
Tevis Boulware
Last activity on 3/19/2024 9:42:55 AM by Brittany Renn
Updating Ticket Task names dynamically in a workflow based on Parent Ticket
Via a workflow, is it possible to update the ticket task names dynamically based on information from the parent ticket?
For example, I know in notifications you can insert template tag to include the ticket ID via {{ ID }}.
Is there somet...
For example, I know in notifications you can insert template tag to include the ticket ID via {{ ID }}.
Is there somet...
1 Answer
David Fernandes
Last activity on 3/19/2024 11:24:27 AM by Mark Sayers
CC emails
Is there a way to see who is CCed on an email when a ticket is created?
1 Answer
Abby Fitcher
Last activity on 3/15/2024 4:27:59 PM by Brittany Renn
Creating a velocity report for project requests.
Looking for a way to create a report that shows when, over the course of a period of time, i.e. a year, that our organization gets project requests.
Want to identify the points during the year where we get the majority of our project requests...
Want to identify the points during the year where we get the majority of our project requests...
1 Answer
Mark Juzwiak
Last activity on 3/15/2024 9:27:25 AM by Mark Sayers
Can Fields in Project Update be Edited
Hello,
We have a few different fields we would like to make available to users when they are updating their projects weekly. Is there a way for us to customize what attributes/fields are available when they click the Update button?
We have a few different fields we would like to make available to users when they are updating their projects weekly. Is there a way for us to customize what attributes/fields are available when they click the Update button?
1 Answer
Rachel Renckly
Last activity on 3/14/2024 2:53:11 PM by Brittany Renn
External searching
Someone from our web development team wanted me to ask:
Can TeamDynamix (Knowledge Base) act as a search source in a federated search with SharePoint Online (SharePoint in Office365) or any other platform?
Can TeamDynamix (Knowledge Base) act as a search source in a federated search with SharePoint Online (SharePoint in Office365) or any other platform?
1 Answer
Kay Masters
Last activity on 3/14/2024 2:51:35 PM by Brittany Renn
Technology Acceptance Form
We currently utilize Adobe Sign to send forms to our users to sign a form that states they received a piece of technology equipment and that they will be fully responsible for it. Is there a way to implement this type of "check out" process withi...
1 Answer
Thomas Dominguez
Last activity on 3/14/2024 2:55:55 PM by Mark Sayers