Questions

Tickets with Attachments Report

Greetings-
I am working on finding an option to review tickets with attachments to ensure that the data in the attachments doesn't violate any of our IT data storage policies. If there is data within the ticket attachments; we will have to w...
1 Answer
Crystal Hotchkiss Last activity on 7/30/2024 2:59:19 PM by Mark Sayers

Adding ticket tasks to personal Calendar instead of public

In TDNext there's an option to add ticket tasks to calendar, but it seems that it adds them to a shared/application calendar visible to everyone and I'm not seeing any option to add them to a personal calendar only myself can see- is there a sett...
1 Answer
Simon Martin Last activity on 7/30/2024 11:57:14 AM by Mark Sayers

PPM Stakeholder and Sponsor roles

Hello All,
We are just starting our use of Project Management and have a few questions about the roles, specifically what functionality that Stakeholders and Sponsors have.
When adding a Stakeholder to a Project, there is a checkbox list ...
1 Answer
Kristi Oetting Last activity on 7/30/2024 11:43:19 AM by Mark Sayers

Way to flag accounts for extra instructions

Would there be a way to flag an account for special instructions. We have had a couple of hacks with requests to change a password. when it's not the users requesting it. We need a way of flagging an account to read notes for an extra code to c...
1 Answer
Matthew Thompson Last activity on 7/30/2024 10:11:45 AM by Mark Sayers

Workflows continuing after ticket closure

Hello,
We are starting to get into more workflows and ran across a coupe use case's where a ticket is marked resolved in the middle of the workflow process. After the ticket is resolved, the workflow steps stay and continue to function. An ex...
1 Answer
Shawn Lienemann Last activity on 7/30/2024 9:55:06 AM by Mark Sayers

Creating Ticket Reports that show specific time frame of Created Tickets

Good Morning,
I'm looking for a bit of assistance in creating a ticket report being asked by my organization. The ask is to figure out how many tickets are created with our Help Desk in specific time ranges like from 8:00 am - 9:00 am and for...
1 Answer
Carlos Turcios Last activity on 7/30/2024 9:37:47 AM by Mark Sayers

Report Field Definitions

Good afternoon,
I am trying to find out whether there is a published list of the reporting field definitions. More specifically, I am looking to determine the difference between "Create to Init Resolve (abs)" and "Create to Init Resolve (Op)"...
1 Answer
Tationia Bowen Last activity on 7/29/2024 4:31:37 PM by Mark Sayers

Bulk update Text Area attributes on assets

I'm looking to bulk update a custom attribute on multiple assets from the TDNext asset/ci app Update screen.. This custom attribute I want to update across multiple assets is a Text Area field. I don't see it as an option in our list of custom ...
1 Answer
Anna-Liisa Breit Last activity on 7/29/2024 2:30:48 PM by Mark Sayers

Save and Finish Later - Ticket Functionality

Hello,
Is there a way for clients to save their partially completed forms (ticket requests) as they complete tickets to be finished and submitted later?
If not, is there a possibility of this feature being developed? Our form is roughly 2...
1 Answer
Malissa Somers Last activity on 7/29/2024 1:10:46 PM by Brittany Renn

iPaaS - Change Username

Trying to create a flow that would end up updating TDX user information, There are two main things I can't find.
1. Organizational ID: I didn't find any setting change for that in 'TDX Common Admin - Update User'. The setting I think it migh...
1 Answer
Justin Goode Last activity on 7/29/2024 12:08:43 PM by Mark Sayers

User History

Is there a way to see what updates were made to a user's record? I notice that a tech was changed this afternoon, but I didn't make that change.
1 Answer
Sheila McBride Last activity on 7/26/2024 2:18:42 PM by Mark Sayers

Limit Field Level Editing

I need to be able to limit the ability to change the Project Type field value only on Requests and Projects. Once it's assigned, it should only be able to be changed by a TDAdmin or specific 2 users. Is there a way to do that?
1 Answer
Rebecca Murphy Last activity on 7/26/2024 11:49:40 AM by Mark Sayers

Email Monitor

Good morning, I have a quick question and was wondering if you all could take a look at something for us. We have an email monitor setup (support@dot.nm.gov) and up until a few days ago when someone would send an email to that address it would ge...
2 Answers
Ryan Turner Last activity on 8/8/2024 3:16:39 PM by Bobby Jones

KB Report for Pending Review

I have a report for this, but it has a default value for a portal I chose. I'd like it to be "default client portal" so that technicians in other ticketing applications would see their pending KB articles. I'm assuming that's not possible?
So...
2 Answers
David Tod Last activity on 7/26/2024 10:00:18 AM by David Tod

iPaaS standard connector documentation

Is there documentation that I just am not finding for standard connectors in iPaaS like "TDX Common Admin". I am trying to edit a person record and getting an error that "Bad Request ID: -1 Message: Could not edit user: The primary Client Portal...
1 Answer
Charles Morgan Last activity on 7/26/2024 12:32:00 PM by Michael Ligouri

Project Total Expense Budget differs from Total Expense Types Budget

I have a project that shows 2 different budget amounts. The total Expense Types Budget matches what I've entered and is correct. The total Expenses Budget is a different number and I can't determine where it came from or how to edit it. Unfort...
1 Answer
Kimberly Lawrence Last activity on 7/24/2024 10:17:57 AM by Mark Sayers

Windows File System Access ipass connector

What's the expected format for the "File name" attribute on the "File Exists" action? See image
I'm using "\\servername\LOAD\TDXSystemImports\People\text.txt" and it isn't appearig to work
1 Answer
Charles Morgan Last activity on 7/23/2024 4:52:11 PM by Michael Ligouri

iPaaS forms - authentication

There are currently only two options in our iPaaS forms' authentication drop down menu: None or SAML with Claims Validation .
I can see in the tool tip(attached) that there are two other options that we don't have available: Password or ...
1 Answer
Nick Nunn Last activity on 7/24/2024 9:55:36 AM by Noah Hensley

IPaas to Admanger

I am trying to find out if TDX has an IPaas integration from ADmanager to TDX for account creation and real time updating of TDX accounts both ways.
So if I created an account in AD I need it to create the account in TDX and if that accout...
1 Answer
Matthew Thompson Last activity on 7/22/2024 11:21:08 AM by Matthew Thompson

Trying to do a people import on TDADMIN

I am trying to upload an XLSX file on the admin portal and when doing so I am getting this error. I have done these several times and never received this error.
Worksheet position out of range.
at OfficeOpenXml.ExcelWorksheets.get_Item(Int3...
2 Answers
Tabitha Logemann Last activity on 7/24/2024 8:21:49 AM by Tabitha Logemann

Access to tickets, Requests, Asset, Questions for Users.

I need to find out what access I need to give my technicians so they can see the Access to tickets, Requests, Asset, Questions for Users.
When I click on a users name in an open ticket I can see the options in the attached picture. However,...
1 Answer
Matthew Thompson Last activity on 7/23/2024 10:56:36 AM by Mark Sayers

Limited Access to Admin Application?

Hi there,
We have branched out an added a new ticketing system for another department. For this department to create forms, customize within admin, and configure their own items, is there a permission or security role that can be granted? Ide...
1 Answer
Thomas Bartkus Last activity on 7/23/2024 8:50:19 AM by Brittany Renn

Can somebody tell me what has to be changed on a users record to mark it as modified?

When you look at Users in TDXADMIN there is a column that says "Modified" at the very end of the page. When you click on a user there are many menu options: General, Authentication, Applications, etc... I would like to know what has to occur on t...
1 Answer
Patricia Porter Last activity on 7/23/2024 9:37:02 AM by Mark Sayers

Upvote an Enhancement Request

Hi - Is there a way to upvote an enhancement request? I have seen some I'd like to put in support for, but not able to find a way to do that. I may be missing something obvious, but so far all I can find is how to submit a new enhancement request...
1 Answer
Kristi Oetting Last activity on 7/22/2024 10:47:38 AM by Mark Sayers

What is #Templates Tell you?

It has been a while since I worked with Task Templates (workflow and IPaaS have overtaken them), but in the Admin View for task templates, what does the #Template value signify? I can't find any KB on the details.
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 7/19/2024 4:37:45 PM by Mark Sayers

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