Questions

Email Replies going to Groups No Longer Associated with the Ticket

Hello, please see the following screen capture. The "issue" is that the ticket creator re-assigned the ticket to a new group, then subsequent replies generated from the email notifications notified both the new responsible group and the previous...

1 Answer

Tevis Boulware Last activity on 5/18/2022 2:42:56 PM by Mark Sayers

Time and Expense

Is there a way for users to remove a time or expense to the associated request?
There may be instances where the time may be incorrectly inputted.

2 Answers

Tyler Duncan Last activity on 5/18/2022 11:52:00 AM by Tyler Duncan

Providing Access to Create New Projects

Good afternoon:
I have a quick question regarding Projects/Workspaces.
I have access to the application, but the option to create a new project is not present. Is there a particular license that needs to be assigned or particular access t...

1 Answer

Anderson Hanchett Last activity on 5/18/2022 8:58:57 AM by Mark Sayers

Interdepartmental Tickets

When a ticket is moved to the Interdepartmental ticket area in TDX, if it is never retrieved, does it just stay there?
In other words, if nothing else is done with that ticket, will it just sit in IDT indefinitely?

1 Answer

Tyler Duncan Last activity on 5/17/2022 2:14:57 PM by Mark Sayers

Sandbox Access

Hello,
I would like to get access for an employee to work in our Sandbox environment. How do I grant him access to this? His account is listed in the Sandbox, but when he tries to log in, it says he does not have permissions to the applicatio...

1 Answer

Kristi Oetting Last activity on 5/17/2022 1:14:27 PM by Mark Sayers

Deactivating Workspaces

If a workspace is deactivated, can you still access files that had been added to the workspace? Does the file need to be associated with a risk or issue in order to still be accessed, or can all files that were uploaded to the workspace when it w...

1 Answer

Jacy Porter Last activity on 5/17/2022 1:12:56 PM by Mark Sayers

How can we determine all Analysis reports to which a User Group has been granted visibility?

We're wanting to clean up some Groups, and suspect that several aren't being used to grant visibility to specific Analysis reports. Is there any way to see all reports for which a Group has been given visibility to determine if we can safely dele...

1 Answer

Shane L. Colter Last activity on 5/16/2022 4:16:04 PM by Mark Sayers

Project Intake Custom Attributes section

Hello,

I am trying to create a project intake process for our campus.

I wanted to create custom attribute sections, as I have seen other campuses do in their videos. Ideally, I'd like to have a custom section called Project Details. ...

1 Answer

Martha Smiley Last activity on 5/16/2022 3:07:20 PM by Mark Sayers

using "in process" when ticket work completed immediately

In situations where a TDX user is completing work on a ticket immediately and then resolving it, is there any point to setting the status to "in process" and then to "completed" (or resolved) immediately after that? The SLA will be fulfilled if t...

1 Answer

Becky Klein Last activity on 5/16/2022 2:51:22 PM by Mark Sayers

Group Add/Remove Permissions

What permissions are needed to grant someone the ability to create and modify new groups?

1 Answer

Ty Peavey Last activity on 5/16/2022 11:02:32 AM by Mark Sayers

People Records Update

We're running a nightly update on our People records and are seeing the import file in the "Submitted" log folder showing employees with their new Acct/Dept, but the actual People app record still reflects their old Acct/Dept. There is nothing i...

1 Answer

Jack Gallemore Last activity on 5/16/2022 10:48:06 AM by Mark Sayers

Granting Admin Access to Specific Applications

Is it possible to allow a user to use the Admin tool to only perform admin duties on specific applications? We are adding a new ticketing application and I want to have an admin for that ticket application and the associated portal application. ...

1 Answer

John Parker Last activity on 5/13/2022 3:22:00 PM by Mark Sayers

iPaaS: Control - Continue

Is there a control for continuing? For instance, if a step/connector fails, what control be used to continue to the next step?

1 Answer

Tyler Duncan Last activity on 5/13/2022 11:01:32 AM by David Tod

Need the Project Templates app on TDNext

Hi,
I am an admin user, along with my co-worker, Michelle Rockwitz. She has the 'Project Templates' option on TDNext and I do not. How do I get this option set up for me?
Thanks,
Gretchen Cannon

1 Answer

Gretchen Cannon Last activity on 5/17/2022 4:19:30 PM by Mark Sayers

TDWebAPI question. When trying post a task I get the following error

User Richard Rodriquez cannot modify time on Task 9412 due to a permissions restriction where they can only add time on tasks they are assigned to. Is there a permission where we can allow this. Project managers update user tasks all the time. O...

1 Answer

Richard Rodriquez Last activity on 5/13/2022 9:20:03 AM by Mark Sayers

TimeAccountNotFound error while adding tasks via TDX web API.

Hello I am adding a TFS task via the TDS web API but I am getting the following error. What does this error actually mean. Am I missing something? "Time account 2 was not found for use with the item time entry 0" The TDX error code is "TimeA...

1 Answer

Richard Rodriquez Last activity on 5/13/2022 9:29:00 AM by Mark Sayers

"New" TDX Connectors in iPaaS data

Hello,
the other day I created new connectors for TDX in iPaaS since there has been a change and I think are supposed to be automatically updated with new changes. I am using the ticket connector for a new flow and I noticed there are no look...

1 Answer

David Mitchell Last activity on 5/11/2022 4:58:20 PM by Mark Sayers

Deleting requests in bulk

Is there a way to delete requests in bulk? We are about to begin testing for a project but don't want other requests entered in Sandbox to be present during our test. I know on the back end if you click on "Tickets" you can delete the requests on...

1 Answer

Gabriela Barragan Last activity on 5/11/2022 9:18:57 AM by Mark Sayers

iPaaS Send Form Notification

iPaaS is very new to me. Has anyone used the Send Form step in iPaaS? I've read the KB articles on it and sending notifications, but I have not figured this out yet. I'm attempting to configure the Custom SMTP notification method, but I am real...

1 Answer

Monica Crawford Last activity on 5/10/2022 5:40:41 PM by Carrie Willis

Security - Application Specific Administrator vs Full Administrator

Hello,
I’m looking for security permissions information/suggestions. How are administrator permissions given for a specific application without giving full administrator rights/permissions to our entire TeamDynamix environment? Here are spe...

1 Answer

Jennifer Stilwell Last activity on 5/10/2022 10:00:28 AM by Mark Sayers

iPaaS Flow: Sync TDX Tickets to Jira issues

Good Afternoon:
One of the groups we support uses Jira for some of their project management requirements. I was looking at the iPaaS Flow Templates here:
https://solutions.teamdynamix.com/TDClient/1965/Portal/Requests/ServiceDet?ID=51...

1 Answer

Bugsy Douglass Last activity on 5/10/2022 9:54:47 AM by William Cochran

Estimated hours - assigning partial hours to a given request/ticket type

I am trying to use the Estimated Hours field for a subset of tickets to provide some benchmarks for our current capacity. We have not implemented resource management yet and actual hours time tracking at the ticket level is not really beneficial...

1 Answer

Melinda Mattox Last activity on 5/9/2022 10:14:04 AM by Mark Sayers

Ticket follow up

Hello,
In our previous ticketing system we had an option to set a ticket follow up date so you could actually close a completed ticket to get it out of your queue but have it re-open after a set amount of time (days, weeks, months, custom d...

1 Answer

Jon Lehner Last activity on 5/6/2022 10:52:39 AM by Andrey Little

Sandbox

This is probably a strange question, but what would be the address for our sandbox. I use it so infrequently, that I cannot remember and I am being asked for it.

1 Answer

Mathew Chandler Last activity on 5/5/2022 3:15:42 PM by Mark Sayers

Can the box to "Make comments private" on issue updates default to unchecked?

Hello, currently when we update issues the box in the comments field for making the comments private is automatically checked. Is there a way to make this default to not be checked?

1 Answer

Leah deVries Last activity on 5/5/2022 3:14:21 PM by Mark Sayers

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