Project Status Spreadsheet

New and green with TDX, bear with me. I am trying to determine if TDX is what we need.
We want to have a project list spreadsheet for a high level status. It will have few columns like Start Date, Systems Analyst, Title, Stake Holders, Priori...
2 Answers
Teodora Vaneva Last activity on 5/14/2024 1:12:33 PM by Teodora Vaneva

lssue with user sign in

We recently hired a student that just graduated from our school. His student account in Team Dynamix appears to have been merged with his newly created employee account, and he cannot access TDNext. We have ensured that the has the same access ro...
1 Answer
Ryan Folks Last activity on 5/14/2024 10:55:22 AM by Ryan Folks

Teamdynamix Mobile App

I am trying to find the Teamdynamix Instance ID or Registration Link to utilize the mobile app that is on the App Store, but I am unable to find documentation or information regarding this. I am one of the TDX Administrators at my University.
3 Answers
Caleb Whitlow Last activity on 7/10/2024 7:33:48 PM by Brandon Fryman

Wildcard Certificate

We are using SSO with TD. Do we still need to update our wildcard certificate when they expire?
1 Answer
Alex Oquendo Last activity on 5/13/2024 1:14:10 PM by Mark Sayers


Is there a signature tag for response templates? I set up a signature, but picked a response template my signature goes away.
Alison Morse
1 Answer
Alison Morse Last activity on 5/13/2024 9:46:55 AM by Brittany Renn

Where is the 11.9 View Search History Permission applied for each user?

Where is the 11.9 View Search History Permission applied for each user?
2 Answers
Daniel Epley Last activity on 5/13/2024 9:48:42 AM by Daniel Epley

KB Workflow

Anyone know if it would be possible to create a approval workflow for KBs? It doesn't look like there is a way to attach a workflow to KBs. If not, are there any recommendations on automating an approval process?
1 Answer
Michael Rodriguez Last activity on 5/10/2024 4:10:37 PM by Mark Sayers

Best Tool For Leaders To View All Work Per User

Our Leaders would like to work with each team member and review everything assigned to them, tickets, projects and tasks all in one place. I found the User Work Report, which is helpful but it will only show items that are in process. If they are...
1 Answer
Rachel Renckly Last activity on 5/10/2024 4:05:56 PM by Mark Sayers

Automation Pick Up Group Assignment

We have an automation ( ) that sends tickets assigned to a specific group to a workflow ( https://support.einstein...
1 Answer
Sheila McBride Last activity on 5/10/2024 10:14:13 AM by Mark Sayers

2024 Converge recorded session

Good morning,

Where can one find the recordings of the 2024 Converge sessions?

1 Answer
Eugene McGeehan Last activity on 5/10/2024 10:09:39 AM by Mark Sayers

SmartSheet Credential Settings?

Can you give an example of a valid SmartSheet Credential configuration? I have successfully created a credential for SmartSheet using Microsoft Graph, but when I use the same clientID and secretValue, I get an authentication. I referenced the S...
1 Answer
Tevis Boulware Last activity on 5/10/2024 9:53:48 AM by Mark Medaugh

Attribute Dependency based on Asset/CI

Hello, TDX Community:
I am trying to build a concept where licensed software is listed as assets and want to add a dependency so that if "Other" or "Not Listed" is selected, a text input box will appear. I wanted to ask if this is possible us...
1 Answer
Anderson Hanchett Last activity on 5/9/2024 2:51:21 PM by Mark Sayers

Create Workflow Task with Ticket Info

Is there a way, not using a webservice, to use the workflow task and add information from the ticket that is running the workflow.

i.e. Create a Title for the Task that has the Requests name from the ticket in it.
1 Answer
Mark Davis Last activity on 5/8/2024 4:31:32 PM by Mark Sayers

API section in the GUI

Would there be an API section in the GUI where one can setup the calls in and out or is it all back end scripting?
1 Answer
Matthew Thompson Last activity on 5/8/2024 11:59:38 AM by Mark Sayers

SSO Certificate Expiring

SAML certificate that handles SSO for Team Dynamix is expiring soon 7/7/24. I need to know where in the console we update this. I found some instructions, but I am not sure which to use.
1 Answer
Matthew Thompson Last activity on 5/8/2024 9:20:25 AM by Mark Sayers

POST API Permission Setting

Looking at this log entry , there is a permission issue doing a POST to a new application. Can you refresh my memory on wh...
1 Answer
Sheila McBride Last activity on 5/8/2024 9:13:00 AM by Mark Sayers

How to edit: Project Details & General section for PPM

How do I put custom attributes and/or content above the General section? I see this article that it can be done (project charter info) above the defaults.
Also, for our use cases, there is a lot of info in the General section that we don't n...
2 Answers
Alyx Lyons Last activity on 5/16/2024 10:16:20 AM by Alyx Lyons

Can Project Attribute Sections be ordered?

I am hoping to be able to order project attribute sections in TDNext, but I don't see a way to do this. I do see that they are automatically ordered alphabetically, but this doesn't work as well with how we want the information ordered.
1 Answer
Alyx Lyons Last activity on 5/7/2024 10:56:52 AM by Mark Sayers

Retrieving user information from TDX

I am trying to retrieve all users into a listbox. What connector would I need to use?
1 Answer
Alicia Mendez Last activity on 5/7/2024 12:12:17 PM by Mark Sayers

Email Monitor Attachments

Is it possible to have an attachment in an email that is sent to a monitor and the attachment be in the ticket that is created? I can't seem to get the PDF to show up in the ticket upon creation.
1 Answer
Michael Rodriguez Last activity on 5/7/2024 8:47:45 AM by Mark Sayers

Filter by attachment boolean

Is there any way to filter tickets that do or do not have an attachment in a report?
1 Answer
Derek Hickman Last activity on 5/6/2024 2:04:28 PM by Mark Sayers

iPaaS Connector Oracle Query

Is it possible to pass a field name as a parameter to an Oracle Select action? We have a query that can change based on preconditions and the change is what field we are evaluating in a WHERE clause.
My example is:
SELECT * FROM <som...
1 Answer
Jim Lucas Last activity on 5/6/2024 2:39:52 PM by Mark Sayers

API Body if/then/else

Are we able to use if/then/else in the Body of a web service method? I have a use case that I would like to use if/then/else to then do different updates on a ticket. I could create multiple methods, but would prefer to keep it in one if possib...
1 Answer
Eric Haffey Last activity on 5/6/2024 1:53:48 PM by Mark Sayers

How do I use HTML in the Description for a ticket created in iPaaS

I want to create a Ticket from an iPaaS flow, and would like to format the Description field with HTML, but it doesn't seem to recognize the tags. It instead just display them as text.
1 Answer
Will Tonkin Last activity on 5/6/2024 9:24:46 AM by Mark Sayers

Forms for a New Ticketing Application

We recently created an application for a vendor to handle certain requests that were previously under IT Tickets. It was easy enough to mark the service for the new application. Is there a way to move/redirect the form without having to recrea...
1 Answer
Sheila McBride Last activity on 5/3/2024 1:15:56 PM by Mark Sayers

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