Custom Field needed Ticketing

Does TDX have a custom field that I can use to bring over an other ticketing systems number so I can update the ticket in TDX and send back to the external ticketing system?
1 Answer
Matthew Thompson Last activity on 5/3/2024 12:19:07 PM by Brittany Renn

Add a second functional instance in sandbox?

Hi folks, hoping for a bit of help here: Our Web Services team (which does not fall under IT) is interested in getting their own TD license and using it to track their work, and this question is not how to go about buying and provisioning all tha...
1 Answer
Stuart Carapola Last activity on 5/3/2024 11:35:57 AM by Mark Sayers

Ticket types and tracking

In Admin and your applications ticket types, it tells you if its connected to anything. I would like to know how I can track down what service it belongs to.
Thank you
1 Answer
Justin Goode Last activity on 5/2/2024 3:34:02 PM by Mark Sayers

How to make empty Project attribute field name hidden on notifications?

On my Project Notifications, how do I set it up so that if an attribute is empty (has no value inputted) the name of the field in addition to the value will be hidden on the emailed notification?
Is there an option like this: {{#CustomAttribu...
2 Answers
Craig Topple Last activity on 5/2/2024 12:40:42 PM by Craig Topple

Display Objects/Tables on Dynamic Form

We are new to IPaaS and so far searching has not been able to yield an answer. Is there a way to display and object passed into a form either as a table or even just the JSON. Currently its only coming back showing [object object] when we try to ...
1 Answer
Brent Wickham Last activity on 5/2/2024 2:59:28 PM by Mark Sayers

Ticket Feed Formatting in Web Service Method

We have a workflow that uses a web service method to GET the ticket feed and we want to then POST the ticket feed into a new ticket. The response body from the GET ticket feed is an array of comments. Is there any way to format those in the JSO...
1 Answer
Scott Cory Last activity on 5/2/2024 1:39:38 PM by Mark Sayers

Copying multiple tasks (inc. parent/child tasks) at once

I'm trying to copy more than one task at once in a waterfall plan, but it only pastes the first task in the list. Is there a way around this?
Also, this KB article (
1 Answer
Constantin de Boisseson Last activity on 5/2/2024 10:04:44 AM by Mark Sayers

auto write to a new field

We would like to put a date and time box in our tickets but this field will be based off of a canned response with an appointment link and once the customer uses makes that appointment one of our API's will then fill in the field with the date an...
1 Answer
James Richard Last activity on 5/1/2024 3:48:48 PM by Mark Sayers

Anyone Using Microsoft Power Automate to Create Tickets

I'm new to TeamDynamix, we use an intake form on SharePoint for new users. We would like to in turn use Power Automation to create the ticket in TDX. Any help would be appreciated.
1 Answer
Mark Davis Last activity on 5/1/2024 3:44:13 PM by Mark Sayers

Google "Less Secure Apps" Changes

With Google rolling out their new release this summer that gets rid of the "Less Secure Apps" permission and traditional IMAP settings, we are wondering if TDX will be adapting to accommodate that change or if there is a specific way we can prepa...
1 Answer
Kenneth Williamson Jr Last activity on 5/1/2024 3:38:18 PM by Mark Sayers

Mass inactivate users through People Import

Due to an issue a while back, we had to run an emergency iPaaS job to activate all users. Now, we'd like to selectively inactivate users who are no longer employed or are students. I've tried to create a People Import spreadsheet using onl...
1 Answer
Chuck Renninger Last activity on 5/1/2024 3:32:14 PM by Mark Sayers

forms and service, type (and service offering) attributes: TDClient vs. TDNext

I'm setting up forms and trying to keep them as simple as possible. Therefore I'm not including service, service offering, and type attributes since I can associate the form with the service offering and those attributes should be taken care of. ...
1 Answer
Greg Van De Mark Last activity on 5/1/2024 9:46:37 AM by Mark Sayers

Web Service Auth Accounts

I have a workflow with a web service method that is supposed to create a ticket in a different app. When that step is reached, the logs show a 403 Forbidden error.
Response Body:
{"Message":"You do not have access to this applic...
1 Answer
Scott Cory Last activity on 4/30/2024 2:42:08 PM by Mark Sayers

Knowledge base article contents in Database/File System

I am an on-premise customer on 11.6.
Where can I find the contents of KB articles either within the database or in the servers file system? My end goal is to be able to search all KB articles looking for a specific link. I see most KB article...
1 Answer
Mariah Rible Last activity on 4/30/2024 3:01:33 PM by Mark Sayers

Managers getting ticket tasks, but not being able to VIEW ALL Tickets in the application.

We have a ticketing application that our Executive Admin group uses. We want them to assign ticket tasks to other Managers in the County. We want the managers to be able to see thier ticket task and the specific TICKET details, but not have visib...
1 Answer
Annie Wilson Last activity on 4/30/2024 1:21:10 PM by Mark Sayers

Ticket Coming off Hold generates multiple emails

Normally users receive a single email notification for a ticket that comes off hold, but recently a technician received 3 for each ticket that came off hold (3 tickets in total): 2 that looked the way they normally look (from the reply to address...
1 Answer
Tom Hilbert Last activity on 4/30/2024 1:14:45 PM by Mark Sayers

Do projects still show in time cards once they're closed?

In the Time & Expenses app, once a project is completed/closed, will it still show in the Project/Workspace drop down list? Or are closed projects automatically removed so the list doesn't get too long?
1 Answer
Constantin de Boisseson Last activity on 4/30/2024 10:33:50 AM by Mark Sayers

Location and Room, Room Not Showing

Hello, see below. I have a customer Location and Room attribute with a dependency set, but the room field does not show when the location is selected. If I use the standard location and room field, I see the expected behavior, but I cannot set a...
1 Answer
Tevis Boulware Last activity on 4/30/2024 9:12:17 AM by Mark Sayers

Desktop Autrefresh Rate?

How often does the desktop auto refresh occur? What is the period between each refresh?
We are getting reports that the auto-refresh is behaving inconsistently.
Thanks Tevis
1 Answer
Tevis Boulware Last activity on 4/30/2024 8:55:15 AM by Brittany Renn

Bulk migrating tickets to new ticketing application

We are working on launching a new ticketing application and portal to replace a TDX ticketing system we've been leveraging for eight years.

One core set of tickets we want to migrate are approximately 800 tickets that are used to facilitate...
1 Answer
Nick Durr Last activity on 4/26/2024 9:55:24 AM by Mark Sayers

Calendar Applications and Time Off Entries

Is there anyway to prevent time off entries from showing on the calendar application? Or limit who can see the entries? Concerns have been raised about every TDNext user being able to see all of the time off entries recorded. Since there are not ...
1 Answer
Corrine Knox Last activity on 4/25/2024 4:56:23 PM by Mark Sayers

Process to pull data from project requests.

I am looking to gather the following data from ALL the project requests we have had submitted from the start of TDX use.
Number of project requests in total to include those withdrawn, cancelled or converted to a project. Date the proj...
2 Answers
Mark Juzwiak Last activity on 4/25/2024 4:52:17 PM by Mark Juzwiak

Project Resource Status

When I'm in TDX > Projects > Resources, I see a list of resources, and each resource has a status. I'm trying to find what table that value comes from.
The value seems to be the status of the Resource, not the status of the Project. ...
1 Answer
Kimberly Clapp Last activity on 4/25/2024 5:06:00 PM by Mark Sayers

IVY chatbot - Zoom Contact Center - javascript file in script tags

Hello TDX ,
I have in the past asked about running a .js file within a script tag to launch Zoom Contact Center from client portal for live support calls. However, I was told that running the .js file within a script tag is not allowed.
1 Answer
Michael Rodriguez Last activity on 4/25/2024 9:39:51 AM by Mark Sayers

Can you batch edit ticket classifications?

I was wondering if there is a way to batch edit ticket classifications? we imported some tickets using the import tool, but we imported them with the incident classification instead of service request. I created an automation rule ...
1 Answer
Larissa Kupferschmidt Last activity on 4/25/2024 8:46:44 AM by Mark Sayers

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