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General Questions

Resending a Project Survey

Hi, is it possible to resend a request for a project survey? Or send a reminder to complete the project survey? We would like to increase our survey response rate. Or if there are other ways to do this, please share. Thank you,
Kathy
1 Answer
Kathleen Flaherty Last activity on 4/23/2024 3:31:39 PM by Mark Sayers

Definitions, or Lack Thereof.

Why is there no page with definitions for all aspects of Forms and Flows? I am looking for the difference between Button - Action and Button - Primary Submit, or really any of the other Button - Options and I can't find anything.
0 Answers
Erik Hoag Last activity on 4/23/2024 2:55:04 PM by Erik Hoag

Which tickets a technician has viewed within a set timeframe

We are trying to generate a report showing which tickets a technician has viewed in a given timeframe. A ticket has Read By information. Is there a way to collect this information in a report? Thanks!
1 Answer
Joshua Warth Last activity on 4/23/2024 2:17:47 PM by Mark Sayers

Feature request: audible alerts for new, incoming unassigned tickets

This would be a valuable addition to the features for those who have many apps open and could benefit
by an audio alert just like in Outlook.
1 Answer
Steve Jensen Last activity on 4/23/2024 1:10:25 PM by Brittany Renn

My Assigned tickets

Hi,
Is there a limit on the number of tickets showing in 'My Assigned Tickets' ? If there is any limit, what is it and Can we increase it?

Thank you,
Nav
2 Answers
Navjot Bhatoa Last activity on 4/23/2024 1:32:28 PM by Navjot Bhatoa

Project Administrator unable to assign tasks.

This is probably a stupid question, but I have a project administrator that can create a project and create tasks, but is unable to assign them.
I looked at their security profile and I'm not able to find the line that gives them access to ad...
1 Answer
Mathew Chandler Last activity on 4/23/2024 12:26:19 PM by Mark Sayers

Administrators in our environment

Hi,
We were wondering about all the TDX administrators in our system. Are they all still involved?
1 Answer
Sheila McBride Last activity on 4/23/2024 9:15:38 AM by Mark Sayers

TDX Integration Account?

Good morning. Can you point me to any documentation on the "TDX Integration Account" that is specified for an Admin Service Account?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/22/2024 12:50:52 PM by Mark Sayers

TeamDynamix Mobile App preview?

I missed the recent conference on TDX mobile app. Where can I find a recording or any info on it?
1 Answer
Cole Baker Last activity on 4/22/2024 9:18:52 AM by Mark Sayers

Can Service & System Accounts be filtered out

Hi. We have some technicians wanting the automation service account to be filtered out of ticket feeds to reduce unnecessary noise. Is there a way to do this? Will this be in the 11.9 release?
Thanks!
1 Answer
Joshua Warth Last activity on 4/19/2024 11:29:38 AM by Mark Sayers

api endpoints in TeamDynamix are rate limited?

One thing I noticed is that the api endpoints in TeamDynamix are rate limited. Would this be is configurable?
Invocations of this method are rate-limited , with a restriction of 60 calls per IP address every 60 seconds .
https://pv...
1 Answer
Matthew Thompson Last activity on 4/19/2024 11:34:12 AM by Mark Sayers

iPaaS Dynamic Forms - Custom control - how to get back the value

I have a Dynamic form with a custom Account Control broken into 5 parts, I need to be able to pull these values out individually or even as one value, hyphen separated. See Custom HTML below:

<style>th { font-size: 0.8em }
table...
0 Answers
Will Tonkin Last activity on 4/19/2024 10:24:50 AM by Will Tonkin

Task Reminder Notifications

I would like to ask if there is a best way to send reminders for pending tasks on tickets. I am thinking of creating a report for each task that will list all open tasks of a particular type and send to the responsible parties if the tasks have n...
1 Answer
Anderson Hanchett Last activity on 4/19/2024 9:40:54 AM by Mark Sayers

Ticket notifications

Good Afternoon,
Can you help me figure out if there is a way to set a form to NOT notify the requestor and the reviewer/responsible person? We have some internal forms and there is no need to clog email with notifications if we can avoid it....
1 Answer
Randi Buckley Last activity on 4/18/2024 2:53:37 PM by Mark Sayers

Adding Calendars to Desktops

Can you add a Ticket Calendar to desktop templates? I'm not seeing anything calendar related in available content.
1 Answer
John Anderson Last activity on 4/18/2024 2:40:36 PM by Mark Sayers

Workflow Notification Template

I am not super familiar with template tags and am wondering if I can get a person's email address from a custom attribute that is a person field type. I can get it to display the name, but I'm not sure if I can reference other attributes of a pe...
1 Answer
Jim Lucas Last activity on 4/18/2024 1:53:58 PM by Mark Sayers

Email Logs

I changed the password for all of our email monitor accounts and refreshed the Microsoft OAuth 2.0 tokens. I thought I also updated the outbound SMTP accoutn password, but certain ticket notifications are coming from notify@teamdynamixapp.com no...
6 Answers
Scott Cory Last activity on 4/18/2024 5:01:00 PM by Scott Cory

Types and what they are attached to

For an application's ticket type, how do I find out what services are associated with it? I see there are two but I didn't set them up and don't know where they are.
1 Answer
Justin Goode Last activity on 4/18/2024 1:34:40 PM by Mark Sayers

Hide KB Article Category

I'm building out our KB Articles and creating categories that we will need but aren't currently using.
Is there a way for me to hide these categories, until I need them?
1 Answer
Aaron Rice Last activity on 4/18/2024 9:32:06 AM by David Tod

Assigning a ticket to the person that opened it?

I was wondering if there's a way using to use a web service call as a Workflow step to assign a ticket to the person that created it. I can see there's a way to update the responsible person, but I'm not sure how to update it to the person that c...
1 Answer
Kay Masters Last activity on 4/18/2024 9:40:57 AM by Mark Sayers

{{NextTicketsUrl}}, {{ClientUrl}}, etc. not working when user authenticates

We have a vanity URL with TeamDynamix.
I have notification templates that use the {{NextTicketsUrl}} and {{ClientUrl}} template tags.
When a person taps the link in the notification email and is already authenticated, the link works correctly...
1 Answer
Greg Van De Mark Last activity on 4/17/2024 2:36:51 PM by Mark Sayers

Group Tickets by Primary Responsible

I would really like to group all the tickets by 'Primary Responsible" to see what tickets each of my techs are actively working on. I see there are ways to group tickets, but not on this specific field.
With all the features within TDX I woul...
2 Answers
Aaron Rice Last activity on 4/17/2024 3:10:14 PM by David Tod

Issues getting workflow to move past a collector

In this workflow after the tasks are completed and the aprroval in approved it sits in the collector and wont advance until you hit the skip this step in the completion of tasks Collector step. Cant figure out how to get it to advance automatica...
2 Answers
Jeff Schilling Last activity on 4/17/2024 1:41:50 PM by Mark Sayers

TDX iPaaS flow - How to change the owner of a specific flow?

We have multiple flows configured to email flow owner on failure using the below advanced setting found in the flow configuration.


We noticed today that the person we expected to be notified of the failures was not receiving email...
1 Answer
Michael DiGregorio Last activity on 4/17/2024 11:28:16 AM by Mark Sayers

Update Status

Is there a template I can edit for the update status page? I would like to make comment field in either one or all optional.
1 Answer
Michael Rodriguez Last activity on 4/17/2024 10:08:09 AM by Mark Sayers

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