Workflow Approval Step Notification

Whenever technicians approve an "approval step" in a workflow, are customers are not receiving notifications of the approval step.
The approval step does not complete the workflow, it is just an approval step.
This knowledge base article ...
1 Answer
Naseem Benjelloun Last activity on 3/31/2023 2:18:20 PM by Brittany Renn

When does TDX updates come out

I was just wondering when TDX rolls out the latest version updates?
1 Answer
Jason Heaton Last activity on 3/30/2023 4:12:18 PM by Mark Sayers

Viewing staff members online in TDNext

Hello, I was wondering if you can tell me if TDNext has the ability/feature to show what other staff members are logged into the system (live). Our previous ticketing system called, Kayako has this feature and it looks like this (see image below)...
1 Answer
Casey Spencer Last activity on 3/30/2023 9:14:38 AM by Brittany Renn

Can we adjust the visible columns of the Asset/CIs tab on Tickets?

Hi Folks,
Our org is just getting started with utilizing the Assets/CIs module within TDNEXT and we're wondering if it is possible to add columns to the Asset/CIs view on tickets. Currently the only ID that shows up is the TDX ID which has n...
1 Answer
Persephone McNair Last activity on 3/29/2023 4:48:32 PM by Mark Sayers

TD Report Workflow Approval

I'm sure the answer is no based on what I see for filters but I'm going to ask anyway.
Is there anyway to include in a ticket report when a workflow approval step is reject?
1 Answer
Kevin Beattie Last activity on 3/29/2023 3:40:53 PM by Brittany Renn

Advice on how to track requests for an approvals of project extensions

Hello all! My school is interested in putting together a procedure around tracking requests for project extensions. We'd like to do this in order to understand why our project end dates slip and potentially even add in an 'approval' step at some ...
0 Answers
Erin Mills Last activity on 3/29/2023 2:25:32 PM by Erin Mills

% complete not tallying in Plans

The overall percentage complete is not rolling up in my project template under Plans. It is in the subheader, but not at the top of the page.
Has anyone else had this problem? Any suggestions to fix it?
1 Answer
Tracey Napolitano Last activity on 3/29/2023 1:35:54 PM by Mark Sayers

TeamDynamix.Api.Users.User Location information not populating

I'm pulling in user information with the /api/people/search endpoint, but all location information is empty.
"LocationID": 0,
"LocationName": null,
"LocationRoomID": 0,
"LocationRoomName": null,

1 Answer
Cameron Waggoner Last activity on 3/28/2023 1:52:21 PM by Mark Sayers

Restricting access to tickets within the ticketing app

Is it possible to make certain tickets not visible/accessible to certain people who have access to a ticketing application in TDNext?
I was under the impression that this can be done using the "Groups" section of the ticket "Type" in admin cl...
1 Answer
Bodek Frak Last activity on 3/27/2023 4:47:03 PM by Brittany Renn

Subscribe to release notifications

Is there a way to subscribe to release notifications to be proactively made aware of releases?
1 Answer
Lisa Leonard Last activity on 3/27/2023 4:52:09 PM by Mark Sayers

Prompt for notifications

Is there a way in Projects to prompt for notification rather than auto notify?
1 Answer
Lisa Leonard Last activity on 3/27/2023 4:30:57 PM by Mark Sayers

Change Report owner in Analysis

How do we change the report owner on a report in analysis if the report owner has left the company?
1 Answer
Annette Howard Last activity on 3/27/2023 2:38:24 PM by Brittany Renn

Create Project tasks / update Percent Complete with API?

Hi there,
I saw a previous post saying that you cannot create new project tasks via the API. I just want to make sure that is still the case or if there are any plans to do this in the future.
Second question, I am trying to update the 'P...
1 Answer
Ryan McKenna Last activity on 3/24/2023 10:18:09 AM by Brittany Renn

Contract Forms

Is there a way to edit the layout of the contract form? I see the option for an asset form. Please advise.
1 Answer
Michael Gonzalez Last activity on 3/23/2023 3:55:03 PM by Brittany Renn

Unable to Configure MS Auth 2.0 Email Monitor

Please see the screen capture ( ) and let me know what is missing from our configuration
I am trying to create a new email auth account using MS Auth2.0 I am logged into TDAdmin as myself and have bee...
1 Answer
Tevis Boulware Last activity on 3/23/2023 10:18:02 AM by Mark Sayers

Estimated hours field in a Service Request: how to edit or set a default value

Good morning,
We are ramping up resource management and capacity planning here at UNH, and a customer wanted to know if we can set the Estimate hours field in a Service Request to a default value. A screen shot has been attached.

I ...
1 Answer
Eugene McGeehan Last activity on 3/22/2023 10:22:14 AM by Brittany Renn

iPaaS Connector Extended Action

I'm working with the iPaaS Salesforce connector and I've added an action for a Salesforce Upsert. I needed to create a custom data type which defines the fields of a Salesforce object (for example Contacts) to use as the Request Body Data Type. ...
1 Answer
Cory Morgan-Berg Last activity on 3/21/2023 5:34:16 PM by Carrie Willis

footer customizations

I've been working on some potential updates to our notification messages, and trying to figure out the difference between each.
We've got a number of notification footers that appear to have been created, but there's nothing in any of them. S...
1 Answer
Becky Klein Last activity on 3/20/2023 4:54:55 PM by Mark Sayers

Restrict People Import updates to only username

I see People Import uses Primary Email Address to match for updates. Since it is possible that incorrect email addresses can be entered in our HR and SIS systems. It is possible that a new user can match an existing user on preferred email addres...
1 Answer
Chuck Renninger Last activity on 3/20/2023 3:40:53 PM by Mark Sayers

Include feed/comment data in TDX report


I would like to be able to include the most recent update/comment from a ticket feed that is not marked as private in a TDX Report.

I found another thread here (
1 Answer
Seth Long Last activity on 3/20/2023 3:10:20 PM by Brittany Renn

workflow approval access denied

I have a ticket that was submitted that has a workflow where the Requestor's manager has to approve the request. In this case, the Requestor's manager only has a Client license (which my understanding is that this is not an issue). In this case...
1 Answer
Mathew Chandler Last activity on 3/20/2023 11:45:51 AM by Mark Sayers

Existing ticket behavior for workflow and time

I had a couple questions about the expected behavior of an existing ticket different features:
Updating the Service of an existing ticket -> should it automatically apply the workflow of the new Service? Or does the workflow ...
1 Answer
Phuong Hoang Last activity on 3/17/2023 2:28:59 PM by Mark Sayers

How do you stop workflow/web services if a ticket has been resolved?

Finding that when a ticket has been resolved or cancelled or if an approval is rejected that the WF will not stop. Any Tasks, notifications, etc keep running. How do you stop this?
1 Answer
Chrissie Kenny Last activity on 3/17/2023 1:54:27 PM by Brittany Renn

Associate a reply-by-email token when reply was sent to technician

When an end user removes the "reply to" email address associated with a ticket response and sends the email directly to the technician responding, is there a way for the technician to associate any additional replies back to the ticket feed via t...
1 Answer
Kelly Vanderpool Last activity on 3/17/2023 1:39:30 PM by Mark Sayers

Project Task Report by Resource with latest comments/feed

I am looking to create a report that will identify all project tasks assigned to a resource that will include the latest comments or feed information.
Could not find a field under the Tasks Report builder that matched up to comments or feed.
1 Answer
Mark Juzwiak Last activity on 3/17/2023 9:14:04 AM by Brittany Renn

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