Workflows to Create Tickets in Other TDX Applications

We are working on fleshing out an employee onboarding workflow in an HR application that will generate tickets and send email notifications based on needs (such as computer setup by ITS or door access by the locksmith). I wanted to ask...
1 Answer
Anderson Hanchett Last activity on 9/6/2022 2:54:34 PM by Mark Sayers

Break out of IPaaS For Loop

How do you break out of an IPaaS For loop once you have found the item you are looking for?
1 Answer
Tevis Boulware Last activity on 9/7/2022 10:02:25 AM by Carrie Willis

TeamDymanix Ticketing Applications

Are we still unable to delete applications from TDx? I know that in previous versions, applications can only be deactivated. Has this been changed?
1 Answer
Caroline Calhoun-King Last activity on 9/6/2022 9:43:18 AM by Mark Sayers

Multiple API Call methods in one web workflow step

Is it possible to make multiple calls in one web method workflow step? For example, we currently have a task to assign a user to a group, and then set several custom people attributes. In order to do so with the API, one needs to auth using POST ...
1 Answer
Derek Hickman Last activity on 9/1/2022 4:33:55 PM by Mark Sayers

Task Templates in Workflows

Can a task in a workflow be a task template?
1 Answer
Sheila McBride Last activity on 9/1/2022 4:28:18 PM by Mark Sayers

Web Service Method - Change Ticket SLA

I am attempting to create a web service method that will let us change an SLA within a workflow. I found the API documentation on the subject and believe I have the method configured correctly. I have configured several other methods successfully...
1 Answer
Jordan Van Pelt Last activity on 9/1/2022 1:45:58 PM by Mark Sayers

Getting full URL/URI for Ticket in IPaaS

Is there any way to retrieve the full TDNext TicketURL from an IPaaS connector?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 8/31/2022 8:57:52 PM by David Tod

How can I make Projects visible to the department, Even if not a resource or manager?

I thought by adding them all to a portfolio for the department (application services), the department could see all the active projects and who is working on what. I could not figure that out, so I tried to create a report under Projects that fil...
3 Answers
Melody Chronister Last activity on 8/31/2022 4:00:44 PM by Melody Chronister

How do you Archive a Knowledge Base Article?

What is the process for archiving a Knowledge Base article and what does archiving do to the article behind the scenes?
1 Answer
Karen Wilson Last activity on 8/31/2022 3:17:24 PM by Mark Sayers

Attribute Dependency configuration in Form Builder

In the past, I was able to "Add New Field" in Form Builder and configure the parent / child dependency within Form Builder using Edit on the new field. Today, I am not given that option. I had to create attribute, then go in to Attribute Depend...
2 Answers
Scott Cory Last activity on 8/31/2022 11:38:12 AM by Scott Cory

Email Replies Posted in Child Ticket, but Not Parent

Please see the following, we have a customer who replied through email to a parent ticket, but the reply was not posted in the parent ticket feed. The email reply to the parent ticket can be seen in the Processed folder. However, the customer c...
1 Answer
Tevis Boulware Last activity on 8/31/2022 10:33:58 AM by Mark Sayers

Change Management Calendar

Does TeamDynamix have a calendar view for IT to visualize all the scheduled changes? If so, can I see an example?
2 Answers
Sarah Glatz Last activity on 8/30/2022 12:08:05 PM by David Tod

How to remove old projects from the drop-down list for Time Entry?

I know that when we close projects, we have the option to leave them open for time entry. Because of that, we now have a bunch of old projects that appear on our drop-down list for adding time. We want to remove these from the list. How can we ...
1 Answer
Gretchen Cannon Last activity on 8/29/2022 3:25:50 PM by Mark Sayers

Import Contracts from ContractImportTemplate

What is the date format retired to create Contracts through the import template. Attached are my errors
3 Answers
Greg Scherer Last activity on 8/26/2022 5:49:02 PM by Greg Scherer

Copy Web Service Method

Is there a way to copy a web service method? The only option I see is "+New"

It would sure be convenient if there were a "+Copy" option, so that a simple edit could be made on the copy instead of having to recreate everything to make o...
1 Answer
Scott Cory Last activity on 8/25/2022 4:34:56 PM by Mark Sayers

Edit/Delete time on a ticket

How do we edit or delete time that is entered on a ticket?
3 Answers
Danee Gunka Schwartz Last activity on 8/25/2022 2:59:16 PM by Danee Gunka Schwartz

Changing email addresses/usernames of all users on the platform

The institution recently underwent a name change and in doing so, we're working on changing the email domain of all users.
In TDX, we currently have their username as their email address (
We tested to see what would...
1 Answer
Samuel Becker Last activity on 8/25/2022 12:56:36 PM by Mark Sayers

Login History for Multiple users

Is there an easy way to get the last logged in date/time for multiple users at a time. I know i can pull it one by one per user but not efficient if I need to do this for 700 users.
1 Answer
Cid Cardoz Last activity on 8/25/2022 9:15:32 AM by Cid Cardoz

Automation Rule that Parses Through Ticket Description

Would there be a way to create an automation rule or email monitor rule that parses through ticket descriptions (email bodies) to obtain a specific number or string?
We are using an asset management platform that automatically sends emails to...
1 Answer
Anderson Hanchett Last activity on 8/23/2022 4:27:32 PM by Mark Sayers

Include 'Thank you' button in ticket template that changes status of ticket?

We would like to give our clients a "Thank you, I'm all set!" button in the emails they get from the ticket system that will just ensure that the status of the ticket is closed. Is that possible? We have a number of our people who are very poli...
2 Answers
Carly Born Last activity on 8/23/2022 10:35:42 AM by Carly Born

Attribute Dependencies

I have a form and I want to have one parent and all the other attributes I create to be dependant on it. Based on what is selected from the parent attribute, I want several different attributes to appear. Do I have to create a dependency for eve...
1 Answer
Alex Oquendo Last activity on 8/22/2022 4:30:12 PM by Mark Sayers

Closing a Group of Calls at Once

We recently had an outage, many calls poured into the system. We would like to be able to place the calls in one group and be able to close based on one resolution. I have searched the KB and have found nothing to help with this problem. I know...
1 Answer
Denise Chaney-Parker Last activity on 8/22/2022 12:03:25 PM by David Tod

Filter Report Based on Difference Between 2 Fields

Hi all,
I'm trying to build a report that shows tickets where the Primary Responsible is different from the Resolve By without having to go to export. I Suspect this is not possible, but wanted to check in case I am missing something.
1 Answer
Damon Stennett Last activity on 8/22/2022 9:52:23 AM by Mark Sayers

Tags in Ticket Templates

Is there a way to make "Tags" available in a Ticket Template? We would like tickets created by a specific template to also have predefined tags and from what I am seeing when creating a new template is that Tags is not available, even though Tags...
2 Answers
Tom Birmingham Last activity on 11/15/2022 1:18:15 PM by Eric Guthrie

Question on Text Formatting in Design and Form Display

Please see the following screen capture, but there is an inconsistency in the formatting of plain text in the design view of a text area field of a form and when the form is being used to create a ticket.
1 Answer
Tevis Boulware Last activity on 8/19/2022 11:49:08 AM by Mark Sayers

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