"Popular Articles" module

The popular articles module does not allow filtering by portal. Is there a way to do this, or get the same data in a report for a specific portal?
2 Answers
David Tod Last activity on 6/14/2023 8:38:26 AM by David Tod


How is accessed?
What is the advantage of using this environment, over
1 Answer
Daniel Epley Last activity on 6/12/2023 1:47:22 PM by Brittany Renn

Dashboard Creation

We are looking to create a public dashboard, so users can see at a high level the status of software installation requests. Is there any documentation on how to set-up a public dashboard?

1 Answer
Malia Gallardo Last activity on 6/12/2023 1:14:37 PM by Brittany Renn

Asset Import

Under IT Inventory, I expect to see an option to import assets, however, this option is missing for me. I only have contract import, product model import and vendor import. I don't see an option for asset import. How can I make this op...
1 Answer
Darrell Millar Last activity on 6/12/2023 11:48:44 AM by Mark Sayers

Customize Ticket View/Sorting

When in the Tickets tab, we have the ability to customize what columns to see. For instance, ID, Title, Classification, Priority, etc. Out of the 13 columns available to us, I only need to view 8 of them. I've customized this page/view se...
1 Answer
Paola Zavaleta Last activity on 6/9/2023 4:27:11 PM by Brittany Renn

Notification Recipient Template Tag - Version 11.7

Hi all,
During the 11.7 Release Preview session I had asked a question about getting the TDX standard HMTL for the new "notified" section that was added to all non-customized notification templates. I have looked back at the video, release n...
1 Answer
Taren Conley Last activity on 6/9/2023 4:08:00 PM by Brittany Renn

Services and Ticket Types

Does this guidance still hold? How do others use Ticket Types?
Populate your TeamDynamix type categories with the service categories outlined in the ECAR pap...
1 Answer
David Tod Last activity on 6/9/2023 9:35:22 AM by Brittany Renn

How to approve or remove old time & expense submissions en masse

Hello! We have hundreds of time reports submitted as far back as 2017 and we do not want to make new managers approve them all one at a time. Is there a method for us (Admins) to remove all prior to a specific date for them?
Thank you!
1 Answer
Sarah Glatz Last activity on 6/12/2023 8:42:22 AM by Mark Sayers

Resource Pool Manager

We are attempting to add a user as a manager to a resource pool, but the user's account does not appear in the lookup list.
Is there a particular set of criteria for which technicians can and cannot be added as mangers to resource pools? I do...
1 Answer
Anderson Hanchett Last activity on 6/9/2023 11:20:52 AM by Brittany Renn

Analytics on Resource Mgmt Use?

Hi all. I am new in a role managing Team Dynamix as a product. I absolutely need to complete some trainings and read through all the great information in the KB. But I have been asked an urgent question about whether or not TD has some kind of...
1 Answer
Cindy Kraft Last activity on 6/8/2023 2:02:31 PM by Brittany Renn

Add an alert to all tickets based on Form or some other relevant field

I would like to have a Ticket Closed alert added to all tickets related to my group of technicians.
The idea would be to monitor when tickets close, in real-time, to see if some need to be reviewed for accuracy.
I can manually add an aler...
1 Answer
Joe Rojas Last activity on 6/8/2023 2:10:37 PM by Mark Sayers

Workflow Conditions

I am trying to create a workflow that would auto-close tickets for my team after 3 weeks if no updates have been made and the ticket is in certain statuses. I want it to start a 2-week timer once the ticket is assigned to our group, an...
1 Answer
Miranda Bielecki Last activity on 6/8/2023 1:09:53 PM by Mark Sayers

CI Type Dropdown Questions

Good morning!
I'm looking for a little bit of information on the CI Type drop down that is available when clicking on the magnifying glass in the Asset/CI field, specifically: can it be customized to include a custom asset app?

1 Answer
Eugene McGeehan Last activity on 6/8/2023 11:36:17 AM by Mark Sayers

Project Plan task dependencies where both tasks can be completed the same day

I have these two lines on my project plan
34 run process X 6/7 - 6/10
35 run process Y 6/7 - 6/10
Step 34 must complete before we can do step 35. They only take 5 minutes so they can be done on the sa...
1 Answer
Carolyn Jensen Last activity on 6/7/2023 3:54:20 PM by Mark Sayers

Why would a ticket be create twice?

The tickets below were duplicates. thee is only one email in the mailbox from the person, but two ticket were created. Any ideas what could cause it?
Original: 20991843 (Submitted 6/5 @ 3:09 PM) Duplicate: 20992085 (Submitted 6/5 @ 3:3...
1 Answer
Alex Oquendo Last activity on 6/7/2023 12:00:05 PM by Brittany Renn

Inspecting Incompatible License Type and Applications?

Good morning.
Do you know of an API endpoint or report capability that returns User information where the "License Type is Incompatible with Applications" granted (see below)?
The issue we have is that our new and improved Identity Manage...
1 Answer
Tevis Boulware Last activity on 6/7/2023 11:20:36 AM by Mark Sayers

Trying to run an api patch on a ticket type for a batch of tickets.

Hello All,
I am trying to update just the ticket type for a batch of tickets. My script is created in powershell and is using the patch method to try and update that field in a ticket. Everytime I run my code it gives me the following error mes...
1 Answer
Brandon Ferrotta Last activity on 6/7/2023 10:06:17 AM by Mark Sayers

Tasks that must start on a specific date

Is there a way to set the predecessor for a task to "start no sooner than a specific date"?
2 Answers
Ed Puckett Last activity on 6/7/2023 9:52:55 AM by Ed Puckett

Ability to see and report on ticket touches by a technician

I'm wanting to be able to see in the feed, each time someone does something in a ticket and report on it. Not just reading the ticket but actually taking an action that results in a feed entry. Is this currently possible in reporting?
1 Answer
Chuck Angel Last activity on 6/6/2023 2:16:24 PM by Mark Sayers

Convert Existing Project Plan (Cardwall) Into a Project Template

After we have already started working on a project, or even once it is completed, is it then possible to take that work and clone the data into a Project Template Plan, without needing to manually re-enter all of the data?
Example: We are get...
1 Answer
Dan Bennett Last activity on 6/6/2023 10:00:05 AM by Mark Sayers

Project type report

I'm unable to edit/create a project type report.
1 Answer
Michael Tran Last activity on 6/5/2023 3:54:26 PM by Mark Sayers

iPaaS API endpoint data

Is there a way for an API endpoint to return something other than JSON? It seems like even if you return a different form of data, the data itself is part of a JSON object.
1 Answer
David Tod Last activity on 6/2/2023 12:48:07 PM by David Tod

How to remove field from list of choices in request form Designer

Hi there,
I'd like to clean up the list of choices in the request form Designer. I've created some new fields where 1. I didn't end up using them on any request form or 2. I chose the wrong format for the field but am not able to edit it to c...
1 Answer
Alyx Lyons Last activity on 6/2/2023 12:09:00 PM by Mark Sayers

Report all updates in last X days by user

Is there a way to generate a report of all updates made by a user in the last X days? Need to include tickets, tasks, projects, etc. Doesn't matter what it was, if the user did something in the last X days, list it.
1 Answer
J C Last activity on 6/2/2023 11:52:37 AM by Mark Sayers

Bulk Actions in Assets

I need to change almost 3000 assets to a certain status, is there a way to do this in bulk?
1 Answer
James Richard Last activity on 6/2/2023 11:39:21 AM by Mark Sayers

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