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General Questions"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
JCCC: learn.teamdynamix.com
How is learn.teamdynamix.com accessed?
What is the advantage of using this environment, over solutions.teamdynamix.com?
Thanks,
Daniel
What is the advantage of using this environment, over solutions.teamdynamix.com?
Thanks,
Daniel
1 Answer
Daniel Epley
Last activity on 6/12/2023 1:47:22 PM by Brittany Renn
Dashboard Creation
Hi,
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?
Thanks!
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?
Thanks!
1 Answer
Malia Gallardo
Last activity on 6/12/2023 1:14:37 PM by Brittany Renn
Asset Import
Hello,
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...
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
Hi,
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...
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...
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?
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3748
Populate your TeamDynamix type categories with the service categories outlined in the ECAR pap...
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3748
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!
...
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...
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...
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
Hello,
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...
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?
I've...
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?
I've...
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...
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...
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...
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...
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...
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
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...
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.
Thanks
Thanks
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