JCCC: Is it possible to merge two projects into one project?

Hello ---
Is it possible to merge two projects (or two project requests) into one project (or one request)?
1 Answer
Daniel Epley Last activity on 5/3/2023 4:07:40 PM by Mark Sayers

Dynamic Approval Step Assignment

We have a workflow with several approval steps. The person responsible for each approval step will change based on selections from attributes in the form. I am reading the documentation .../TDWebApi/Home/type/TeamDynamix.Api.Tickets.WorkflowSte...
3 Answers
Scott Cory Last activity on 5/3/2023 2:12:56 PM by Scott Cory

Application Updates API question

With this API:

Do I have to provide all the applications the user has or just the one I want to add? I do not want it to remove other applications I did not provide.
2 Answers
Bryan Weist Last activity on 5/10/2023 4:05:40 PM by OU ITSM Team

Reporting Interval and Time Period Questions

I am attempting to create a report that will be delivered annually to recipients via email, but there are only options for daily, weekly, and monthly delivery. Would there be a best work-around to set up annual delivery of reports?
1 Answer
Anderson Hanchett Last activity on 5/3/2023 11:14:26 AM by Michael Ligouri

Fields 1-10 on project tasks

What is the purpose of Field 1, Field 2, etc on project tasks? It doesn't appear you can rename them, and you can't even edit them when you're looking at a card on a card wall. How do people use them?

1 Answer
Mariah Rible Last activity on 5/1/2023 12:20:03 PM by Mark Sayers

Priority Sorting

Is there a way to sort items on reports by Priority that is not alphabetical? So for example rather than seeing items in this order:
High Low Medium I want to see them in this order:
High Medium Low It doesn't ...
1 Answer
Mariah Rible Last activity on 5/1/2023 11:30:12 AM by Mark Sayers

Ticket form and workflow

We use various ticket forms to create tickets directly in TDNext, and not via a Service in the Portal. Can a Workflow be automatically assigned to a ticket form in such a case? It seems the only way to associate a workflow with a ticket form ...
1 Answer
Jon Ricketson Last activity on 5/1/2023 9:15:59 AM by Brittany Renn

TDX 11.7 Release Downtime - Email Monitor

I wanted to ask if emails sent to email monitors during the TDX downtime will be held to generate tickets on the day of the 11.7 upgrade.
Thank you.
1 Answer
Anderson Hanchett Last activity on 5/1/2023 8:51:28 AM by Brittany Renn

My Schedules vs. My Schedule

According to the Getting Started with My Work TDX KBase , "My Schedule" is defined as:
My Schedule – A list of all ticket schedules for which the user is the owner. However, this definition doesn't seem to fit with the "My W...
1 Answer
Darin Hoffman Last activity on 5/1/2023 12:12:00 PM by Mark Sayers

API to create scheduled tickets

We're not seeing how to use the API to create a scheduled ticket (I know, I know). Is that possible or could Mark put in a feature request for us? ;)
1 Answer
Micah Cooper Last activity on 4/27/2023 9:19:11 AM by Mark Sayers

Reporting on colors of cards

Can you report on the color associated with a card on a card wall? I don't see anything in the report filtering dropdowns that references the color
1 Answer
Mariah Rible Last activity on 4/27/2023 9:00:13 AM by Brittany Renn

Card wall task auto assignment

Can card wall tasks be auto assigned to a resource upon creation?
1 Answer
Mariah Rible Last activity on 4/27/2023 8:46:55 AM by Mark Sayers

Why can't I use Card Wall plan in a project request?

In Portfolio Planning - in Project Requests - under the Business Case - I see Plans but Waterfall is chose by default and I can't change it. Is this a "baked in" setting?
I'd like to use a Card Wall instead of a Waterfall.
Thanks for any ...
1 Answer
Mark Juzwiak Last activity on 4/25/2023 3:08:01 PM by Brittany Renn

Knowledge Base Article for End Users of OneDrive Integration

I recently received a request for end user instructions for our TDX OneDrive Integration and was surprised I couldn't find a resource in this Knowledge Base. I do see the KB for configuring the integration, but not for end users. Is this someth...
1 Answer
Tianna Jensen Last activity on 4/25/2023 1:17:02 PM by Brittany Renn

Receiving empty data from WebAPI when searching existing users

I am currently building a python script that integrates with the TDX WebAPI, but I've run into an issue regarding the /TDWebAPI/api/people/lookup (Lookup) and /TDWebAPI/api/people/search (Search) endpoints. When I use either of these endpoints I ...
1 Answer
Harrison Fleisher Last activity on 4/25/2023 9:17:42 AM by Harrison Fleisher

Where does "All: Create and modify the list of locations and their rooms" Live

The API Endpoint "{id} Edits the specified location.
Specifies that the "This action requires the "All: Create and modify the list of locations and their rooms" permission."
I ca...
1 Answer
Tevis Boulware Last activity on 4/21/2023 3:32:13 PM by Brittany Renn

Reporting on Project Request Age

I have a need to report on project request turn-around-time (age from submission to decision (approved/declined/withdrawn). In looking at the Portfolio Planning report parameters, I don't see a way to do this. Do you have any recommendations?
1 Answer
Rebecca Murphy Last activity on 4/21/2023 9:14:56 AM by Brittany Renn

Workflow History not showing on Ticket

Please see the following. I have a workflow that calls an IPaaS flow, and the run history on the flow shows it completed successfully, and the ticket that the workflow created was created successfully as well. However, the workflow status on th...
1 Answer
Tevis Boulware Last activity on 4/21/2023 9:24:39 AM by Mark Sayers

iPaas Removing Duplicates

What is the best way to remove duplicates in an iPaaS table? I pulled all of the ticket types and categories. I have a list of the categories that includes duplicates that I would like to remove.
1 Answer
Tyler Steele Last activity on 4/20/2023 2:30:16 PM by Mark Sayers

Edit a description

Is there a way to edit a description for a workflow? If there is, I am unable to locate it.
Thank you.
1 Answer
Nick Christiansen Last activity on 4/20/2023 11:22:27 AM by Brittany Renn

Scrum best practices

Does anyone have best practices for managing Scrum and Sprints across multiple projects and service requests? Like a master plan and master sprints.
We have capital projects, or major projects, which require TDX project management. Th...
1 Answer
Jerry Taylor Last activity on 4/20/2023 11:32:28 AM by Brittany Renn

PATCH to calculate a date plus 30 days

I am trying to use a Web Service to update a ticket once it is approved at a point in a workflow. I am able to update the status and create an "Effective Date" utilizing the "Modified Date" using the following code in the body:
{"op": "...
1 Answer
Kevin Hull Last activity on 4/20/2023 4:11:46 PM by Mark Sayers

Custom Workflow Notifications for Non-Technicians

Hello, TDX Team:
I am working on a workflow that sends a notification to a hard-coded email address. The built-in notification step on workflows does not allow the addition of specific recipients if they do not have access to the ticketing ap...
1 Answer
Anderson Hanchett Last activity on 4/19/2023 1:18:34 PM by Mark Sayers

Cleaning up Import Error Messages

We are getting these messages from importing Employee data and are unsure how to clean them up. Can you please offer some suggestions?

Import Job Error Report ID

End Date/Time
Saturday, April 15, 2023, 3:30 AM (Ea...
1 Answer
Hamzeh Bouchi Last activity on 4/17/2023 11:35:52 AM by Brittany Renn

iFrame Exception for Yuja

We use Yuja as our video capture software at Chatham. We would like to use Yuja videos in our knowledge base Articles. Can we have an iFrame exception for Yuja so we can embed our videos?
1 Answer
Paula Love Last activity on 4/17/2023 10:52:32 AM by Brittany Renn

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