Questions

Responsible Field

Hey TD staff,

How do I add people to a 'Responsible' field again on the forms?
The users are already in the application field, tech rights, and respective groups, but when I try to assign a tech to a 'responsible' field they don't a...

1 Answer

Alex Chang Last activity on 6/5/2024 9:35:53 AM by Mark Sayers

Email delivery 365 connector

IT is attempting to set this up so "from" email comes from our domain following this KB Article - Sending Mail Via A Microsof... (teamdynamix.com)
When setting up the connector do we want to retain exchange email headers? What is the imp...

2 Answers

Dan Burnett Last activity on 6/5/2024 3:34:53 PM by Dan Burnett

Create 2nd custom notification for approved project

Hi,
We use the project request form for both project requests and product requests, with two different request forms and two different workflows within Portfolio Planning. When a product request is approved, because the notification template ...

1 Answer

Kim Rathbone Last activity on 6/4/2024 2:31:07 PM by Mark Sayers

iPaaS workflow connector setup/settings

I am very new to iPaaS given the question I am about to ask.

I am trying to create a flow that pulls data from a form. I have created the form. I added the connector 'TDX Common: Lookup TDX Users'. This connector shows my fields created on ...

3 Answers

Justin Goode Last activity on 6/5/2024 8:24:26 AM by David Tod

TDX Logo?

Hello, if I wanted to add the new TDX Icon to a service offering page, how would I access the image link? I have seen some examples of URLs that reference such a link, but I am having a hard time getting it to work properly.

Thanks, Tevis

2 Answers

Tevis Boulware Last activity on 6/5/2024 12:33:05 PM by David Tod

Trigger/Calling iPaaS flows from other iPaaS applications

Hi, presently I can call an iPaaS flow inside another flow within the same application using the Call method but is there a way to call or trigger a flow that rests in another iPaaS application?

1 Answer

Eric Poitras Last activity on 6/4/2024 9:38:50 AM by Mark Sayers

Mobile App

Hi there,
The Teamdynamix Mobile app is now showing in the Apple App Store and Google Play store. Some of my tech's have downloaded it and are asking for our Instance ID. Where can I find it?
Thanks,
Teresa

1 Answer

Teresa Amos Last activity on 6/3/2024 11:46:03 AM by Mark Sayers

Limit on number of tasks in a waterfall plan

WIthin the PPM tool and using a waterfall plan, is there a limit on how many tasks can be associated with an individual plan? If so, what is the limit?

1 Answer

Leslie Czeck Last activity on 5/31/2024 11:30:27 AM by Mark Sayers

Emails from notify@teamdynamixapp.com

Hello,
Several of our technicians have complained about the number of emails they are receiving from TDX. They report they consistently get 2 emails about the same ticket and one of them forwarded me the 2 emails below as samples.
The fi...

1 Answer

James Moyle Last activity on 5/30/2024 4:43:35 PM by Brittany Renn

Email Error: Unable to load email message. Platform Email Id '1582', Email Id: 'Unknown'.

We get this email about a hundred times every minute. They're non stop. Not sure what we need to do to fix the issue. If someone could assist, it would be appreciated. Thank you!
the body text includes...

"The attached message was sen...

1 Answer

Sean St. Pierre Last activity on 5/30/2024 1:56:59 PM by Mark Sayers

Notification template possibly

Hi all,
User mentioned they could not click on ticket number from a custom notification template. I verified this worked in the past. I created a test ticket and tested it myself with a standard account I created, and I can not access the tic...

1 Answer

Michael Rodriguez Last activity on 5/30/2024 1:40:59 PM by Mark Sayers

Time Report Rejected Notification Template Update

Is there a location where the Time Report Rejected notification template can be updated? There is a section for Time Report Notification Templates, but it only includes the Time Report Due and Time Report Overdue templates.

1 Answer

Corrine Knox Last activity on 5/29/2024 2:30:10 PM by Mark Sayers

How Do I enable a Form Submit Acknowledgement page

I am basically trying to recreate the same page you'd see creating a ticket using the client portal but for ipaas forms, that includes a link to view the ticket you created, and a link to submit another request of the same type.
I created a t...

1 Answer

Peter Dawes Last activity on 6/26/2024 4:03:53 PM by Mark Sayers

Pulling information on Child tickets from an existing Parent through API/IpaaS

I'm trying to build a workflow in IpaaS that involves a step where it checks a parent ticket, then determines the current status of the child tickets attached to it. However, this doesn't seem to be inherently possible. When pulling the ticket JS...

1 Answer

Chance Binder Last activity on 7/22/2024 4:53:58 PM by Mark Sayers

Where is the Signature Template in TDADMIN

Hello, the 11.9 release notes state "Administrators can set technician signatures within TDAdmin, and set up a technician signature template tag in notification templates".
I can't find this operation in TDAdmin. Can you point me in the righ...

1 Answer

Tevis Boulware Last activity on 5/28/2024 12:16:16 PM by Tevis Boulware

Preventing Invalid Time Entries

Is there any way to prevent invalid time entries from being created? In testing, we have found that people can enter negative time or enter more than 24 hours in a single day.
While I know that the supervisors can reject these time entries, i...

1 Answer

Corrine Knox Last activity on 5/29/2024 10:33:29 AM by Mark Sayers

How to remove Milestones from PPM buisness case

I am having difficulty removing the Milestones tab from the PPM business case.
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...

1 Answer

Timothy Mellin Last activity on 5/28/2024 10:13:04 AM by Mark Sayers

Web Service Post

Hi,
I'm doing a web service ( https://support.einsteinmed.edu/TDAdmin/EC907A1C-A5B8-423A-B989-B2165ED67FDF/2739/WebServiceMethods/Index/#/4346/edit ) to create a ticket from IT ticketing to HPC ticketing. It failed. https://support.einstei...

1 Answer

Sheila McBride Last activity on 5/28/2024 9:39:07 AM by Mark Sayers

Populating ticket data based on a user query

For employee separation tickets, I want to populate certain fields based on the employee name selected in the ticket - which is a Person type field. For example. I have ticket attributes for Employee Initials, Job Title, and Start Date. and for ...

1 Answer

Gordon Dunlap Last activity on 5/28/2024 9:35:07 AM by Mark Sayers

Email Report Delivery Customization

I am editing the notification templates. I notice there is a way to edit notifications for briefcase, projects etc as well as ticketing application notifications. Is there a way that when you have a report that has an email delivery that you coul...

1 Answer

George Pink Last activity on 5/28/2024 9:32:08 AM by Mark Sayers

Viewing tickets on workspace calendar

Hello!
I've added a handful of tickets to a workspace as a way to group these tickets together and plan the upcoming work. These tickets each have start and due dates set and can be visually displayed in the Timeline view. The timeline view i...

1 Answer

Sam Fischer Last activity on 5/28/2024 11:35:57 AM by Brittany Renn

Viewing Ticket Tasks from Client Portal

Is there a way to make ticket tasks viewable from the Client Portal? We are using ticket tasks pretty heavily and our clients would like to be able to track the progress of those from the client portal, as a way to monitor the overall progress of...

1 Answer

Kathy Pauley Last activity on 5/28/2024 9:05:48 AM by Mark Sayers

TypeID Inaccurate

I have a Condition in a workflow that is referencing the "TypeID" value to determine if the person is a User or Customer.

https://solutions.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Users.UserType

However, a recent ...

2 Answers

Scott Cory Last activity on 5/28/2024 12:33:46 PM by Scott Cory

Is there any way to debug script elements in flows

I need to debug a script element in an iPaas flow but have been unable to find any way to get data out of the script (excluding the result). Are there any methods or functions that can be used to present the values of variables in the script (li...

1 Answer

Andrew Moody Last activity on 6/26/2024 3:56:57 PM by Mark Sayers

Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools

Hi there,
We are looking at trying to connect our TDX instance to PowerBI.
Is TDX working on a Microsoft Fabric connector for getting reports from TDX and exposing them to PowerBI and other Fabric tools? We are currently using the commun...

1 Answer

Samuel Jones Last activity on 6/5/2024 9:37:17 AM by Michael Ligouri

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