Questions
Categories View All Categories
General QuestionsDescription Character Limit - Assets/Contracts
We're running into character limit problems with Contract descriptions. What's the character limit? And can this be adjusted in TDAdmin?
1 Answer
John Anderson
Last activity on 4/17/2023 9:24:46 AM by Mark Sayers
iPaaS Notification Providers and Metered Flows
Hi,
If we set up a notification provider in iPaaS that posts a Slack message for example, would that count towards our number of metered flows? If so, would it count as one, or would each flow that we use it in for notifications count against...
If we set up a notification provider in iPaaS that posts a Slack message for example, would that count towards our number of metered flows? If so, would it count as one, or would each flow that we use it in for notifications count against...
1 Answer
Isaac Ramirez
Last activity on 4/17/2023 4:15:16 PM by Michael Ligouri
Convert Card Task to Ticket
Is there a way to convert a card task to a ticket?
I see where it can be moved to another project, and I know issues can be converted to tickets - but don't see anything on a way to do this...
I see where it can be moved to another project, and I know issues can be converted to tickets - but don't see anything on a way to do this...
1 Answer
Rebecca Murphy
Last activity on 4/13/2023 4:10:40 PM by Mark Sayers
Any Way to Post a Workflow Notification Step's Info Into a Ticket Feed?
Good morning,
I've created various workflows with notification steps, and it seems as though that particular type of workflow step does not make any entry into a ticket's feed. Other workflow steps at least indicate something like, "Evaluated...
I've created various workflows with notification steps, and it seems as though that particular type of workflow step does not make any entry into a ticket's feed. Other workflow steps at least indicate something like, "Evaluated...
2 Answers
Nate Sakovitch
Last activity on 4/13/2023 10:01:21 AM by Nick Christiansen
Notifications
I have an automation rule that assigns a ticket to a group if certain criteria are met.
On a test ticket, this shows up in the ticket:
In the ticket is this:
Changed Responsibility from "" to "UWinsite Finance – Research Finance Team ...
On a test ticket, this shows up in the ticket:
In the ticket is this:
Changed Responsibility from "" to "UWinsite Finance – Research Finance Team ...
1 Answer
Mathew Chandler
Last activity on 4/13/2023 9:11:02 AM by Mark Sayers
Stripped Links
We recently had someone forward an email to our monitored email box that contained links. The text for the links was different than the actual associated links in the email, and when it came into TDX the actual links were no longer there. Is this...
2 Answers
Mariah Rible
Last activity on 4/12/2023 1:07:57 PM by Mark Sayers
Report KPI Excluding Time Placed on Hold
I am attempting to create a report displaying the time from ticket creation to closure/resolution but excluding the time that tickets are placed on hold. Is this level of filtering feasible?
1 Answer
John da Costa
Last activity on 4/11/2023 2:00:11 PM by Brittany Renn
User account security flag
Is there a way to flag a user's account to show that they have a security warning for their account? For instance, in the past they have been a victim of a phishing attempt or we know they have compromised credentials? We would want this to sho...
1 Answer
Susan Galvin
Last activity on 4/11/2023 10:35:02 AM by Mark Sayers
Can "On Hold Until" be made a required field in projects when Status is "On Hold"?
When a project is updated to a status of On Hold we would like to make the On Hold Until a required field - Is this possible?
1 Answer
Annette Howard
Last activity on 4/10/2023 3:13:00 PM by Brittany Renn
HTML styles on ticket forms
I have an HTML static content block on a form I'm trying to create. I have specified a style section in the source for this block that should make it a 4-column layout. However, it is not showing up this way on the form. Is this expected? Attache...
1 Answer
Mariah Rible
Last activity on 4/10/2023 2:53:20 PM by Mark Sayers
Images on ticket forms
Is there a way for me to add images to a ticket form?
1 Answer
Mariah Rible
Last activity on 4/10/2023 2:43:19 PM by Mark Sayers
Putting Ticket attribute information into ticket tasks automatically.
Hello,
We have created a work flow that generates tasks if certain conditions are met. I am wondering if there is a way that we can automatically take form attributes that are pertinant to the tasks and have them automatically populate the ta...
We have created a work flow that generates tasks if certain conditions are met. I am wondering if there is a way that we can automatically take form attributes that are pertinant to the tasks and have them automatically populate the ta...
1 Answer
Justin Gonzales
Last activity on 4/10/2023 1:41:15 PM by Mark Sayers
Ticket Tasks Report
I am trying to build a report that will show (Current User) all tasks that are assigned to them, or are assigned to any group of which they are a member. It's that second part that is causing me issues so as to keep this report generic rather tha...
1 Answer
Patrick LaFollette
Last activity on 4/7/2023 1:41:56 PM by Mark Sayers
Task Notifications in a Workflow
I recently created two workflows for a ticketing form. There is an automation rule for each workflow that applies one of the workflows depending on the nature of the ticket submitted.
In each workflow, there are many conditions. For each co...
In each workflow, there are many conditions. For each co...
1 Answer
Mathew Chandler
Last activity on 4/6/2023 3:15:47 PM by Brittany Renn
revoke approval?
Is there a way to revoke approval of a ticket that's been through a workflow?
1 Answer
Becky Klein
Last activity on 4/6/2023 10:54:43 AM by Mark Sayers
ACCT/DEPT name change and nightly import
I changed the name of an ACCT/DEPT because it was changed at the organizational level and was reflected in our nightly data feed for a couple of customers.
After the name change in TD, I'm still seeing an error on the import job that the <...
After the name change in TD, I'm still seeing an error on the import job that the <...
1 Answer
Pamela Jordan
Last activity on 4/5/2023 10:56:35 AM by Mark Sayers
Batch Removal of Rooms on Locations
Is there a way to remove all rooms from locations while still keeping the locations intact?
Thank you
Thank you
1 Answer
Anderson Hanchett
Last activity on 4/4/2023 9:33:43 AM by Brittany Renn
App email replies and outbound email settings
Hello,
I need some clarification on email replies per app and outbound email settings.
Are these the same or how do they operate differently?
It seems email replies act as the reply monitor which is pretty straight forward. If I...
I need some clarification on email replies per app and outbound email settings.
Are these the same or how do they operate differently?
It seems email replies act as the reply monitor which is pretty straight forward. If I...
2 Answers
David Mitchell
Last activity on 3/31/2023 4:14:15 PM by David Mitchell
Workflow Approval Step Notification
Whenever technicians approve an "approval step" in a workflow, are customers are not receiving notifications of the approval step.
The approval step does not complete the workflow, it is just an approval step.
This knowledge base article ...
The approval step does not complete the workflow, it is just an approval step.
This knowledge base article ...
1 Answer
Naseem Benjelloun
Last activity on 3/31/2023 2:18:20 PM by Brittany Renn
When does TDX updates come out
I was just wondering when TDX rolls out the latest version updates?
1 Answer
Jason Heaton
Last activity on 3/30/2023 4:12:18 PM by Mark Sayers
Viewing staff members online in TDNext
Hello, I was wondering if you can tell me if TDNext has the ability/feature to show what other staff members are logged into the system (live). Our previous ticketing system called, Kayako has this feature and it looks like this (see image below)...
1 Answer
Casey Spencer
Last activity on 3/30/2023 9:14:38 AM by Brittany Renn
Can we adjust the visible columns of the Asset/CIs tab on Tickets?
Hi Folks,
Our org is just getting started with utilizing the Assets/CIs module within TDNEXT and we're wondering if it is possible to add columns to the Asset/CIs view on tickets. Currently the only ID that shows up is the TDX ID which has n...
Our org is just getting started with utilizing the Assets/CIs module within TDNEXT and we're wondering if it is possible to add columns to the Asset/CIs view on tickets. Currently the only ID that shows up is the TDX ID which has n...
1 Answer
Persephone McNair
Last activity on 3/29/2023 4:48:32 PM by Mark Sayers
TD Report Workflow Approval
I'm sure the answer is no based on what I see for filters but I'm going to ask anyway.
Is there anyway to include in a ticket report when a workflow approval step is reject?
Is there anyway to include in a ticket report when a workflow approval step is reject?
1 Answer
Kevin Beattie
Last activity on 3/29/2023 3:40:53 PM by Brittany Renn
Advice on how to track requests for an approvals of project extensions
Hello all! My school is interested in putting together a procedure around tracking requests for project extensions. We'd like to do this in order to understand why our project end dates slip and potentially even add in an 'approval' step at some ...
1 Answer
Erin Mills
Last activity on 4/3/2023 3:30:37 PM by Mark Sayers
% complete not tallying in Plans
The overall percentage complete is not rolling up in my project template under Plans. It is in the subheader, but not at the top of the page.
Has anyone else had this problem? Any suggestions to fix it?
Has anyone else had this problem? Any suggestions to fix it?
1 Answer
Tracey Napolitano
Last activity on 3/29/2023 1:35:54 PM by Mark Sayers