Questions
Categories View All Categories
General QuestionsProject Attributes During Request Phase
Hello,
We have created Project Attributes to collect data for a detailed project status. Is there a way I could remove these attributes from Project Request phase?
We have created Project Attributes to collect data for a detailed project status. Is there a way I could remove these attributes from Project Request phase?
1 Answer
Annie Wilson
Last activity on 6/26/2024 4:13:27 PM by Annie Wilson
Does TDX Mobile App copy data to US servers?
We're a Canadian SaaS client and want to explore the new technician mobile app. Can you direct me to any information on app data-residency -- for example, will data be replicated to a US server when viewing items in the mobile app?
1 Answer
Stephen Wichuk
Last activity on 6/26/2024 3:38:16 PM by Mark Sayers
HTML Not Being Formatted in IPaaS Template
Hello, see below. I am trying to extract the HTML-formatted feed entry from a ticket and send it through HTML formatted email. However, when I extract the feed entry and insert it into a Template property, the HTML is not rendered in the email o...
1 Answer
Tevis Boulware
Last activity on 6/26/2024 2:40:52 PM by David Tod
Project form in Project application
Hi,
I've been trying to figure out how to configure the form that can be used to create a project directly in the Projects application (going to +New). I've been playing around with the attributes and project types but can't seem to make sens...
I've been trying to figure out how to configure the form that can be used to create a project directly in the Projects application (going to +New). I've been playing around with the attributes and project types but can't seem to make sens...
1 Answer
Alyx Lyons
Last activity on 6/26/2024 3:13:16 PM by Mark Sayers
Does "My assigned tickets" show tickets with an "On Hold" status?
Just want to confirm if it does or doesn't, and if it doesn't, I'm curious about the reason.
Thanks,
Lorne
Thanks,
Lorne
1 Answer
Lorne Pearl
Last activity on 6/25/2024 11:13:06 AM by Mark Sayers
Testing who has permissions to view a ticket
Is there a way, through webapi calls or iPaaS, that I can test if a particular user has the permissions to view a specific ticket. For example, given the ticket ID 1234 and the user User1, I want to test if the user will see the ticket or the "pe...
1 Answer
Gareth Kmet
Last activity on 6/25/2024 9:56:27 AM by Mark Sayers
Registering the TDX Mobile App
Good afternoon. I was able to find the TDX Mobile app in the Apple store, but when I follow the directions https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=159008
I do not see the "TeamDynamix Mobile".
Is the do...
I do not see the "TeamDynamix Mobile".
Is the do...
1 Answer
Tevis Boulware
Last activity on 6/25/2024 9:18:30 AM by Mark Sayers
Blank Security Role ID
Hello, for the People update API endpoint, the security role ID is optional. If an update leaves this field blank on an existing person, will the existing Security Role ID be preserved, or will it be overwritten with a null value?
As a side...
As a side...
1 Answer
Tevis Boulware
Last activity on 6/24/2024 12:21:37 PM by Mark Sayers
iPaas: Maintenance notes
Is there a similar KB category/article for iPaas? https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/?CategoryID=7384
Just looking for a log of all the maintenance releases for iPaas and what they covered.
Just looking for a log of all the maintenance releases for iPaas and what they covered.
1 Answer
Gareth Kmet
Last activity on 6/24/2024 10:07:31 AM by Mark Sayers
Dynamic row number in array within table
Hi,
What would be the syntax to replace [1] with a dynamic row number within the table? I tried every combination of "i" but can't get it to work. I keep getting null value returned. If I use a hard coded row number, e.g. Response[1]['city'],...
What would be the syntax to replace [1] with a dynamic row number within the table? I tried every combination of "i" but can't get it to work. I keep getting null value returned. If I use a hard coded row number, e.g. Response[1]['city'],...
1 Answer
Jason West
Last activity on 6/26/2024 5:36:42 PM by Michael Ligouri
iPaaS: Environment Connector Configuration
Nothing happens when I play around with connector definitions and try to override using Environments. Checkboxes don't seem to do anything. What am I missing?
e.g. I want a development environment to use a different domain variable. Is that p...
e.g. I want a development environment to use a different domain variable. Is that p...
1 Answer
David Tod
Last activity on 8/6/2024 12:31:47 PM by Mark Medaugh
Combined Task and Workflow Step Report
I've noticed that some technicians are missing workflow steps and or tasks. Can I create a single report that contains incomplete workflow steps and tasks regardless of ticket status? Or do you have another approach?
1 Answer
John Anderson
Last activity on 6/20/2024 4:36:19 PM by Mark Sayers
When creating a ticket in TDX auto population of data into certain fields.
When creating a ticket in TDX auto population of data into certain fields. When creating the ticket I and add the requester their department is auto populated, but not the building or room. Would this be possible to setup? If so how would I do...
1 Answer
Matthew Thompson
Last activity on 6/20/2024 4:32:53 PM by Mark Sayers
KB Templates
Hello,
I am building out a KB for my department and I am wondering how I use the templates listed here: Article - Article and Service Templates (teamdynamix.com)
For example, I am trying to add in collapsible panels, but I am not sure h...
I am building out a KB for my department and I am wondering how I use the templates listed here: Article - Article and Service Templates (teamdynamix.com)
For example, I am trying to add in collapsible panels, but I am not sure h...
1 Answer
Miranda Bielecki
Last activity on 6/20/2024 3:52:23 PM by David Tod
Link to TeamDynamix Mobile - Launch Webinar
Is there a link that we can share with others in the organization to attend the TeamDynamix Mobile - Launch Webinar?
1 Answer
Danee Gunka Schwartz
Last activity on 6/20/2024 1:55:42 PM by Mark Sayers
IPaaS Connectors and XML
I have a use case where I need to port over an existing Drupal/PHP script into IPaaS/TeamDynamix. The system is "KickServ", which only works with XML.
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
Is it possible to create a KickServ connector that accepts and returns XML formatted data...
1 Answer
Tevis Boulware
Last activity on 6/26/2024 3:49:53 PM by Mark Sayers
Group Ticket Creation Report by Day/Month
Looking through the Display Formats for the "Created" field in ticketing reports, there is no format for Day/Month which I would think would be one of the more common display formats? Is this something we're able to create as an attribute somewhe...
1 Answer
Justin Melton
Last activity on 6/18/2024 3:21:27 PM by Brittany Renn
How to sort ticket reports by Create date?
Is there a way to sort ticket reports so that they show the oldest tickets first?
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
I thought I recalled from training that leaving the Sort By field blank would sort by create date. But leaving it blank and then choosing Ascending or Descendin...
1 Answer
Kay Brewer
Last activity on 6/18/2024 1:30:42 PM by Greg Van De Mark
SLAs and Priority MAtrix
Hi TDX!
We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
We defined SLAs and are going to apply them to Services via automation rules as phase 1. However, we want to begin working on the priority matrix. What would be the best practice regarding the priority matrix and SLAs. I know we can t...
1 Answer
Michael Rodriguez
Last activity on 6/18/2024 2:23:44 PM by Brittany Renn
Linking Tickets to a Project
Hi,
We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
Thanks,
We would like to link Service Requests tickets to a Project, when the Service Request for another team is part of a Project, but we would like to keep the ticket as a Service Request.
Thanks,
1 Answer
Valentina Gutierrez
Last activity on 6/18/2024 11:12:42 AM by Brittany Renn
Chat bubble bouncing
Is there a way to prevent the chat bubble in the lower right-hand corner from bouncing every time a page on this site loads? As I am browsing through the site, I don't really need a reminder that the chat is there every time I click on a link.
1 Answer
Beau Stribling
Last activity on 6/17/2024 4:36:26 PM by Mark Sayers
Different Result Forms for Similar iPaaS Expressions
I was testing a flow in iPaaS recently and found that if I set a property value by selecting a row in a data model array using the Find In expression, the result was an integer, however, if I set the same property using the Get In expression with...
2 Answers
Corrine Knox
Last activity on 8/5/2024 10:03:51 AM by Mark Sayers
iPaaS Notify by SMTP not sending attachments
We have a notification provider set up to send notifications by SMTP. It allows us to send emails appropriately form iPaaS, but it is not allowing us to send attachments via these emails.
We are using the SMTP connector.
Within the ...
We are using the SMTP connector.
Within the ...
1 Answer
Naseem Benjelloun
Last activity on 7/26/2024 12:57:15 PM by Michael Ligouri
Can we setup automatic notifications when cards move?
Can we setup automatic notifications when cards move from one column to the next w/in a card wall?
1 Answer
Rebecca Murphy
Last activity on 6/17/2024 10:59:58 AM by Mark Sayers
Is there any way to have the "Last Updated" attribute for projects respond to changes to custom attributes on the update form
Is there any way to have the "Last Updated" attribute respond to changes to custom attributes on the update form?
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
We've noticed that if our project managers update a project and only modify custom attributes in the update form, the "Last Upda...
1 Answer
Bates Nunamaker
Last activity on 6/14/2024 1:37:17 PM by Mark Sayers