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General QuestionsDeleting unused ticket status?
Is it possible to delete ticket statuses? I have a couple inactive ticket statuses that I'd like to remove from the report builder and ticket filter.
1 Answer
Jackson Potter
Last activity on 6/30/2015 10:56:53 AM by Jamey Stock
How do I report on a sub-plan?
I would like to run a Project Task Assignment report for a sub-plan within a project. The filtering capability does not let me get to that level. Please help with how to limit a report to a sub-plan? Thank you.
3 Answers
Sharon Grant
Last activity on 7/16/2015 3:27:56 PM by Aaron Crane
Can a User with a Client License Type be Responsible for a task in TD?
Can I add a User with a client license to a task on a project plan or to a task on a ticket?
2 Answers
Marcus Demas
Last activity on 6/23/2015 2:23:23 PM by Jason Ehmann
How do I remove a TD Community Member who no longer works with us?
Hi there,
We have had an employee leave our university this year, and we've noticed they had a TD Community account. The account is connected to our university as well. We have a general policy to shut down accounts that are not active, tha...
We have had an employee leave our university this year, and we've noticed they had a TD Community account. The account is connected to our university as well. We have a general policy to shut down accounts that are not active, tha...
1 Answer
Heather Fraser
Last activity on 6/24/2015 1:00:29 PM by Kris Kennedy
Email response on a Closed Ticket
Our 'Reopening Ticketing Option' setting is 'Never reopen or create new ticket'. I emailed a response to a Closed ticket and the response appended to the ticket but I was not notified the response attached.
Is this the correct system action...
Is this the correct system action...
2 Answers
Kathy Holman
Last activity on 6/24/2015 9:55:37 AM by Kris Kennedy
Survey reminders
For surveys, is it possible to send a reminder message only to those recipients who have not yet responded to the lessons learned survey? Also, is there a way to "close" the survey on a specific date?
1 Answer
Beatrice Nelson
Last activity on 6/24/2015 1:52:59 PM by Kris Kennedy
Variables in Templates
I'm trying to make templates/schedules in TD.
Can TD understand or use variables?
I'm trying to schedule a ticket and I would like the Month and Date to be stamped in the ticket's Subject and Body.
Is this possible? If so, what are t...
Can TD understand or use variables?
I'm trying to schedule a ticket and I would like the Month and Date to be stamped in the ticket's Subject and Body.
Is this possible? If so, what are t...
1 Answer
Carlos Lugo
Last activity on 6/24/2015 9:14:11 AM by Drake Sigler
How do I edit a saved search?
How do I edit a search I created and saved in the Tickets module? When I click 'Edit My Searches' I see my list of my saved searched but only have a 'Delete' option. I cannot edit one I previously created searches. I created a Global Search an...
1 Answer
Kathy Holman
Last activity on 6/22/2015 2:57:01 PM by Kris Kennedy
Estimates
Is there any functionality that supports a method of providing an estimate to a Requestor on a ticket that resources with rates and budgeted hours have been applied? Something like the Invoice app with the ability to turn the estimate into an In...
2 Answers
Melissa Stockbridge
Last activity on 7/6/2015 11:29:28 AM by Melissa Stockbridge
Clone to Sandbox user logins
Our production site uses CAS as a login (username are set to @wvu.edu), but my SDTest sandbox environment uses the TeamDynamix authentication.
Oonce the cloning process is done will my sandbox environment be switched to using CAS?
Or, do...
Oonce the cloning process is done will my sandbox environment be switched to using CAS?
Or, do...
1 Answer
Kathy Holman
Last activity on 6/22/2015 11:16:11 AM by Kris Kennedy
Mass-editing of Knowledge Base articles
Is there an obvious, easy way to mass-change various attributes (Public, Published, tags, status etc) on multiple KB articles?
Also as an aside -- is there a robust documentation of the KB anywhere? I poked around the site and could only fin...
Also as an aside -- is there a robust documentation of the KB anywhere? I poked around the site and could only fin...
2 Answers
Eric Smith
Last activity on 6/17/2015 3:33:37 PM by Eric Smith
How do I create an Analysis report on users with a Request Priority
I need to create an Analysis report to view tickets opened where the Requestor (aka user, client, or customer) has a Request Priority populated on their profile.
2 Answers
Kathy Holman
Last activity on 5/31/2016 3:31:57 PM by Pete Ferris
How do I see Internal Questions I have asked?
I submitted a question that I thought should be categorized as "Internal", but can't see it in my list of questions and have not received a response.
1 Answer
Kathy Holman
Last activity on 6/22/2015 11:09:47 AM by Kris Kennedy
Display of Accrued Project Time
I am working to reconcile and close out a project and have a question about how accrued time is being displayed. Attachment Capture1.png is a T&E report on my project that shows 5808.53 hours with an amount of $275,943.75. Attachment Captur...
1 Answer
Ken McCrery
Last activity on 6/19/2015 2:17:53 PM by Aaron Crane
How can we integrate our Twitter Feed with the Client Portal?
1 Answer
Jason Ehmann
Last activity on 6/12/2015 11:57:35 AM by Jason Ehmann
Change the Browser Tab name
Hi,
Is there a way to change the browser tab name so it doesn't show up as TeamDynamix Version 9.0? We've branded our instance as Dal PM and would like for it to appear as Dal PM on the tab or browser window.
Thanks,
Anette
Is there a way to change the browser tab name so it doesn't show up as TeamDynamix Version 9.0? We've branded our instance as Dal PM and would like for it to appear as Dal PM on the tab or browser window.
Thanks,
Anette
1 Answer
Anette Petersen
Last activity on 6/11/2015 10:34:19 PM by Marcus Demas
Ticket templates and Workflows
Is it possible, or will it be possible in future releases, to automatically start a workflow from a ticket template without tying the associated services' Request Type to a ticket request?
I am referencing the Tickets - Ticket Workflows - A...
I am referencing the Tickets - Ticket Workflows - A...
1 Answer
Jeremy Luring
Last activity on 6/11/2015 10:52:33 AM by Drake Sigler
Finding Surveys
Once I have created a survey, how do I go back and view or edit it properly? For the time being, I made a work-around with a survey response report that provides a link to the survey. Is there, and I sure imagine there is, a more proper way to ac...
1 Answer
Robbie Talbot
Last activity on 6/11/2015 10:29:30 AM by Drake Sigler
Guest Access in Team Dynamix
Does there exist a best practice or methodology for how an external user or guest not affiliated with the organization would submit a ticket in Team Dynamix?
thanks
thanks
3 Answers
Jeremy Luring
Last activity on 6/18/2015 5:05:26 PM by Jeremy Luring
Recent Sandbox Announcement
With the recent announcement of sandboxes being made available for everyone, I'm guessing that Miami's current sandbox environment (which I'm told is atypical) will soon be folded into this new schema. I have some pre-production workflows and req...
3 Answers
Pete Ferris
Last activity on 7/7/2015 11:50:32 AM by Beatrice Nelson
Beta environment
With the great news about the new sandbox environment, I'm curious about what will happen with our beta environment. I have some pending changes "in flight" and want to prepare appropriately for the July 5 refresh.
Thanks,
Thanks,
1 Answer
Dalin Bruns
Last activity on 6/3/2015 4:33:07 PM by Aaron Crane
How are items populated in the Calendar Application?
In the Calendar Application within TDNext, there are a variety of items being pulled into my Calendar, how are these items being pulled in, and how do I save which items are listed in my Filter gear?
1 Answer
Marcus Demas
Last activity on 6/2/2015 1:03:02 PM by Marcus Demas
IP Address Change on 06-JUN-2015
Pertaining to the pending IP address change... it was suggested that we add your IP to our email system white list. Aside from the IP address, what domain name should be white listed?
1 Answer
Jim Watson
Last activity on 6/2/2015 2:36:36 PM by Kris Kennedy
IP address changes
From you IP Address Change..
https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=5552
In our spam firewall we have listed 2 address.
76.10.202.242 and 76.10.202.243
Are you consolidation to 1 IP address, no second...
https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=5552
In our spam firewall we have listed 2 address.
76.10.202.242 and 76.10.202.243
Are you consolidation to 1 IP address, no second...
1 Answer
Carlos Lugo
Last activity on 6/2/2015 2:48:42 PM by Kris Kennedy
Shifting multiple tasks in a project's Plan
We have a use case where we have to frequently shift the start date on a large number of tasks in our project's Plan, to accommodate changes in the project's start date. Basically we're looking for the best way to "shift the Plan" but...
1 Answer
Peter McCaskell
Last activity on 6/11/2015 9:54:19 AM by Drake Sigler