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General QuestionsVisibility of Workflow Step for Requester in Client Portal
Hi TeamDynamix,
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
Is it possible to control the visibility of current workflow steps for ticket requester?
Or, is the system designed such that they always see the name of workflow step, when viewing their ticket from the client portal app...
1 Answer
Stephen Wichuk
Last activity on 6/14/2024 10:38:48 AM by Mark Sayers
Need to update department info for API people lookup
Hi,
We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
We're using the API people look up to import data for everyone in our IT department but have a couple of users that are part of multiple departments in their TDx user profiles. We want to update their profiles to have "Information Technol...
1 Answer
Kim Rathbone
Last activity on 6/13/2024 2:29:36 PM by Mark Sayers
Limit permissions in an application
Is there a way to give a specific user access to ONLY a specific report that is in an application that they are not part of?
For instance:
User1 does not have access to inventory but i need to give them access to only a report withi...
For instance:
User1 does not have access to inventory but i need to give them access to only a report withi...
1 Answer
James Richard
Last activity on 6/13/2024 12:35:07 PM by Mark Sayers
adding Knowledge Base articles
Good afternoon, I was wondering if you could tell me how to allow our technicians to be able to add knowledge base articles directly from the ticket they are currently working on. I can do it with my Admin account but normal technician licenses d...
1 Answer
Ryan Turner
Last activity on 6/12/2024 3:55:27 PM by Mark Sayers
Assets/CIs Search Behavior
I had previously set up a form to filter only one type of configuration item. The custom form renamed the Asset/CI field to What System?
The configuration item is Application. The filter is set to allow Applications only.
Now, the search...
The configuration item is Application. The filter is set to allow Applications only.
Now, the search...
1 Answer
Steve Cade
Last activity on 6/12/2024 10:53:53 AM by Mark Sayers
Forced approvals
I am looking for a method to not allow force approve/reject to management staff on specific type of ticket, Change. We have our change management built into ITS Tickets for ease of use, but have run across an issue where managers are clicking on ...
1 Answer
David Robertson
Last activity on 6/17/2024 1:20:30 PM by Mark Sayers
Project Management KB?
Hello, it's been a while since I worked with the Project Management module, but I have some enterprise customers who would like to start using Projects. However, as I remember, there was some good Project Management KB articles; however, I can't...
1 Answer
Tevis Boulware
Last activity on 6/11/2024 3:08:19 PM by Mark Sayers
Asset Application External Viewer
Hello,
What is required to get the External Viewer to work in an Asset Application? In the sandbox I've setup an external viewer and tried creating an asset with an External ID as well as importing an asset with an External ID. Neither seem t...
What is required to get the External Viewer to work in an Asset Application? In the sandbox I've setup an external viewer and tried creating an asset with an External ID as well as importing an asset with an External ID. Neither seem t...
1 Answer
Todd Simpson
Last activity on 6/11/2024 1:00:29 PM by Mark Sayers
User API
I am sending a POST to the User API endpoint .../TDWebApi/api/people/{{uid}} with the body:
{
"FirstName": "{{firstName}}",
"LastName": "{{lastName}}",
"PrimaryEmail": "{{primaryEmail}}",
"Company": "Chico State",
"Is...
{
"FirstName": "{{firstName}}",
"LastName": "{{lastName}}",
"PrimaryEmail": "{{primaryEmail}}",
"Company": "Chico State",
"Is...
2 Answers
Scott Cory
Last activity on 6/11/2024 3:09:11 PM by Scott Cory
Shared Calendar
Hello there,
Is it possible to create a calendar for a team of users or departments that can be used to track things like software renewals?
Thank you.
Is it possible to create a calendar for a team of users or departments that can be used to track things like software renewals?
Thank you.
1 Answer
Elaha Noori
Last activity on 6/11/2024 11:00:19 AM by Brittany Renn
Adobe Sign / DocuSign
Hello!
Will the integration with Adobe Sign or DocuSign allow signing to occur from a ticket?
Will the integration with Adobe Sign or DocuSign allow signing to occur from a ticket?
1 Answer
Michael Rodriguez
Last activity on 6/10/2024 10:10:23 AM by Mark Sayers
Customized default project form
How does the default new Project form, the one at "Apps/Projects/TeamManagement/ProjectGeneral.aspx" get customized?
2 Answers
Bobby Jones
Last activity on 6/10/2024 9:16:57 AM by Bobby Jones
Establishing a connection to Tableau and Building Tableau SLA Reports
Hi,
My org is wanting to build out some SLA reports in Tableau using TDX data. I'm trying to identify different ways to get service, ticket, technician and group data to Tableau. An initial search of the TDX support documentation says that ther...
My org is wanting to build out some SLA reports in Tableau using TDX data. I'm trying to identify different ways to get service, ticket, technician and group data to Tableau. An initial search of the TDX support documentation says that ther...
1 Answer
Victoria Nunez
Last activity on 6/7/2024 4:48:59 PM by Mark Sayers
Project Duration
Hi
In Project >> General details, there are 3 fields - Start Date, End Date and Duration. I'm unable to figure out how Duration is being calculated. I used TimeAndDate.com to try and figure out out - accounting for weekends, holidays,...
In Project >> General details, there are 3 fields - Start Date, End Date and Duration. I'm unable to figure out how Duration is being calculated. I used TimeAndDate.com to try and figure out out - accounting for weekends, holidays,...
1 Answer
Kimberly Clapp
Last activity on 6/7/2024 2:59:44 PM by Brittany Renn
Weekly Release Notes?
Can you provide a link to the Weekly Release notes?
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 6/7/2024 1:25:10 PM by Mark Sayers
Updating child ticket's "Service" and "Responsible" fields from a parent ticket
Hello,
I am looking to see if there is a way to update the "Service" and "Responsible" fields on multiple child tickets from their parent tickets. For example: If I have a parent ticket with 50 child tickets, I would prefer to be able to upda...
I am looking to see if there is a way to update the "Service" and "Responsible" fields on multiple child tickets from their parent tickets. For example: If I have a parent ticket with 50 child tickets, I would prefer to be able to upda...
1 Answer
Robert Walker
Last activity on 6/7/2024 10:15:19 AM by Mark Sayers
Add User to Ticketing Application?
Other than using an IPaaS or other script (e.g., Python script), can users be added to a ticketing (or asset) application using an Excel upload, or other method?
I can't find anything in the Knowledge Base, and I have wanted to ask this quest...
I can't find anything in the Knowledge Base, and I have wanted to ask this quest...
1 Answer
Tevis Boulware
Last activity on 6/6/2024 4:39:41 PM by Brittany Renn
Which Database Table has the Workspace Names?
I can find multiple tables with Workspace ID, but no obvious tables that contain the Workspace Name and associated ID. Please advise.
1 Answer
Sarah Glatz
Last activity on 6/7/2024 7:55:51 AM by Sarah Glatz
Subscribe to TDx Status Notices
We are attempting to register our Service Desk Teams Channel to your Status subscription but are incurring an error as this domain is not registered @amer.teams.ms . Is there a way to get this added or ability for you to create this subscri...
1 Answer
Ericka Westphal
Last activity on 6/6/2024 12:57:33 PM by Mark Sayers
API endpoint for Service Offerings?
I found information on retrieving information on a specific service offering, but I don't see a way to retrieve what service offerings exist under a particular service. There's an endpoint for creating one and and endpoint for deleting one, but n...
1 Answer
Robert Rust
Last activity on 6/6/2024 12:31:15 PM by Mark Sayers
Last Run Date on Ticket and Ticket Task report not updating
We have a few ticket and ticket task reports that the "Last Run Date" is not updating. These have filtering based on "run date minus 1 year", and users are concerned that the data returned is not up to date. For example, reports run by multiple...
1 Answer
Holly Waid
Last activity on 6/6/2024 11:21:09 AM by Mark Sayers
Cannot Get WebHook to Fire
Hello, please see below. I follow the steps in the KB article Triggering IPaaS from TeamDynamix Webhooks. However, I am clearly missing a configuration step, and I cannot get the webhook to fire.
https://app.screencast.com/5ODIOsmzaZGnP ...
https://app.screencast.com/5ODIOsmzaZGnP ...
1 Answer
Tevis Boulware
Last activity on 6/5/2024 12:26:12 PM by David Tod
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...
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...
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 ...
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