Categorize files when adding from Briefcase to File Cabinet

I am closing out a project - and would like to move my Briefcase Files to the File Cabinet
When I click on a file to add to the File Cabinet - the following directions are presented:
Categorize this file by selecting the appropri...
1 Answer
Cindy Duggan Last activity on 12/3/2014 4:35:10 PM by Drake Sigler

Service Request to Ticket

Can an item that is marked as a service request be converted to a regular ticket (incident, problem, change, release)?
1 Answer
Amy (Dube) Hodgdon Last activity on 12/3/2014 10:05:09 AM by Drake Sigler

Can I create a new Status type called "Pending Review" for Issues.

I need to add a status called "Pending Review". This would be in the same class as In Progress, but we need a more detailed description.
1 Answer
Vernon Ferrell Last activity on 12/3/2014 9:12:27 AM by Drake Sigler

Admin Permissions Question

As an administrator, do I have the capability to delete tasks assigned to other members?
1 Answer
Alex Nyce Last activity on 12/1/2014 10:13:04 AM by Phil Curl

Importing Users using the import spreadsheet

I'm working on setting up the HR instance of TeamDynamix. I'm going to import all of our users, and have all of the information needed for the Users tab in the import settings spreadsheet. I have a default desktop that I'd like to assign to all...
1 Answer
Darrell Duvall Last activity on 11/26/2014 3:17:15 PM by Drake Sigler

Where to set 'responsible' in a ticket - SOAP API

Any suggestions? Can this be done through the SOAP API?

1 Answer
Suzanne Vogt Last activity on 12/15/2014 9:52:15 AM by Drake Sigler

ticket creation with custom attributes, soap api

I have been trying to create a ticket with the SOAP API, with some custom attributes defined for that ticket. The ticket is created fine, no error message. I can see the ticket from within TeamDynamix after I have created it. However, I don't ...
2 Answers
Suzanne Vogt Last activity on 12/15/2014 10:06:38 AM by Suzanne Vogt

Issue Category

When you were here you should us how to add Risk as a sub category in Issues, well I do not recall how to do that and the help has been no help in setting that up. Can you provide guidance on how to do that?
1 Answer
Letha King Last activity on 11/24/2014 6:38:05 PM by Drake Sigler

New Fields for the User Profile

Is it possible to include two additional fields on the user profile?
1 Answer
Carmen Villen Puerto Last activity on 11/24/2014 4:36:43 PM by Phil Curl

How do I create a new TDCommunity user?

How do we add a new TDCommunity user?
1 Answer
Karl Stone Last activity on 11/24/2014 4:31:11 PM by Phil Curl

Time Zone on the User Profile

I would like to ask you what is the impact on the system if on the user profile a specific time zone is setup.
1 Answer
Carmen Villen Puerto Last activity on 11/24/2014 9:15:07 AM by Phil Curl

Recycle bin as project section

What items can be send out to the recycle bin?
1 Answer
Carmen Villen Puerto Last activity on 11/24/2014 9:07:54 AM by Phil Curl

Is there a way to remove short description from the top of a request form in services app?

ON all of my services short descriptions I have wording such as this "Please click "Computer Lab Software Request" above to learn more about this service." I thought it was good so it would direct people to learn more by clic...
4 Answers
Richard Musal Last activity on 11/24/2014 1:56:14 PM by Richard Musal

Workspaces - not available in certain reports

We are looking into using Workspaces to replace our operational projects but it appears they are not available for reporting on in all report data sources or in the Finance module (Time Status Report, Time Detail Report, etc.). We do quite a bit...
1 Answer
Nancy Fisher Last activity on 11/21/2014 2:04:59 PM by Drake Sigler

Notification Not Being Sent

It appears as though notification are NOT being sent when replying to comments from TD emails. The original person Wayne wasn't notified when Krystal replied to his comment from Outlook. The comment was processed through our TDReplies email acco...
1 Answer
Vernon Ferrell Last activity on 11/18/2014 3:03:05 PM by Drake Sigler

Public Desktop Changes

We noticed this morning that our public desktops now appear within the Client portal. We were doing some testing with the Knowledge Base and Service Catalog and had things that were not ready for public use. We caught it early enough (we think) t...
3 Answers
Karenna Wait Last activity on 11/17/2014 2:09:25 PM by Drake Sigler

What are the different methods for populating TeamDynamix's Knowledge Base?

I am interested in learning the different methods available to populate knowledge base articles in TeamDynamix.
2 Answers
Jason Ehmann Last activity on 9/17/2014 2:54:47 PM by Jason Ehmann

Custom Attributes???

I need some help getting started. I am being asked to create tickets with custom attributes. We are using the SOAP interface to teamdynamix for this. I see in the data structure I use to create a ticket, there is an area for an array of custom...
1 Answer
Suzanne Vogt Last activity on 11/17/2014 10:47:21 AM by Drake Sigler

If the Stakeholder section is activated, it seems to only be available for new requests or projects - is that true?

For existing project requests, will the Stakeholder section be active when the request is converted to a project?
1 Answer
Nancy Fisher Last activity on 11/14/2014 3:40:30 PM by Drake Sigler

Is there a way to disable the questions app?

3 Answers
Richard Musal Last activity on 2/3/2022 5:07:41 PM by Tristina Grywalski

Software only in Assets field?

I have created a software request form in TD. Utilizing the Assets/CI field and inputting software items into assets I am able to type the software and have it populate. Unfortunately it also populates other assets as well as what seems to be se...
2 Answers
Richard Musal Last activity on 11/7/2014 6:01:46 PM by Richard Musal

Is there a way to turn off autofill in a form field?

I have a client facing form. I want to see if there is a way to have the Assets/CI field so that it will not allow you to type into it, but instead forces you to click the search button and search in the pop up window. Is this possible?
5 Answers
Richard Musal Last activity on 11/7/2014 6:15:23 PM by Richard Musal

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