Do we have access to analytics for site-level search?

Is there any way to get reports of what terms users have been searching for on the Client Portal Site-Level Search?
1 Answer
Jason Donnell Last activity on 10/21/2015 10:54:27 AM by Mark Sayers

Why aren't Task notifications included in the ticket feed?

We're trying to confirm when the task notification is going out to users or groups, but we are not seeing the notification listed in the ticket feed. We are using all options; tasks are manually added sometimes with a Predecessor, a task templat...
1 Answer
Kathy Holman Last activity on 10/20/2015 2:14:42 PM by Mark Sayers

Automatic Workflow attachment

Is it possible to attach a workflow to a ticket template? The goal here is to have either a Service Desk worker or external client (via Self Service) be able to select the ticket template for the service needed when creating a new incident, and ...
2 Answers
Robert Hastings Last activity on 10/20/2015 12:09:47 PM by Robert Hastings

Attachment Size Limit?

I am trying to attach a large PDF of a contract to an entry in the Contract portion of Assets without success. Is there a limit on the size of the attachment that can be added?
2 Answers
Donald Campbell Last activity on 10/21/2015 1:21:11 PM by Mark Sayers

What time does the TDWebApi Import service start and stop?

At what times in the morning will the system start processing these imports, and what time will they stop processing?
Also, what happens if the file is not fully processed before the end time?
1 Answer
Marcus Demas Last activity on 10/20/2015 10:28:50 AM by Marcus Demas

Notifications for Ticket Workflow Approval Steps

Is it possible to have notifications sent to requestors (Client license), when their request is Approved/Rejected during an approval step in a ticket workflow?
For example, we have ticket workflows for website changes that contain Approval St...
1 Answer
Adam Smith Last activity on 10/19/2015 5:22:11 PM by Mark Sayers

When did "Move" Comment become available?

I noticed today, one of my options on a Comment is to move it to another ticket. When did this become available? I don't recall it being there before.
3 Answers
Kathy Holman Last activity on 10/22/2015 10:26:09 AM by Mark Sayers

Can I use the "Quick Start to Read and Write Data Through Web API in .NET Visual C#" article for self-hosted instances?

Wanted to configure this to be used with our own environment - I see that it is calling a teamdynamix URL and wanted to know if there is a similar URL for the local install in our environment by default or should we leave it at that one?
1 Answer
Melissa Stockbridge Last activity on 10/19/2015 4:23:04 PM by Phil Curl

Why doesn't the response back on a comment include the orginal comment?

It was reported to me a technicians are sent out a comment to the requestor, asking for more information on a ticket that was submitted. When the requestor answers back the information they supplied in the question set sent to them is missing.
1 Answer
Kathy Holman Last activity on 10/16/2015 4:15:04 PM by Mark Sayers

Moving tables from Test to Live environment

I have a technical question about Services/Categories. We are inputting our Service Catalogue into our Test environment and would like to know if this data is stored in one table or multiple and if it is possible to move the table(s) on the back...
2 Answers
Lorraine Helson Last activity on 10/22/2015 2:34:32 PM by Lorraine Helson

Availability of Windows Plan Manager

The article regarding Silverlight support indicates that a Windows Plan Manager stand-alone application would be available in September. I can not find this in the downloads area. Has it been released? Is the HTML5 Plan Manager on track for Janua...
1 Answer
David Vollrath Last activity on 10/16/2015 11:29:07 AM by Mark Sayers

How do I export all of the field information on Locations?

I need to export all of the Location information so I can do a comparison to see if I am missing Locations. When I use the To Excel I only get the information showing on the screen. How do I export all of the field information?
1 Answer
Kathy Holman Last activity on 10/15/2015 11:41:01 AM by Mark Sayers

Deleting assets in mass

We want to import several hundred assets into our test environment of Team Dynamix but want to know if we can delete them en masse to retry the import multiple times. Is this possible and if so, how?
1 Answer
Lorraine Helson Last activity on 10/15/2015 10:54:42 AM by Jamey Stock

Stories - Agile mode projects

How do I utilize the stories function in an agile mode project. I do not see how to add stories.
1 Answer
Dawn Davis Last activity on 10/14/2015 4:27:56 PM by Mark Sayers

Ticket Platforms and Groups

We are getting ready to create separate ticket platforms for different areas of our organization that are looking to start testing TeamDynamix.
When I create a new ticket platform and create a ticket in this new area I see all of the ticket ...
1 Answer
Kathy Holman Last activity on 10/14/2015 2:52:58 PM by Mark Sayers

Notification Emails

I have a couple of questions about the notification emails that get sent out.
Is there a way to get rid of the 'To comment on this item, reply to this email.' code at the bottom of the emails? Is there a way to get the CreatedDate tag t...
1 Answer
Derik Holland Last activity on 10/14/2015 3:27:22 PM by Phil Curl

Date Range Reporting

Trying to figure out how to generate a report that shows the numbers of resolved/closed tickets of a type between a start and end date (range). And simply can't figure out how to do it. Can anyone help?
1 Answer
Will Turek Last activity on 10/14/2015 2:29:19 PM by Mark Sayers

Is there any way to report on how many times a ticket has been reassigned?

We are are trying to identify areas for service improvement, and there are some incidents that appear to be poorly understood and as a result get assigned and reassigned a number of times as people pass them around trying to figure out the approp...
1 Answer
Tony Dunn Last activity on 10/14/2015 1:51:52 PM by Mark Sayers

Can the People Import API be used to update the Reports to value of users

I want to update the reports to value of my users in TeamDynamix. Can I use the People Import (file load/import) to do this?
2 Answers
Marcus Demas Last activity on 10/14/2015 12:10:02 PM by Aaron Crane

If/Then Conditions in Notification Templates

Is there code syntax to allow me to include certain fields in the Ticket Created (Requestor) notification template based upon ticket type? For example, for most of our notifications, we do not include Due Date and do not want to. However, we ha...
1 Answer
Charles Plemons Last activity on 10/14/2015 10:31:04 AM by Phil Curl

Do the Managers of projects and workspaces get notified when comments are added onto the feed, even if I do not select them in the notification box?

What I experienced is I added a comment onto a project, as well as a workspace, and the managers of those entities received a notification, despite the fact that I chose not to select their name in the notifications multi select list.
3 Answers
Marcus Demas Last activity on 10/4/2016 4:15:40 PM by Marcus Demas

Custom Internal Form

There appear to be only 4 internal forms to edit in Tickets, Incident, Problem, Change and Release. I'd like a different form altogether called Information Form. Is this possible to create? I can't seem to find where I can add our own. Also, ...
3 Answers
Lorraine Helson Last activity on 10/13/2015 3:48:40 PM by Mark Sayers

Unable to save tickets

We have been getting a message saying "unknown error saving ticket" when attempting to request a service. What could cause this?
1 Answer
Jami Beintema Last activity on 10/13/2015 12:16:05 PM by Mark Sayers

Importing a Service Catalog from Excel

Is it possible to import a service catalog from an excel file. If so how is this done? I am new to TeamDynamix so I would need somewhat specific instructions.
1 Answer
Jim MacKenzie Last activity on 10/13/2015 11:01:40 AM by Jamey Stock

Portfolio Managers Rights

We use portfolios to manage all projects for a specific department. For example, we have a portfolio for HR and another for Payroll. I am the manager for these portfolios in Team Dynamix. As such, I basically need to have permissions to change...
3 Answers
Matt Alshab Last activity on 6/27/2016 4:33:34 PM by Mark Sayers

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