Questions

Is there a way to use embedded api code for our Twitter feed?

Is there a way to use embedded api code for our Twitter feed? We are using the RSS module using google scripts, but our link has broken 3 times in the last 4 weeks because of code changes happening. My communications technician, who provides me ...
2 Answers
Kathy Holman Last activity on 4/7/2016 2:31:55 PM by Kathy Holman

Are you scheduled for next Refresh April 3rd?

Are you on schedule for the next Sandbox Refresh for Sunday, April 3rd?
1 Answer
Kathy Holman Last activity on 3/23/2016 9:25:21 AM by Mark Sayers

Did Time Report notify check box on Save get unchecked after upgrade?

I'm being asked why when Saving submitted Time Reports, the Notify check box is now Unchecked by default after the upgrade. I don't recall if it was checked by default or not. Was this changed? If so, why and how can I set it back to default f...
1 Answer
Kathy Holman Last activity on 3/22/2016 1:29:38 PM by Mark Sayers

Program Plan

Is there a way to have project plans roll up at a higher level in TD so that from a program management standpoint I can see milestones and schedules in one view?
2 Answers
Kimberly Lawrence Last activity on 3/23/2016 2:56:49 PM by Anette Petersen

Bomgar Chat log

I see in the question, " Opening .xml file" Matt talked about getting the Bomgar chat log entrered into the comments.
Has there been any progress on that?
We are also looking for images, videos, and notes that are part of the ...
1 Answer
Kevin Cook Last activity on 3/21/2016 1:22:21 PM by Mark Sayers

Getting error on a desktop - Conversion from type 'DBNull' to type 'Double' is not valid.

Hi
We have a ticket report on a desktop that has been running fine for many months. Now when you click on a page number it gives Error loading report: 1835104: Conversion from type 'DBNull' to type 'Double' is not valid.
The report runs f...
2 Answers
Chuck Renninger Last activity on 3/29/2016 9:29:26 AM by Mark Sayers

Expiring Contract Notifications

Hello! I would like to be able to have automatic emails sent to the contract owner (a custom field) two months before a contract expires. How can I go about this? Thank you. Elizabeth
1 Answer
Elizabeth Thomas Last activity on 3/21/2016 1:30:03 PM by Mark Sayers

On Hold expiration date

We have several projects on hold for specific reasons and have added the "on hold until" date. We have specific timing and would like to keep track of the projected date these should become active again. But there is no option to re...
1 Answer
Linda Lack Last activity on 3/21/2016 12:02:35 PM by Mark Sayers

Is there a way to work up a profile/take notes on a client?

I checked in the People App and I see an about me section. I am wondering if there is a way to take notes about a client, in essence work up a profile. Can this profile only be viewable by ticketing agents and not shown to client?
Can the n...
5 Answers
Richard Musal Last activity on 3/17/2016 6:16:53 PM by Richard Musal

Act Hours v.s. Time Types

I'm new to TeamDynamix and am trying to understand how time spent on a project is measured. I have a report that my department runs that measures how much time we spent working for other departments and another measuring how much time we spent (w...
4 Answers
Adam Buys Last activity on 3/29/2016 4:04:51 PM by Mark Sayers

Any way to include approver names in a ticket report?

I've been asked if all approvers (i.e., the ones listed on the Approval History screen of an individual ticket) can be included as columns in a ticket report. This concerns a ticket workflow with 3 approvals. I don't see a way to do report like...
1 Answer
David Durling Last activity on 3/16/2016 2:55:37 PM by Mark Sayers

Windows Plan Manager Errors

Good Day,
When attempting to use the Windows Plan Manager, I receive errors upon plan creation/access. Specifically, I receive the following error:
An unexpected error has occurred. We're sorry for the inconvenience.
This error has ...
1 Answer
Josh Thompson Last activity on 3/16/2016 7:14:49 PM by Robert Osur

Unable to edit Project Requests in Portfolio Planning

Why am I unable to edit a project request in the Portfolio Planning application?
1 Answer
Jamey Stock Last activity on 3/15/2016 12:36:16 PM by Jamey Stock

Survey Ticket Profile

Could you all clarify what this statement means.
"Because no created date filtering is specified, this will include all tickets in the system regardless of when they were created."
Does this mean we should put in the current dat...
1 Answer
Chuck Renninger Last activity on 3/16/2016 10:54:42 AM by Mark Sayers

Client license type and ability to receive email notices

Even though I can add users with a Client license type to groups, it seems the users do not receive email notifications sent to the group like other users with Technician licenses do. Is there any way to make that happen? My intent was to allow...
3 Answers
David Durling Last activity on 3/18/2016 4:55:02 PM by David Durling

Request Matrix Report

The Request Matrix Report becomes very confusing when selecting RISK as the X-axis.
Per the definition: A lower risk score means the project is more risky. Risk scores will fall between 0 and 1.
When looking at a Request Matrix with RI...
1 Answer
Gabi Vandermark Last activity on 3/14/2016 10:10:34 AM by George Cookman

Risk Score Clarification

I need clarification on the definition of Risk Score - there are conflicting definitions:
Within a specific Project Request, in the Risk section, the Risk Score is explained as follows:
Risk choice values:
Not Applicable = 1 ...
1 Answer
Gabi Vandermark Last activity on 3/11/2016 1:23:32 PM by Matt Sayers

Ticket Footer information

I noticed the following statement on the bottom of your ticket notifications: Please note that replies to notifications which are 60+ days old are considered invalid.
Is this just a standard practice for tickets submitted to you? This doe...
1 Answer
Kathy Holman Last activity on 3/11/2016 9:32:58 AM by Matt Sayers

Ticket Workflow sending email to Requestor

One of our technicians asked me why the Requestor was receiving an email when a Ticket Workflow is completed, reaching 'Approved'. I tracked this back to when we made a change in the ticket workflow.
When the Workflow Completes reaching 'App...
1 Answer
Kathy Holman Last activity on 3/11/2016 10:36:09 AM by Mark Sayers

How to notify Resp Group when a ticket is approved

I might be missing something simple here: We have a few automation rules that assign tickets of a particular ticket type to appropriate groups, which works fine. This same ticket type also goes into a workflow with an approval step - but when t...
1 Answer
David Durling Last activity on 3/14/2016 2:20:39 PM by Mark Sayers

Enabling clients to ask questions

How do I enable all people in TDX with "Client" license assigned to give them ability to create/post questions on the Client Portal, without having to edit each person entry in Admin and check the box next to "Questions" app o...
5 Answers
Bodek Frak Last activity on 3/14/2016 5:32:07 PM by Matt Sayers

Negative hours and cannot check the Notification box

What are "Unscheduled hours" here (-203.20)? The capacity of this person by month when they are added to the project appears to be a positive number.
1 Answer
Andy Novak Last activity on 3/10/2016 10:24:56 AM by Jamey Stock

"Copy from" in create new request form not working in Ticketing Application

"Copy from" shows blank in the Ticketing Application when I try to create a new request form.
Please advise
1 Answer
Peter Baxter Last activity on 3/10/2016 9:53:29 AM by Jamey Stock

Ticket Showing in Report even though shouldn't

This is the filter setting:
Applied Filters Resp Group is one of [Networking] Prim Resp is one of [Alanna Hupe, Jayd Thomas, Luis Salazar, Network Stars] Status is one of [New, Open, In Process, On Hold, On Hold Waiting...
1 Answer
Richard Musal Last activity on 3/9/2016 3:18:27 PM by Phil Curl

Is it possible for the ticket workflow step to change the value in the Status attribute of a ticket?

We have a Change Request form with Change Request workflow assigned to it. When the ticket gets created, its "Status" attribute value is set to "New". One of the workflow steps is to approve the proposed change. It is possible...
5 Answers
Bodek Frak Last activity on 5/4/2016 3:15:54 PM by Mark Sayers

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