Updating child ticket's "Service" and "Responsible" fields from a parent ticket

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...
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 . 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. ...
1 Answer
Tevis Boulware Last activity on 6/5/2024 12:26:12 PM by David Tod

iPaaS v3.1: Time Zone Conversion

I'm excited about the new time zone capabilities in v3.1 of iPaaS.
However, it appears as though the new capabilities still does not account for daylight savings. So we still need to do math/calculations.
e.g. EST vs EDT
EST = UTC-...
1 Answer
Kelson ONeil Last activity on 6/5/2024 4:05:01 PM by Mark Sayers

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...
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... (
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

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

iPaaS workflow connector setup/settings

I am very new to iPaaS given the question I am about to ask.

I am trying to create a flow that pulls data from a form. I have created the form. I added the connector 'TDX Common: Lookup TDX Users'. This connector shows my fields created on ...
3 Answers
Justin Goode Last activity on 6/5/2024 8:24:26 AM by David Tod

TDX Logo?

Hello, if I wanted to add the new TDX Icon to a service offering page, how would I access the image link? I have seen some examples of URLs that reference such a link, but I am having a hard time getting it to work properly.

Thanks, Tevis
2 Answers
Tevis Boulware Last activity on 6/5/2024 12:33:05 PM by David Tod

Trigger/Calling iPaaS flows from other iPaaS applications

Hi, presently I can call an iPaaS flow inside another flow within the same application using the Call method but is there a way to call or trigger a flow that rests in another iPaaS application?
1 Answer
Eric Poitras Last activity on 6/4/2024 9:38:50 AM by Mark Sayers

Mobile App

Hi there,
The Teamdynamix Mobile app is now showing in the Apple App Store and Google Play store. Some of my tech's have downloaded it and are asking for our Instance ID. Where can I find it?
1 Answer
Teresa Amos Last activity on 6/3/2024 11:46:03 AM by Mark Sayers

Limit on number of tasks in a waterfall plan

WIthin the PPM tool and using a waterfall plan, is there a limit on how many tasks can be associated with an individual plan? If so, what is the limit?
1 Answer
Leslie Czeck Last activity on 5/31/2024 11:30:27 AM by Mark Sayers

Emails from

Several of our technicians have complained about the number of emails they are receiving from TDX. They report they consistently get 2 emails about the same ticket and one of them forwarded me the 2 emails below as samples.
The fi...
1 Answer
James Moyle Last activity on 5/30/2024 4:43:35 PM by Brittany Renn

Email Error: Unable to load email message. Platform Email Id '1582', Email Id: 'Unknown'.

We get this email about a hundred times every minute. They're non stop. Not sure what we need to do to fix the issue. If someone could assist, it would be appreciated. Thank you!
the body text includes...

"The attached message was sen...
1 Answer
Sean St. Pierre Last activity on 5/30/2024 1:56:59 PM by Mark Sayers

Notification template possibly

Hi all,
User mentioned they could not click on ticket number from a custom notification template. I verified this worked in the past. I created a test ticket and tested it myself with a standard account I created, and I can not access the tic...
1 Answer
Michael Rodriguez Last activity on 5/30/2024 1:40:59 PM by Mark Sayers

Time Report Rejected Notification Template Update

Is there a location where the Time Report Rejected notification template can be updated? There is a section for Time Report Notification Templates, but it only includes the Time Report Due and Time Report Overdue templates.
1 Answer
Corrine Knox Last activity on 5/29/2024 2:30:10 PM by Mark Sayers

How Do I enable a Form Submit Acknowledgement page

I am basically trying to recreate the same page you'd see creating a ticket using the client portal but for ipaas forms, that includes a link to view the ticket you created, and a link to submit another request of the same type.
I created a t...
0 Answers
Peter Dawes Last activity on 5/29/2024 12:12:27 PM by Peter Dawes

Pulling information on Child tickets from an existing Parent through API/IpaaS

I'm trying to build a workflow in IpaaS that involves a step where it checks a parent ticket, then determines the current status of the child tickets attached to it. However, this doesn't seem to be inherently possible. When pulling the ticket JS...
0 Answers
Chance Binder Last activity on 5/29/2024 12:02:30 PM by Chance Binder

Where is the Signature Template in TDADMIN

Hello, the 11.9 release notes state "Administrators can set technician signatures within TDAdmin, and set up a technician signature template tag in notification templates".
I can't find this operation in TDAdmin. Can you point me in the righ...
1 Answer
Tevis Boulware Last activity on 5/28/2024 12:16:16 PM by Tevis Boulware

Preventing Invalid Time Entries

Is there any way to prevent invalid time entries from being created? In testing, we have found that people can enter negative time or enter more than 24 hours in a single day.
While I know that the supervisors can reject these time entries, i...
1 Answer
Corrine Knox Last activity on 5/29/2024 10:33:29 AM by Mark Sayers

How to remove Milestones from PPM buisness case

I am having difficulty removing the Milestones tab from the PPM business case.
We just won't use it here, because milestones are set at the very last phase of the charter before it is signed.
I don't want to remove it from all projects, ...
1 Answer
Timothy Mellin Last activity on 5/28/2024 10:13:04 AM by Mark Sayers

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