Questions

TDX alerts

Is there a way to have a TDX alert for someone responding to a ticket other than via email, or conitnuly looking at TDX waiting for the status to change, like a pop up within TDX through the web browser?
1 Answer
James Richard Last activity on 1/11/2023 2:44:30 PM by Brittany Renn

Retrieving or Reports for Deleted Tickets

Hello,
Is there a way to view deleted tickets, or report on how many tickets were deleted in a period of time?
Thank you,
Kristi
1 Answer
Kristi Oetting Last activity on 1/10/2023 4:55:29 PM by Mark Sayers

Can you customize the header text of the standard Requestor field for a report?

Can you update the header text of the out of the box Requestor attribute to be custom for reports? For custom attributes, we are able to update the Header Text that displays in the column header for reports. Would like to do the same for the out ...
1 Answer
Phuong Hoang Last activity on 1/10/2023 10:04:36 AM by Mark Sayers

Setting Parent ticket using Web Service Methods in Workflow

Hello:
I am attempting to create a workflow in which tickets are created and the original ticket that the workflow is applied to is set as the parent of the newly created tickets. It appears that the ParentID attribute cannot be edited, and t...
1 Answer
Anderson Hanchett Last activity on 1/6/2023 1:51:31 PM by Mark Sayers

Ticket and Workflow Tasks

I was curious if there was any way to format Workflow and Ticket Tasks when they display in a ticket? Currently, they are connected together and you have to pay attention to which box is which task - can be especially "disastrous" when marking a...
3 Answers
Courtney Dobbs Last activity on 1/6/2023 12:54:22 PM by Courtney Dobbs

Report on Project Benefits

The only reporting value I see for projects is 'Benefits', which includes just the Benefit Type, and the total benefit$ (see highlighted fields in attachment)
Is there no way to report at the Year level (see attachment)? Is there no way...
1 Answer
Rebecca Murphy Last activity on 1/6/2023 12:36:25 PM by Mark Sayers

Classification (in Projects) help text - Can this be modified?

I would like to modify the help text that appears on Classification within a project (Advanced section). Is this possible? The help text that appears does not reflect how we plan to use this. If so, where do we go to edit this?
1 Answer
Duane Theleman Last activity on 1/6/2023 10:38:18 AM by Mark Sayers

Do Waterfall Tasks show in the My Tasks report

We've had some users add the default My Task report in the projects app to their desktop. This is the one delivered with TDX. They have noticed that their waterfall tasks are not showing, only cardwall tasks. But in the My Tasks Summary Chart,...
1 Answer
Bill Harlan Last activity on 1/6/2023 9:49:57 AM by Mark Sayers

Ipaas - Flag

Is there a way to flag a ticket from Ipaas? I am getting tickets that have potential problems and want to mark them as flagged in order to create a report to follow up with them.
1 Answer
Sarah Dorny Last activity on 1/5/2023 5:21:27 PM by Brittany Renn

How to automatically change a ticket classification?

The majority of our tickets are Service Requests, and most of our ticket forms are classified as Service Request. We would like to implement SLAs for Incident tickets. In trying to limit the number of Services/Service Offerings in our Service Cat...
1 Answer
Chuck Renninger Last activity on 1/6/2023 9:38:24 AM by Mark Sayers

Knowledge base article API

Do you have documentation on knowledge base article API so that we can directly interact with from a third-party application?
1 Answer
Chong Lor Last activity on 1/5/2023 1:44:20 PM by Brittany Renn

How do I view tickets that I have created that are still open and not assigned to me?

How do I view tickets that I have created that are still open and not assigned to me?
1 Answer
Brandon Fryman Last activity on 1/5/2023 12:08:59 PM by Mark Martinez

People deactivation import

In the import script, can we specify the file name? If not, I assumed we can specify different folder name instead using the same "Pending" folder, correct? Since this import is for people deactivation, for the "Is Active" column, do we only need...
1 Answer
Chong Lor Last activity on 1/5/2023 1:46:34 PM by Brittany Renn

GDPR Compliance

One of the organizations we support requires GDPR compliance.
Does TDX have policies in place regarding GDPR that we may reference when considering our legal obligations regarding records in our public-cloud TDX instance?
Specifically we...
0 Answers
David Rogers Last activity on 1/5/2023 11:40:59 AM by David Rogers

Call TDX reports with API

Can we call baked in TDX reports like this: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3414 with an API? I can't find an ID of the report.
1 Answer
Danee Gunka Schwartz Last activity on 1/5/2023 1:55:51 PM by Brittany Renn

Workflow approval step

I have created a workflow that has an approval step. Approval is assigned to a group, but when they tested it, a person in the group does not see an approval button (there are other workflows that they have an approval step, and they see an appr...
1 Answer
Mathew Chandler Last activity on 1/3/2023 4:57:25 PM by Mathew Chandler

Convert Ticket to a Project Request

If I am understanding this function correctly, we can covert a ticket to a project request but it will not use our custom project request form (which is global) but rather the "baked in request form". Can you confirm?
What happens to the ti...
1 Answer
Carolyn Kobus Last activity on 1/4/2023 1:41:34 PM by Brittany Renn

User is not active and want to re-activate

I see the "deactivate" button in all of the active user profiles. However, I am unable to re-activate a user who is not active. I'm sure this is simple and I'm just over-looking it. But I've spent too much time looking. Please give me a hint!...
1 Answer
Sarah Glatz Last activity on 1/3/2023 9:22:37 AM by Brittany Renn

Link Multiple Plan Tasks to an Issue?

Hi -
Is it possible to link one Project Issue to multiple Tasks in a Plan?
1 Answer
Sara Ainsworth Last activity on 12/27/2022 11:52:48 AM by Mark Sayers

Report on Null Value in a Field

Hello - I'm trying to run a report and select Responsible Group = one of two groups or null. Is it possible to add "null" as a report selection criteria?
1 Answer
Sarah Glatz Last activity on 12/27/2022 11:17:22 AM by Brittany Renn

Track Project Request Date Changes

Is there a way to track date changes on project requests? I believe in project there is an initial start and end date, is there a similar way while it is still in the request state?
1 Answer
Chris Wammes Last activity on 12/23/2022 11:15:31 AM by Brittany Renn

Allow Supervisor to see tickets when they are not a technician

I have a client user who oversees two departments that have applications in our TDX instance. She will never answer or modify a ticket, so she remains a client rather than a technician.
Is there a way that she can see the list of tickets tha...
1 Answer
Terri Edney Last activity on 12/21/2022 9:13:21 PM by Greg Van De Mark

Cancelling Tasks for a Cancelled Ticket

When a ticket is cancelled or closed the tasks are left as is and can show up on reports as still needing action. What is the preferred method of "cancelling" a task besides setting it as 100%? Scenario: a ticket for a new employee that has multi...
1 Answer
Kendall Johnson Last activity on 12/21/2022 2:46:55 PM by Greg Van De Mark

Allow idiosyncratic customizations via CSS and Javascript

I recognize that this may be a firm design decision, but in many web apps, you can apply your own customizations with custom Javascript and CSS. These are typically "at your own risk" but the idea is for light customization without the vendor hav...
1 Answer
David Tod Last activity on 12/21/2022 12:18:27 PM by Brittany Renn

OwningCustomerID Not Clearing on Null in Bulk Update

Hi,
We use the API endpoint /assets/import to bulk update our assets. In the Import Settings' Mappings, we have set {"FieldIdentifier":"OwningCustomerID","ClearOnNull":True}, but it is not clearing the Owner on the asset when we pass a Null v...
1 Answer
Isaac Ramirez Last activity on 1/17/2023 2:56:43 PM by Mark Sayers

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