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General QuestionsIs there a way to clone or copy a ticketing app?
We're starting to plan going enterprise with TDX. It would be nice to be able to set up some common services and forms and then be able to clone the ticketing app for each new department.
1 Answer
Sheila McBride
Last activity on 1/23/2024 11:22:39 AM by Mark Sayers
TDX, DocuSign, and iPaaS
Hi! Below is a question I asked regarding using to TDX for performance review. While there are other tools made for this, I am stuck with a PDF from HR I must use. So taking into account what was mentioned in the last answer and whatever integrat...
2 Answers
Michael Rodriguez
Last activity on 1/24/2024 4:37:32 PM by Mark Medaugh
Remove User Access to Desktop
Is it possible to remove a user's access to a desktop without deleting the template?0
I've removed TDNext access and technician license so the user cannot get to the desktop, but we would like to also remove the user's access to the desktop.
I've removed TDNext access and technician license so the user cannot get to the desktop, but we would like to also remove the user's access to the desktop.
1 Answer
Percevial Murphy
Last activity on 1/22/2024 11:05:44 AM by Mark Sayers
People Import
Can someone tell how TDX matches users when a import occurs and user is already in the system for update?
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
1 Answer
Michael Rodriguez
Last activity on 1/22/2024 10:08:29 AM by Brittany Renn
Reporting on Open Child Tickets
In case I'm missing it, is there a way to report on only active or open child tickets of a parent? I want to query for a subset of releases and see at a glance how many of them still have child tickets that have not been resolved/closed/cancelled...
1 Answer
Will Schultze
Last activity on 1/22/2024 10:01:07 AM by Brittany Renn
TDX main page
Hello I have a quick question, I was wondering if there is any way to edit or remove the Sign-In page I have included a screenshot for reference on which page I am talking about.
1 Answer
Ryan Turner
Last activity on 1/22/2024 9:37:56 AM by Mark Sayers
Loading Expenses to Projects via Import or API
Is there a way to load expenses to projects via import or an API call? I didn't see an option for this when I looked at the API documentation, but wanted to check if it was a matter of me just looking for the items by a different name or in the w...
1 Answer
Corrine Knox
Last activity on 1/22/2024 9:34:34 AM by Mark Sayers
Macro
Hi,
Within a Form I have a singular flow with a parameterized switch which then returns a template for use within the form based on which action is taken on the form. This cuts down how many flows are created for a form when trying to make it...
Within a Form I have a singular flow with a parameterized switch which then returns a template for use within the form based on which action is taken on the form. This cuts down how many flows are created for a form when trying to make it...
2 Answers
Alex Haberer
Last activity on 1/19/2024 3:48:12 PM by Miles Bagwell
Can "Search Users" Action/Method Results Be Limited by Group Membership?
Does anyone know of a way to restrict the results of the "Search Users" action from the iPaaS TDX Common connector to either just members of one or two groups or prevent users from a specific group from appearing in the results? I know this can b...
2 Answers
Corrine Knox
Last activity on 1/19/2024 10:04:19 AM by Mark Sayers
Assignment Metrics
I am looking to see if there is a metric report that i can run to find incidents that were assigned to a a particular group, but not necessarily still assigned to that same group. e.g. If a ticket moves around from group A to group B to group C, ...
1 Answer
Aleasha Sawyer
Last activity on 1/18/2024 3:17:54 PM by Mark Sayers
Project Initial Hours Calculation
Hi,
Can you explain how the "initial hours" field in projects and project reporting are calculated?
Thanks
Can you explain how the "initial hours" field in projects and project reporting are calculated?
Thanks
1 Answer
Kim Rathbone
Last activity on 1/17/2024 4:27:49 PM by Brittany Renn
Information Deleted from Sandbox
Hello we recently created a process for change management in our Sandbox environment, which consisted of a new category and form and new attributes as well as a workflow and an automation rule to direct that ticket to the correct group. We tested...
1 Answer
Ryan Turner
Last activity on 1/17/2024 12:11:51 PM by Mark Sayers
Comments/Updates in Web Service Method Parameters
Is there any way to get Comments or a Ticket Update from Ticket as a Parameter in a Web Service Method? All I see is Description which is not the same as a ticket update or comment. The workaround I am considering is a custom attribute field, b...
2 Answers
Scott Cory
Last activity on 1/16/2024 3:40:56 PM by Scott Cory
Closed Projects data availability
Hi,
How long are data from closed projects available? Is there any duration limits/retention policies we should be aware of?
Thanks,
Kim
How long are data from closed projects available? Is there any duration limits/retention policies we should be aware of?
Thanks,
Kim
1 Answer
Kim Rathbone
Last activity on 1/16/2024 4:48:33 PM by Mark Sayers
TDX WebHooks marked as metered?
Hello, I have a couple of webhooks from TDX Ticketing applications that only use TDX Connectors and Microsoft User-Send Mail connectors. Is it the Send Mail connector that makes these webhooks "Metered"?
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 1/16/2024 4:49:52 PM by Mark Sayers
Have a User with Type "Contact"
Hi,
I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?
I have a user with Type "Contact." I created this user myself last year, but I don't know how he got that type. In any case, it doesn't appear I can make any changes to his record. Should I create him again with the correct information?
1 Answer
Sheila McBride
Last activity on 1/16/2024 1:28:24 PM by Mark Sayers
Report Showing Attribute Values
Hi Mark,
Please see the attached.
Please see the attached.
1 Answer
Sheila McBride
Last activity on 1/16/2024 12:39:11 PM by Mark Sayers
Past Date/Time Attrubute
The date/time attribute only allows a date/time in the future. Is there a way to set a date/time attribute of an event that ocurred before the time a ticket is created?
2 Answers
Scott Cory
Last activity on 1/16/2024 12:48:02 PM by Scott Cory
Limited access for contractor
We have a contractor who supports a single service. Since other aspects of the service belong in our main ticketing app, we are not interested in creating a unique app for these external techs. We do not want to have outside parties having access...
2 Answers
Nate Burt
Last activity on 3/22/2024 10:33:43 AM by John Adams
Technician Dashboard
I am following the KB artcile about Designing a Ticket Dashboard ( https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=156092 ).
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...
When I try to add the Calendar feed to the desktop it either doesn't show anything or it show...
2 Answers
Darin Waldrop
Last activity on 1/16/2024 3:03:03 PM by Darin Waldrop
Actual Hours Report
Does the task time roll up into the ticket time on the actual hours report?
1 Answer
Annette Howard
Last activity on 1/12/2024 2:00:59 PM by Brittany Renn
iPaaS Connector Problem
In iPaaS I made a new connector using the standard REST API Service connector. The new connector uses a Generic OAuth 1 credential. If I use action that has no parameters and doesn't pass anything in the body it works successfully. But when I...
2 Answers
Cory Morgan-Berg
Last activity on 1/11/2024 6:04:45 PM by Mark Medaugh
Service Manager / Owner visibility on client portal
Is there a way to make the service owner visible on a service page?
1 Answer
David Tod
Last activity on 1/11/2024 11:48:27 AM by Mark Sayers
Do the TDX Notification Templates have an ID?
It seems every element in TDX has a unique id but I am unable to find this for the TDX Notification Templates. Maybe if I explain what I am wanting to do it would make more sense. I am trying to figure out how to RESEND notifications from IPa...
1 Answer
Darla Bury
Last activity on 1/11/2024 11:31:06 AM by Mark Sayers
Ticket Reminders
Hi,
Before I create a series of reports for our techs, is there already something built in that will remind techs of outstanding tickets? I see that exists for project tasks.
Thanks,
Sheila
Before I create a series of reports for our techs, is there already something built in that will remind techs of outstanding tickets? I see that exists for project tasks.
Thanks,
Sheila
1 Answer
Sheila McBride
Last activity on 1/11/2024 9:42:39 AM by Mark Sayers