Questions

Static Fields not showing in Ticket

Please see below. In a form, I have a few static fields, H2 in this case, that are configured to show in TDClient and TDNext, and the fields show when the form is in "edit" mode, but the static fields do not show in the ticket view.
https:/...

1 Answer

Tevis Boulware Last activity on 11/19/2024 1:39:45 PM by Mark Sayers

Assigning Tasks in TDX Project

Is there a way to assign ticket tasks for members of the project from with in the Project to the Ticking app? This would be for outside vendors who rely on tickets to perform actions in the project. These vendors have access to TDNext

1 Answer

Matthew Thompson Last activity on 11/19/2024 11:28:54 AM by Matthew Thompson

Tasks created after a collector step

I have created a fairly complex workflow to handle all the tasks related to a member of IT leaving their job. There are a large number of tasks that have to be done to remove their access from all of our systems, etc. So, I set up the tasks in...

1 Answer

Martha McConaghy Last activity on 11/19/2024 9:21:52 AM by Mark Sayers

Put a statement in each ticket created or assigned to specific group

I need a way if possible, to put a canned statement in each ticket created or assigned to specific group.
Example: Group A gets a ticket this can blurb is put into the ticket for that Group

2 Answers

Matthew Thompson Last activity on 11/18/2024 4:19:23 PM by Matthew Thompson

Web service only pulling the room number and not the building

I'm trying to create a web service that grabs 2 different custom location/room attributes and sends a notification. The notification is only showing the room number though and not the building. I have tried setting the parameter data type as st...

1 Answer

Danee Gunka Schwartz Last activity on 11/18/2024 9:05:01 AM by Danee Gunka Schwartz

Project Requests on hold

Good afternoon - is there a way to put a project request on hold with a 'review date' in the future, similar to what you can do with a ticket?

1 Answer

Carla Behr Last activity on 11/15/2024 4:59:42 PM by Brittany Renn

Ability to have a link within a card

In the PPM app, when using a card wall there is the ability to have attachments associated with a card. Is there the ability to have links? I know that links are available within the project but we are wanting to associate links with the indivi...

1 Answer

Leslie Czeck Last activity on 11/15/2024 5:01:07 PM by Brittany Renn

How to filter the "Project" tab list of active projects

Besides using the search feature at the top to enter search criteria, what are the options to filter the list of projects that display when clicking on the "Projects" tab? I see the options for creating a project desktop, but those are not usefu...

1 Answer

Cindy Kraft Last activity on 11/15/2024 5:02:54 PM by Brittany Renn

Sandbox URL

Hi, May someone remind me how to format the URL to access the TDX sandbox environment for TDAdmin? I tried searching for the KB article, but I can't seem to find it anymore.

1 Answer

Niza Abrahim Last activity on 11/15/2024 9:33:42 AM by Brittany Renn

Ticket template visability

Greetings,
i created a ticket template in TDnext and set the visibility to the a group and then also changed ot to everyone. in both cases the template was not visible to anyone. any ideas why this may be happening? or how i can resolve this?

1 Answer

Larissa Kupferschmidt Last activity on 11/15/2024 9:32:29 AM by Brittany Renn

Asset selection and visibility

We cared a new asset application to house all of our software products and we also use another asset application to house hardware.
We wanted to expose the Asset/CI field on the ticket form so that users could select the software product from...

1 Answer

Rebecca Murphy Last activity on 11/14/2024 3:55:28 PM by Mark Sayers

Project End Date Updates

The ability to add custom project attributes to the project update form is great. Is there any way to add non-custom attributes there as well? My immediate example would be for project start/end dates. We are constantly reminding folks to upda...

1 Answer

Bill MacKenzie Last activity on 11/14/2024 2:48:41 PM by Brittany Renn

Report or API for Users in a portal application

Trying to work out how to dynamically pull this data in a report, but not sure I see it. Similarly API/iPaaS doesn't seem to have an appropriate API call.
Goal is a list of users who do / do not have access to a particular portal. I know the ...

1 Answer

David Tod Last activity on 11/12/2024 4:48:21 PM by Mark Sayers

Asset Drop Down Field

We are wanting to create a drop down field for assets (printers), but wondering if there is a way that on the field when selected that more information is included with the drop down and not just the Serial Number of the asset. We would like the ...

1 Answer

CHRISTIAN MARTINEZ Last activity on 11/12/2024 3:59:15 PM by Mark Sayers

Alerts option in Card Wall for PPM

When using a card wall plan, when configuring the initial card it appears that alerts for that card cannot be configured as it is not displaying as an option. However, when in the priority view of the plan and then opening up a card, it does hav...

1 Answer

Leslie Czeck Last activity on 11/12/2024 11:46:05 AM by Mark Sayers

How to get access

Hello! I was trying to get access to this link https://solutions.teamdynamix.com/TDClient/1965/Portal/Links/Details?ID=QVPrNoCOo1c_&TID=437948&popup=1 And, it is telling me I don't. How do I change that?

Thanks!

Kr...

1 Answer

Kristi Palm Last activity on 11/11/2024 2:11:54 PM by Kristi Palm

Determining a user's primary group

How can we determine a user's primary group when getting a person via the API? The data that is returned contains a list of group ids that the user is a member of with no indication of the primary group id.
We are using this API endpoint from...

1 Answer

Paul Lupeituu Last activity on 11/11/2024 2:33:16 PM by Mark Sayers

Automate ticket responses based on certain parameters

Is there a way to use a response template automatically on ticket creation? For instance, if I have a custom ticket type or if the user selects a certain category, could I have that trigger one of my response templates? I don't see an option to h...

1 Answer

Mehrdad Ghazi Last activity on 11/8/2024 3:44:54 PM by Mark Sayers

Ticket Response to Multiple People

When a client responds by email to a ticket from TD, can it go to multiple people if there are multiple people on the ticket? Could find it in the KB.

1 Answer

Alex Oquendo Last activity on 11/8/2024 1:54:56 PM by Mark Sayers

How to get in if SSO is down?

We have a hosted TD environment with SSO enabled.
I'm doing some research, and I was just wondering, how would we get into TDNext if our SSO was not working for some reason? Same question for the client portal, I believe customers wouldn't be...

1 Answer

Kay Brewer Last activity on 11/8/2024 12:17:47 PM by Mark Sayers

Workspace removal rules automatic?

Is there any way to set workspace removal rules to trigger automatically

1 Answer

Brett Duester Last activity on 11/8/2024 10:21:57 AM by Mark Sayers

Is there a Document Workflow/Approval in Ticket Apps?

We have this in Projects/Portfolio Planning but I can't find it in the Ticketing Apps.
Is there an equivalent or workaround to get a Document Approval process to ticketing?

1 Answer

Ronel Gallevo Last activity on 11/7/2024 2:46:04 PM by Mark Sayers

Increasing institution buy-in

I hope this is an acceptable place for this; if not, please direct me to where I should post it.
My goal is to increase TDX buy-in within our institution. We have been using TDX for a couple of years, and I am a fan of the product. I feel lik...

1 Answer

Beau Stribling Last activity on 11/7/2024 2:49:54 PM by Mark Sayers

how do i change a serial number name?

We are trying to change a typo in a Serial number that is attached to an asset. I can't find anyway to do it in TDNext or TDAdmin - what am I missing?

1 Answer

Rebecca Murphy Last activity on 11/7/2024 2:18:33 PM by Mark Sayers

Does TDX accepts XLSMs attachements

Hello Team ,
We have a rule setup in way so that when we send an email to email@domain.com it creates the ticket .But those emails have attachments and when ticket is getting created in TDX we are not able to get the attachments.
Is ther...

1 Answer

Amritpal Singh Last activity on 11/7/2024 11:16:25 AM by Mark Sayers

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