Questions

Sandbox maintenance typical affect

Hi all,
Just wondering what the typical experience has been during a Sandbox maintenance period with respect to accessibility. The maintenance scheduled for October 18 email states "...may be periodically unavailable between the hours of 9:00...

1 Answer

Damon Stennett Last activity on 10/15/2024 3:15:32 PM by Mark Sayers

Any alternate ways to Unsubmit time reports?

Sometimes a manager in our organization will reject a time report because it needs additional information filled in. When this happens, the user gets a notification it was rejected, but they can't do anything about it. An admin has to go into TD ...

1 Answer

Kay Brewer Last activity on 10/15/2024 12:12:20 PM by Mark Sayers

SB updates tied to releases

To confirm, sandbox environment updates tied to releases are simply updates and don't result in a refresh correct?
I'm looking to confirm that work we are doing in the SB will not be lost this weekend.
Thanks!

1 Answer

Rebecca Murphy Last activity on 10/15/2024 9:50:17 AM by Brittany Renn

Question about Automation

We have a rule that is currently working to assign a task template when a certain type of ticket comes in. I want to add another task to be added to the ticket automatically but I cannot get both rules to get ran on the ticket. Is there something...

1 Answer

Cody Stigen Last activity on 10/14/2024 3:05:33 PM by Mark Sayers

Send multiple files in SFTP connector

Hello,
I am new to iPaaS and working on a fairly simple SFTP flow. I am connecting to a Windows directory to get a file and then connecting to Moodle through SFTP to create the file on the remote server. This is working as expected for a si...

1 Answer

Chuck Ray Last activity on 10/25/2024 10:49:43 AM by Michael Ligouri

Best Report for Calculating Average Hours Per Month

We have staff reporting time in their time cards and would like to get an average number of hours they spend on specific time types. Is there a report already available to calculate something like that? I'm thinking we will need to use a report f...

1 Answer

Rachel Renckly Last activity on 10/14/2024 1:51:43 PM by Brittany Renn

Reply token found in email errors

Hello,
We've setup a new ticketing portal in our TDX system and we noticed we're gettign Reply Token Found in the Email errors when we look at our log.
The ticketing portal we get the error on is our "Registration Tickets" portal.
Bel...

1 Answer

James Moyle Last activity on 10/14/2024 1:52:26 PM by Mark Sayers

Ipaas - Do Generic Access Tokens Automatically Renew?

We are using a Generic Access Token in a connector, and it works for a while. However, after some time, the connector starts responding with authentication errors. I assumed that the token would automatically renew once it expired. Do tokens gene...

1 Answer

Josue Melgar Last activity on 10/16/2024 12:17:43 PM by Michael Ligouri

Is it possible to add entries to a blackout window in iPaaS?

We're wanting to create a form for people to be able to add entries to their own specific blackout windows. I'm seeing in iPaaS where I can create and modify a blackout window, but not a way to add entries to these blackout windows.

1 Answer

Andrew Dzierla Last activity on 10/14/2024 11:39:36 AM by Mark Sayers

Easiest way to reassign tickets in the TeamDynamix Mobile App

Hi folks,
What's the easiest/suggested way to reassign tickets in the mobile app? I can see the option in both Update and Edit, just wondering what you suggest.
Thanks,
Erin

1 Answer

Erin Tramble Last activity on 10/11/2024 9:54:45 AM by Mark Sayers

OLD TDNext Tickets Showing up with New Status on saved Report Search

Hello,
We have a saved search in TDNext called Client Services Open Tasks , which is meant to show only open or active tickets for the Client Services team based on specific report criteria (please see the attached screenshot). However, we h...

1 Answer

Josy Hess Last activity on 10/11/2024 9:36:44 AM by Mark Sayers

Custom Attributes Wiped Out When Changing Attribute Dependency

Has something changed, or perhaps I am losing my mind? I seem to recall when you had custom attributes associated with an attribute dependency, when you filled out values for the attributes and saved the ticket and later changed the triggering a...

1 Answer

Charles Plemons Last activity on 10/10/2024 11:37:45 AM by Mark Sayers

One-off Scheduled Tickets

Is it possible to schedule a ticket as a one-off rather than as a recurring process? We have a process that requires a follow-up 90 days after completion of an initial ticket and we'd like to be able to schedule those tickets upon resolution of ...

1 Answer

Bates Nunamaker Last activity on 10/10/2024 10:17:14 AM by Mark Sayers

Any way to speed up web service steps in a workflow?

I have a few web service steps in a workflow, and each step seems to take 5-10 minutes to complete. So just the initial steps of assigning the ticket to the requester and setting the status are taking quite a while to complete. Is there any way t...

1 Answer

Kay Brewer Last activity on 10/9/2024 1:15:28 PM by Brittany Renn

Workflow attachment notification

Hi All,
Wondering if there is a way to create a workflow to notify the responsible tech and/or group of a file attachment to a ticket either at the time of SR submission or after the fact.

1 Answer

Michael Rodriguez Last activity on 10/8/2024 4:00:58 PM by Mark Sayers

KB articles are adding spaces when created

I am noticing that when I have finished writing up an article and save it as a draft, it saves with different formatting (there are gaps placed where I did not enter them)

2 Answers

Shawn Tillotson Last activity on 10/14/2024 2:15:19 PM by Katie Ellis

Require Time for Ticket Updates

Is there a way to require time when updating a ticket?

1 Answer

Darin Watts Last activity on 10/8/2024 1:37:30 PM by Mark Sayers

reporting from workflow steps

I would like to add a choice step in a workflow and then run a report on what choices were chosen in the task choice workflow step. Is it possible to run a report based on a choice step and what choice is chosen?

1 Answer

Tabitha Logemann Last activity on 10/8/2024 1:30:44 PM by Mark Sayers

Milestone report

Hi team,
Is the project manager the only person who can run a milestone report? I don't see a milestone report in the Analysis app, a custom plans report doesn't really capture detailed milestone information and a custom project report can on...

1 Answer

Constantin de Boisseson Last activity on 10/8/2024 10:05:15 AM by Mark Sayers

iPaaS vs Workflow Web Services

For those users who have iPaaS is there any reason to use the workflow web services within a work management app?
From my perspective it seems like iPaaS flows run faster and aren't any harder to configure. Separating the automation between t...

1 Answer

Charles Morgan Last activity on 10/8/2024 9:37:18 AM by Mark Sayers

How to give Division / Dept Managers access to the business case files tab for the projects they are collaborating on.

Hi,
In our org, typically Managers request projects.
Once the project request process starts, I run a business case development session with them (about 45 mins).
When it is done, I need them to complete a few items, typically upload...

1 Answer

Timothy Mellin Last activity on 10/8/2024 9:19:06 AM by Mark Sayers

Viewing a project's briefcase

Hi team,
I reviewed this article in the knowledge base about briefcase permissions: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=8650
My understanding is that I should be able to view a project's briefcase eve...

1 Answer

Constantin de Boisseson Last activity on 10/7/2024 3:11:20 PM by Mark Sayers

Knowledge base articles tied to an asset

Is there a way that we can add a knowledge base article to a Configuration Item and or Asset?

1 Answer

Tabitha Logemann Last activity on 10/7/2024 12:53:04 PM by Mark Sayers

TDx availablity

Is TDx experiencing intermittent downtime? Some of our work flows are not working and users are stating they are not able to access TDx.

Thank you,
Tiffany Bryson

1 Answer

Tiffany Bryson Last activity on 10/7/2024 11:00:20 AM by Mark Sayers

Web Service Method to Calculate Form Fields

Is there a way to set a Web Service Method to calculate 2 attribute fields on a form and post the calculation to a 3rd field? What would the </> Body text look like for that operation?

1 Answer

Craig Topple Last activity on 10/8/2024 11:50:54 AM by Mark Sayers

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