Questions
Categories View All Categories
General QuestionsDe-activating Project/Request sections
Hi,
I am hoping to de-activate some project/request sections (e.g. Milestones, Time Types, etc.) that we are not using in the near future in order to simplify the UI/UX. I can see the sections in Admin>Portfolio Planning/Project Request Se...
I am hoping to de-activate some project/request sections (e.g. Milestones, Time Types, etc.) that we are not using in the near future in order to simplify the UI/UX. I can see the sections in Admin>Portfolio Planning/Project Request Se...
2 Answers
Alyx Lyons
Last activity on 10/19/2023 10:49:04 AM by Alyx Lyons
Adding Time When Updating a Project
Hello, we regularly "status" our projects by clicking the Update button and adding our comments and adjusting the health and status. Staff are then having to go into their time card to enter the time they spent doing that update. Is there a way t...
1 Answer
Rachel Renckly
Last activity on 11/14/2022 2:55:30 PM by Mark Sayers
importing a large inventory into TDX
we are looking to move our large inventory from KACE (Quest) into TDX. my first question is do we need iPAAS just to move the inventory? We are going to do this in the sandbox first then iron out some things before we move into PROD. My second qu...
2 Answers
James Richard
Last activity on 11/14/2022 1:09:22 PM by Bryan Weist
customized field in ticket form
We'd like to customize a field in our ticket forms where customers can put their availability. Can this be done? is there a recommended place for this
1 Answer
Euriael Jordan
Last activity on 11/11/2022 4:53:32 PM by Brittany Renn
Trigger iPaaS webhook from a script with parameters
With iPaaS flows, is it possible to create a custom webhook trigger that can take in data, process it, and then return a result? And if so, is there specific documentation on how the webhook authentication and data are passed?
I know I can cr...
I know I can cr...
1 Answer
Jason Pelletier
Last activity on 11/14/2022 10:17:14 AM by Mark Sayers
TicketSearch API CustomAttributes
Hello,
Sorry if this is in the documentation someplace, can I execute a TicketSearch on a custom attribute value via the API?
https://udayton.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Tickets.TicketSearch
It seems to read l...
Sorry if this is in the documentation someplace, can I execute a TicketSearch on a custom attribute value via the API?
https://udayton.teamdynamix.com/TDWebApi/Home/type/TeamDynamix.Api.Tickets.TicketSearch
It seems to read l...
3 Answers
Ryan Ranly
Last activity on 11/15/2022 2:14:56 PM by Mark Sayers
Offboarding Workflow and waiting for future date
I have built an off boarding workflow that works great except for one issue. There is no delay for the actual day the user needs to be off boarded.
Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out ...
Example: Supervisor knows a person is leaving in 4 months and starts the process, fills out ...
1 Answer
Troy Timmerman
Last activity on 11/11/2022 8:52:49 AM by Mark Sayers
Changing Project Request Evaluator
We see that there is a way to change Project Managers of projects in progress in TDAdmin, but is there a way to change the evaluator in a Project Request that has already been submitted in either TDAdmin or TDNext?
As a related question, woul...
As a related question, woul...
1 Answer
Anderson Hanchett
Last activity on 11/10/2022 1:42:37 PM by Mark Sayers
Reporting- Worklfow steps and tasks on same report
Good morning! Can you tell me if it is possible for one report to include workflow tasks and steps when the workflow task or step is assigned to a particular responsible group? We've discovered that when we want a report that gives us all active ...
1 Answer
Peggy Harrison
Last activity on 11/10/2022 12:53:08 PM by Mark Sayers
Analysis > New >Program
Under the Analysis tab then then +New > Programs.
I would like to know what Security role permissions / Applications are needed for this to be setup.
Thank you all in advance for your help and support regarding this.
I would like to know what Security role permissions / Applications are needed for this to be setup.
Thank you all in advance for your help and support regarding this.
1 Answer
Victor Rios
Last activity on 11/10/2022 11:40:57 AM by Mark Sayers
What is the "Notifications History" for?
Hi,
I'm new to TeamDynamix, and I noticed a "Notification History" icon in the upper right of TDNext...
(The little bell icon.)
When I click on it, this window opens:
I've received email notifications, so I thought tho...
I'm new to TeamDynamix, and I noticed a "Notification History" icon in the upper right of TDNext...
(The little bell icon.)
When I click on it, this window opens:
I've received email notifications, so I thought tho...
2 Answers
Daniel Zook
Last activity on 11/10/2022 10:17:39 AM by Daniel Zook
Asset Fields
When you click on the CMDB tab in TDNext, and then click on Assets, you will be shown a list of assets (up to 300). I have an Enterprise user that is wondering if it is possible to add additional fields to the ones displayed when you click on As...
1 Answer
Mathew Chandler
Last activity on 11/9/2022 4:21:39 PM by Mark Sayers
Textarea custom asset attribute filtering in a Service Request
We are looking through the list of available custom attribute filtering when adding assets to a Service Request, and I believe we are not seeing custom asset attributes that are textarea.
If that is correct and we are not able to see textarea...
If that is correct and we are not able to see textarea...
1 Answer
Jason Overholt
Last activity on 11/9/2022 12:37:20 PM by Mark Sayers
Deleting a group
I am going through and removing some old groups. I encountered one that I cannot delete. I get the message "This group is responsible for a workflow step and cannot be deleted until the association has been removed."
I have gone through all...
I have gone through all...
1 Answer
Mathew Chandler
Last activity on 11/8/2022 3:45:50 PM by Mark Sayers
Client license access to Assest/CI
Is a user with a client license able to access Asset/CI applications? For my client users the application is greyed out.
Also where do I set the default applications for a client?
We're creating some forms where we want the ticket submi...
Also where do I set the default applications for a client?
We're creating some forms where we want the ticket submi...
1 Answer
Nathaniel Obee
Last activity on 11/8/2022 2:59:17 PM by Brittany Renn
Scheduled tickets
Greetings
Is the "Schedule" field in the "New Ticket Schedule" form available for editing or custom time intervals? I have a customer asking for a "quarterly" scheduling option. We're currently on version 11.3 on-prem
thanks!
Eu...
Is the "Schedule" field in the "New Ticket Schedule" form available for editing or custom time intervals? I have a customer asking for a "quarterly" scheduling option. We're currently on version 11.3 on-prem
thanks!
Eu...
1 Answer
Eugene McGeehan
Last activity on 11/7/2022 12:57:36 PM by Brittany Renn
Portfolio Planning - Project Request Email Reply
Good morning:
I wanted to ask if there is a way to create and/or edit project request email responses? We would want clients to receive an email confirmation when project requests are submitted, canceled, approved, and converted to projects, ...
I wanted to ask if there is a way to create and/or edit project request email responses? We would want clients to receive an email confirmation when project requests are submitted, canceled, approved, and converted to projects, ...
2 Answers
Anderson Hanchett
Last activity on 11/8/2022 3:48:09 PM by Brittany Renn
iPaaS: Enabling SSO
I am preparing to enable SSO for iPaaS Forms. Before doing so, I need to enable SSO Authentication for iPaaS. When configuring SSO Authentication for iPaaS, will this cause any disruption with existing flows?
1 Answer
Tyler Duncan
Last activity on 11/4/2022 9:53:22 AM by Mark Sayers
Card Wall Resource colors
Is there a way to change the color assignments for the resources that are assigned to a card? We have 2 BA/PMs with the same initials, and it would be nice to be able to differentiate them by color (see attachment).
1 Answer
Rebecca Murphy
Last activity on 11/3/2022 3:58:09 PM by Brittany Renn
Multi-selecting assets for updates in TDNext
When you are in an asset application and you would like to apply a change to several assets at a time (not using the API), is it possible to add other options to the list of fields to be updated that comes up after multi-selecting the assets and ...
1 Answer
Susan Galvin
Last activity on 11/3/2022 4:10:08 PM by Mark Sayers
Configure Canvas iPaaS Connector
I am testing out the canvas connector using a token. The connector is running into an issue with the authentication. I have changed the domain and changed the authentication to accept a generic API Key, but luck.
3 Answers
Tyler Duncan
Last activity on 5/18/2023 9:51:20 AM by Andrey Little
Email Monitor Attachment Types and Random Image
What are the supported file types for Email Monitor Attachments? I was able to attach an XML file but when I try to attach a JSON file I get the follow error message in the monitor log:
Also, when creating a ticket from an email monito...
Also, when creating a ticket from an email monito...
1 Answer
Tevis Boulware
Last activity on 11/3/2022 9:03:27 AM by Brittany Renn
Change Report's Default Column for Sorting
When you click on a report, a column isn't selected that you can see to determine how it's sorting the data. When you click a column title in a report, it turns red and becomes the column you're sorting by. You can change the sort order by clic...
1 Answer
Mike Schuster
Last activity on 11/2/2022 9:35:03 AM by Mark Sayers
iPaaS Forms: Configuration Authentication
Could someone point to the direction of the KB article for the iPaaS Form Authentication setup and configuration?
1 Answer
Tyler Duncan
Last activity on 11/1/2022 5:00:42 PM by Mark Sayers
Adding request form to a service
Greetings,
I created a new request form and need to add it to a service, but I am not able to figure it out. I've gone to Services in both TDAdmin and TDClient, but I still can't figure it out. I know I must just be missing something simple. ...
I created a new request form and need to add it to a service, but I am not able to figure it out. I've gone to Services in both TDAdmin and TDClient, but I still can't figure it out. I know I must just be missing something simple. ...
2 Answers
Alyx Lyons
Last activity on 11/2/2022 10:25:06 AM by Brittany Renn