Questions

Custom Report Filter of Title Contains xxxxx filtering whole words only

We had a user set up a custom report with a filter criteria of Title Contains Deploy. The text description of the filter is "Title is like Deploy"
The report contains a ticket if the title contains "Deploy" but it does not if the title conta...
2 Answers
Bill Harlan Last activity on 9/19/2022 2:48:38 PM by Mark Sayers

Import Job Email - Errors Truncated

I loaded a file of people into our sandbox using the PeopleImporter utility. The email I received lists about 75 people who have an invalid choice for the "Acct/Dept" property. The bottom of the emails says this -
-- Errors truncated to 10...
1 Answer
Mike Schuster Last activity on 9/19/2022 10:13:17 AM by Mark Sayers

SSO Certificate Rollover

Hello, our administrators have provided me with the following information concerning the SSO Certificate Rollover, and before I complete the verification, I want to ensure that we have completed all the correct steps:
On the IdP side, I have ...
1 Answer
Tevis Boulware Last activity on 9/16/2022 4:55:40 PM by Mark Sayers

Add a profile picture to a user of type service account?

Is there a way to add a profile picture to a service account?
There isn't an option to add a profile picture to a service account from within the admin user settings for a specific service account. I attempted to get around this by converting...
1 Answer
Greg Benn Last activity on 9/16/2022 4:28:06 PM by Mark Sayers

Deleting a Workspace

Can you delete a workspace that was created by mistake or for testing?
1 Answer
Mandy Tomlinson Last activity on 9/15/2022 3:56:27 PM by Mark Sayers

Ticketing notifications

Will someone only get a notification if a comment is added to a ticket? Example: We had an HR partner add an attachment to a ticket, but didn’t add a comment, and the person responsible for the ticket didn’t know that the attachment was added bec...
1 Answer
Sharon Jarmoc Last activity on 9/13/2022 4:27:26 PM by Mark Sayers

API method for assigning access to an application

Hello,
Is there a way to assign application access through the API? For example, grant a user access to the "My Work" application.
1 Answer
Krzystztof Chrzastowski Last activity on 9/13/2022 1:48:20 PM by Mark Sayers

Add Lookup or People Search to Service Request Form

Is there a way I can create a custom attribute to look-up or search for a person in TDX and only select that one person?
1 Answer
Edith Murillo Last activity on 9/12/2022 5:37:52 PM by David Tod

How do you have tickets that are assigned to a group show up in the desktop of the individual members of the group?

Hi,.
For example, if we have a group with two users in it called Assets, and both users in the group are designated as primary. Neither of the users can see any tickets that are assigned to the Assets group. Where in their desktop can they se...
1 Answer
Malia Gallardo Last activity on 9/13/2022 8:56:21 AM by Mark Sayers

Protected Attributes on Reports

Can a protected attribute be seen on a report if the report is ran by the group that has access to the attribute?
1 Answer
pmo student1 Last activity on 9/12/2022 4:31:59 PM by Mark Sayers

Turned on Modern Authentication in AzureAD, sign in logs still showing email monitors using Basic Authentication

Hello,
I followed the instructions here:
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=105410
I set the callback URL, got the Secret and Value ID through the Applications in AzureAD.
Was there another s...
2 Answers
Azhar Alsaady Last activity on 9/12/2022 2:33:19 PM by Azhar Alsaady

KB Attrubute Visibility - Published & Public

What KB permission is tied the "Published" and "Public" KB attributes? Some of our users can see the status of these two attributes under "Details" when looking at the main page of a KB, and others cannot. Is it possible to make those attributes ...
1 Answer
Morgan Cranston Last activity on 9/8/2022 4:39:23 PM by Mark Sayers

What Security Role allows for the "Move to Application" option under the Actions Menu?

Is it only Admins that can move a ticket from one application to another?
Does the user have to have a specific role in each App to have this ability?
1 Answer
Sarah Glatz Last activity on 9/8/2022 2:49:27 PM by Mark Sayers

iPaaS Date Format function

Unless I'm just doing something totally wrong the iPaaS Date Format function does not seem to be working. I'm using it with NOW as the first parameter, and then I have tried all the built in option for short date, short time, Long date with time...
1 Answer
Will Tonkin Last activity on 9/7/2022 6:10:25 PM by David Tod

Passing Parameter from TDX Workflow to iPaas Flow using Arguments JSON

The KB article Article - TeamDynamix iPaaS Step mentions the abiliity to Send parameter data through the Arguments JSON section of the workflow step. I have not been able to find any information about how to do this in the KB.
The TDX workf...
2 Answers
Will Tonkin Last activity on 8/14/2023 9:40:02 AM by David Tod

Search tab in TDNext

Hello,
I just saw a new tab called Search on my TDNext, but other people can't see it. Can you please let me know how to make it appear on other people's screen? And I would like to make Include Historic Results selected by default as well.
...
3 Answers
Lorne Pearl Last activity on 9/8/2022 5:19:57 PM by Lorne Pearl

Reassociate Owners for Knowledge Base

Hello everyone,
Just hoping to gain some better insight as to what the "Reassociate Owners" button does when moderating articles in our Knowledge Base via the admin portal. My understanding would be taking any articles created under "X" perso...
1 Answer
Timothy Suwityarat Last activity on 9/7/2022 1:56:12 PM by Mark Sayers

Group Notifications for Ticket Task Is Not Working

Hello,
I assigned a group to a ticket task in a workflow, and the group began receiving notifications as expected. However, today the notifications are not working for groups. We are an On-Premi client. What may be causing this issue? Thank y...
1 Answer
Valencia Ingram Last activity on 9/6/2022 4:30:23 PM by Mark Sayers

Workflows to Create Tickets in Other TDX Applications

Hello:
We are working on fleshing out an employee onboarding workflow in an HR application that will generate tickets and send email notifications based on needs (such as computer setup by ITS or door access by the locksmith). I wanted to ask...
1 Answer
Anderson Hanchett Last activity on 9/6/2022 2:54:34 PM by Mark Sayers

Break out of IPaaS For Loop

How do you break out of an IPaaS For loop once you have found the item you are looking for?
Thanks.
1 Answer
Tevis Boulware Last activity on 9/7/2022 10:02:25 AM by Carrie Willis

TeamDymanix Ticketing Applications

Are we still unable to delete applications from TDx? I know that in previous versions, applications can only be deactivated. Has this been changed?
1 Answer
Caroline Calhoun-King Last activity on 9/6/2022 9:43:18 AM by Mark Sayers

Multiple API Call methods in one web workflow step

Is it possible to make multiple calls in one web method workflow step? For example, we currently have a task to assign a user to a group, and then set several custom people attributes. In order to do so with the API, one needs to auth using POST ...
1 Answer
Derek Hickman Last activity on 9/1/2022 4:33:55 PM by Mark Sayers

Task Templates in Workflows

Can a task in a workflow be a task template?
1 Answer
Sheila McBride Last activity on 9/1/2022 4:28:18 PM by Mark Sayers

Web Service Method - Change Ticket SLA

I am attempting to create a web service method that will let us change an SLA within a workflow. I found the API documentation on the subject and believe I have the method configured correctly. I have configured several other methods successfully...
1 Answer
Jordan Van Pelt Last activity on 9/1/2022 1:45:58 PM by Mark Sayers

Getting full URL/URI for Ticket in IPaaS

Is there any way to retrieve the full TDNext TicketURL from an IPaaS connector?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 8/31/2022 8:57:52 PM by David Tod

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