Questions

De-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...

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...

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...

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 ...

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...

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.

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...

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...

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...

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...

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...

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, ...

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...

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. ...

2 Answers

Alyx Lyons Last activity on 11/2/2022 10:25:06 AM by Brittany Renn

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