Questions

How can I make Projects visible to the department, Even if not a resource or manager?

I thought by adding them all to a portfolio for the department (application services), the department could see all the active projects and who is working on what. I could not figure that out, so I tried to create a report under Projects that fil...

3 Answers

Melody Chronister Last activity on 8/31/2022 4:00:44 PM by Melody Chronister

How do you Archive a Knowledge Base Article?

What is the process for archiving a Knowledge Base article and what does archiving do to the article behind the scenes?

1 Answer

Karen Wilson Last activity on 8/31/2022 3:17:24 PM by Mark Sayers

Change Management Calendar

Does TeamDynamix have a calendar view for IT to visualize all the scheduled changes? If so, can I see an example?

2 Answers

Sarah Glatz Last activity on 8/30/2022 12:08:05 PM by David Tod

How to remove old projects from the drop-down list for Time Entry?

I know that when we close projects, we have the option to leave them open for time entry. Because of that, we now have a bunch of old projects that appear on our drop-down list for adding time. We want to remove these from the list. How can we ...

1 Answer

Gretchen Cannon Last activity on 8/29/2022 3:25:50 PM by Mark Sayers

Copy Web Service Method

Is there a way to copy a web service method? The only option I see is "+New"

It would sure be convenient if there were a "+Copy" option, so that a simple edit could be made on the copy instead of having to recreate everything to make o...

1 Answer

Scott Cory Last activity on 8/25/2022 4:34:56 PM by Mark Sayers

Edit/Delete time on a ticket

How do we edit or delete time that is entered on a ticket?

3 Answers

Danee Gunka Schwartz Last activity on 8/25/2022 2:59:16 PM by Danee Gunka Schwartz

Changing email addresses/usernames of all users on the platform

Hello!
The institution recently underwent a name change and in doing so, we're working on changing the email domain of all users.
In TDX, we currently have their username as their email address (@sjfc.edu).
We tested to see what would...

1 Answer

Samuel Becker Last activity on 8/25/2022 12:56:36 PM by Mark Sayers

Login History for Multiple users

Is there an easy way to get the last logged in date/time for multiple users at a time. I know i can pull it one by one per user but not efficient if I need to do this for 700 users.
Thanks

1 Answer

Cid Cardoz Last activity on 8/25/2022 9:15:32 AM by Cid Cardoz

Automation Rule that Parses Through Ticket Description

Would there be a way to create an automation rule or email monitor rule that parses through ticket descriptions (email bodies) to obtain a specific number or string?
We are using an asset management platform that automatically sends emails to...

1 Answer

Anderson Hanchett Last activity on 8/23/2022 4:27:32 PM by Mark Sayers

Include 'Thank you' button in ticket template that changes status of ticket?

We would like to give our clients a "Thank you, I'm all set!" button in the emails they get from the ticket system that will just ensure that the status of the ticket is closed. Is that possible? We have a number of our people who are very poli...

2 Answers

Carly Born Last activity on 8/23/2022 10:35:42 AM by Carly Born

Attribute Dependencies

I have a form and I want to have one parent and all the other attributes I create to be dependant on it. Based on what is selected from the parent attribute, I want several different attributes to appear. Do I have to create a dependency for eve...

1 Answer

Alex Oquendo Last activity on 8/22/2022 4:30:12 PM by Mark Sayers

Closing a Group of Calls at Once

We recently had an outage, many calls poured into the system. We would like to be able to place the calls in one group and be able to close based on one resolution. I have searched the KB and have found nothing to help with this problem. I know...

1 Answer

Denise Chaney-Parker Last activity on 8/22/2022 12:03:25 PM by David Tod

Filter Report Based on Difference Between 2 Fields

Hi all,
I'm trying to build a report that shows tickets where the Primary Responsible is different from the Resolve By without having to go to export. I Suspect this is not possible, but wanted to check in case I am missing something.
Che...

1 Answer

Damon Stennett Last activity on 8/22/2022 9:52:23 AM by Mark Sayers

Tags in Ticket Templates

Is there a way to make "Tags" available in a Ticket Template? We would like tickets created by a specific template to also have predefined tags and from what I am seeing when creating a new template is that Tags is not available, even though Tags...

2 Answers

Tom Birmingham Last activity on 11/15/2022 1:18:15 PM by Eric Guthrie

Refresh Button on HTML Modules

Just to confirm, we cannot remove the refresh button on an HMTL module without also removing the title?
Thanks, Tevis

1 Answer

Tevis Boulware Last activity on 8/19/2022 11:29:21 AM by Mark Sayers

Average # Of Tickets Resolved Per Time Period

Hi all,
Wondering how to create a report to show the average number of the tickets set to resolved in a given time period. I want to be able to determine AVG resolutions per week per group.
Any help is appreciated
Cheers,
Damon

1 Answer

Damon Stennett Last activity on 8/19/2022 10:09:12 AM by Mark Sayers

People Import Utility

We are wanting to use the utility program for uploading all the people in our organization. Is there a template or form that helps us know which fields are needed and the order of those fields. We are an on prem customer. Any additional inform...

1 Answer

Carolyn Kobus Last activity on 8/18/2022 4:48:24 PM by Mark Sayers

Response Template Formatting

With the release of the rich text editor for updates and comments in 11.5, is there a specific tag or another way for us to do basic HTML formatting in our ticket response templates? I tried adding bold with <b> tags but the system seemed t...

1 Answer

Steve Aker Last activity on 8/18/2022 4:31:43 PM by Mark Sayers

Searching Workflows for Approvers

Greetings!
I have a request to identify how many service requests we have in our system (and which ones) involve a certain approver. Is there an easy way to search the workflows to see which ones contain this user as an approver?
Thank yo...

1 Answer

Ted Stahl Last activity on 8/18/2022 12:09:30 PM by Mark Sayers

Power BI

Hello,
I was looking at the following article: Question Detail - Microsoft Power BI and TDX ... (teamdynamix.com) and was curious to see if we (North Idaho College) might be so lucky to be a Private Cloud 2 customer? Otherwise, is there ...

1 Answer

David Cheang Last activity on 8/18/2022 12:02:02 PM by Mark Sayers

What does the article reporting attribute "Read By" actually count?

Tried to find some info in KB and questions but couldn't. If already asked/answered I apologize.
Wondering specifically what does the "Read By" attribute measure for KB articles. Is it number of authenticated users that viewed the article? ...

1 Answer

Bill Harlan Last activity on 8/18/2022 10:09:45 AM by Mark Sayers

What is the default email sender in "Use the default email sender" in the Outbound Email Settings

Hi all,
We have an SMTP custom email sender set up in our environment, but the documentation as to why is incomplete. I'm trying to figure out why we would have an SMTP sender versus the "default email sender" and need to know what the "Defau...

1 Answer

Damon Stennett Last activity on 8/18/2022 9:39:27 AM by Mark Sayers

v11.5 TDNext search: multiple client portals

I do a search in TDNext and expect to see knowledge articles returned from two different client portal apps. I get results from only one - the default client portal app. Is this intended behavior?

1 Answer

Greg Van De Mark Last activity on 8/18/2022 8:54:17 AM by Mark Sayers

Time Types in waterfall project plans

Hello,
I may be missing something but is there a way to get Time Types to automatically be added to tasks in waterfall project plans?
Thank you,
Todd Simpson

1 Answer

Todd Simpson Last activity on 8/17/2022 4:13:13 PM by Mark Sayers

Requester Flags/Alerts

I'm looking for a way to alert a technician of a requester's status at ticket creation. We're already using Request Priority for our VIPs, but we need to another field that is visible in the little requester info box when creating a ticket.
...

1 Answer

John Anderson Last activity on 8/17/2022 2:00:51 PM by Mark Sayers

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