How can we determine all Analysis reports to which a User Group has been granted visibility?

We're wanting to clean up some Groups, and suspect that several aren't being used to grant visibility to specific Analysis reports. Is there any way to see all reports for which a Group has been given visibility to determine if we can safely dele...
1 Answer
Shane L. Colter Last activity on 5/16/2022 4:16:04 PM by Mark Sayers

Project Intake Custom Attributes section


I am trying to create a project intake process for our campus.

I wanted to create custom attribute sections, as I have seen other campuses do in their videos. Ideally, I'd like to have a custom section called Project Details. ...
1 Answer
Martha Smiley Last activity on 5/16/2022 3:07:20 PM by Mark Sayers

using "in process" when ticket work completed immediately

In situations where a TDX user is completing work on a ticket immediately and then resolving it, is there any point to setting the status to "in process" and then to "completed" (or resolved) immediately after that? The SLA will be fulfilled if t...
1 Answer
Becky Klein Last activity on 5/16/2022 2:51:22 PM by Mark Sayers

Group Add/Remove Permissions

What permissions are needed to grant someone the ability to create and modify new groups?
1 Answer
Ty Peavey Last activity on 5/16/2022 11:02:32 AM by Mark Sayers

People Records Update

We're running a nightly update on our People records and are seeing the import file in the "Submitted" log folder showing employees with their new Acct/Dept, but the actual People app record still reflects their old Acct/Dept. There is nothing i...
1 Answer
Jack Gallemore Last activity on 5/16/2022 10:48:06 AM by Mark Sayers

Granting Admin Access to Specific Applications

Is it possible to allow a user to use the Admin tool to only perform admin duties on specific applications? We are adding a new ticketing application and I want to have an admin for that ticket application and the associated portal application. ...
1 Answer
John Parker Last activity on 5/13/2022 3:22:00 PM by Mark Sayers

iPaaS: Control - Continue

Is there a control for continuing? For instance, if a step/connector fails, what control be used to continue to the next step?
1 Answer
Tyler Duncan Last activity on 5/13/2022 11:01:32 AM by David Tod

Need the Project Templates app on TDNext

I am an admin user, along with my co-worker, Michelle Rockwitz. She has the 'Project Templates' option on TDNext and I do not. How do I get this option set up for me?
Gretchen Cannon
1 Answer
Gretchen Cannon Last activity on 5/17/2022 4:19:30 PM by Mark Sayers

TDWebAPI question. When trying post a task I get the following error

User Richard Rodriquez cannot modify time on Task 9412 due to a permissions restriction where they can only add time on tasks they are assigned to. Is there a permission where we can allow this. Project managers update user tasks all the time. O...
1 Answer
Richard Rodriquez Last activity on 5/13/2022 9:20:03 AM by Mark Sayers

TimeAccountNotFound error while adding tasks via TDX web API.

Hello I am adding a TFS task via the TDS web API but I am getting the following error. What does this error actually mean. Am I missing something? "Time account 2 was not found for use with the item time entry 0" The TDX error code is "TimeA...
1 Answer
Richard Rodriquez Last activity on 5/13/2022 9:29:00 AM by Mark Sayers

"New" TDX Connectors in iPaaS data

the other day I created new connectors for TDX in iPaaS since there has been a change and I think are supposed to be automatically updated with new changes. I am using the ticket connector for a new flow and I noticed there are no look...
1 Answer
David Mitchell Last activity on 5/11/2022 4:58:20 PM by Mark Sayers

Deleting requests in bulk

Is there a way to delete requests in bulk? We are about to begin testing for a project but don't want other requests entered in Sandbox to be present during our test. I know on the back end if you click on "Tickets" you can delete the requests on...
1 Answer
Gabriela Barragan Last activity on 5/11/2022 9:18:57 AM by Mark Sayers

iPaaS Send Form Notification

iPaaS is very new to me. Has anyone used the Send Form step in iPaaS? I've read the KB articles on it and sending notifications, but I have not figured this out yet. I'm attempting to configure the Custom SMTP notification method, but I am real...
1 Answer
Monica Crawford Last activity on 5/10/2022 5:40:41 PM by Carrie Willis

Security - Application Specific Administrator vs Full Administrator

I’m looking for security permissions information/suggestions. How are administrator permissions given for a specific application without giving full administrator rights/permissions to our entire TeamDynamix environment? Here are spe...
1 Answer
Jennifer Stilwell Last activity on 5/10/2022 10:00:28 AM by Mark Sayers

iPaaS Flow: Sync TDX Tickets to Jira issues

Good Afternoon:
One of the groups we support uses Jira for some of their project management requirements. I was looking at the iPaaS Flow Templates here:
1 Answer
Bugsy Douglass Last activity on 5/10/2022 9:54:47 AM by William Cochran

Estimated hours - assigning partial hours to a given request/ticket type

I am trying to use the Estimated Hours field for a subset of tickets to provide some benchmarks for our current capacity. We have not implemented resource management yet and actual hours time tracking at the ticket level is not really beneficial...
1 Answer
Melinda Mattox Last activity on 5/9/2022 10:14:04 AM by Mark Sayers

Ticket follow up

In our previous ticketing system we had an option to set a ticket follow up date so you could actually close a completed ticket to get it out of your queue but have it re-open after a set amount of time (days, weeks, months, custom d...
1 Answer
Jon Lehner Last activity on 5/6/2022 10:52:39 AM by Andrey Little


This is probably a strange question, but what would be the address for our sandbox. I use it so infrequently, that I cannot remember and I am being asked for it.
1 Answer
Mathew Chandler Last activity on 5/5/2022 3:15:42 PM by Mark Sayers

Can the box to "Make comments private" on issue updates default to unchecked?

Hello, currently when we update issues the box in the comments field for making the comments private is automatically checked. Is there a way to make this default to not be checked?
1 Answer
Leah deVries Last activity on 5/5/2022 3:14:21 PM by Mark Sayers

Weird Report Filter Error

Please see the following screen capture, but when we filter a report by columns some of the rows disappear.

Any ideas?
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 5/5/2022 10:28:05 AM by Mark Sayers

Email Notification "From" Address

Please see the attached screen captures, but from what I understand of the Outboard Email Settings that if the Display Name is left blank:

"When blank the system normally marks the display name as the name of the user who initiated the notif...
1 Answer
Tevis Boulware Last activity on 5/4/2022 4:53:55 PM by Mark Sayers

Authentication Failures?

Hello, we use SSO through Shibboleth and we get occasional sign-on errors (typically a user issue), and when this happens the user gets the following error:
The system encount...
1 Answer
Tevis Boulware Last activity on 5/4/2022 1:00:23 PM by Mark Sayers

Automated Ticket Creation from and Excel File

It is possible to create a ticket from an Excel spreadsheet using the interface .../Tickets/Import/TicketImportWizard.1.aspx
Is there an API we could use that will import a spreadsheet generated by a different system and create a ticket from...
1 Answer
Scott Cory Last activity on 5/4/2022 12:57:19 PM by Mark Sayers

How Ticket Source Information is Assigned

Good morning,
I cannot find any definitive information on how a source is applied to a ticket. I set up source via shared settings, but I'm not sure if at any time sources are applied automatically, or if they are all manually selected by the...
1 Answer
Debra Hitch Last activity on 5/4/2022 11:13:31 AM by Mark Sayers

iPaas smtp configuration

Has anyone configured sending iPaas notification emails through Google Workspace ( or Any guidance on how to set it up and authenticate it, if so?
1 Answer
David Tod Last activity on 5/4/2022 11:19:13 AM by David Tod

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