Ability to Edit PPM Waterfall Plans

Are technicians able to edit PPM waterfall plans? I have a technician who is the manager of the project and can make updates to the feed but cannot edit the waterfall plan. He can see it but doesn't have the ability to check it out for editing.
1 Answer
Derrick Hargrove Last activity on 4/22/2022 2:09:26 PM by Mark Sayers

Can you attach an email using the Email Monitor

Hi folks,
Is there a way to configure an Email Monitor rule so that the email message itself is attached to the created ticket? I understand we can configure the rule to attach an email attachments to the ticket, but we would like to attach t...
2 Answers
Erin Tramble Last activity on 4/22/2022 11:51:57 AM by Erin Tramble

Program Manager Permissons

With the enabled a permissions, a Portfolio Manager can edit all projects within their Portfolio. Can a Program Manager edit all of the projects within their Program?
Because Program Manager is a required field, is it used for notifications o...
1 Answer
Bobby Jones Last activity on 4/22/2022 10:49:37 AM by Mark Sayers

reassociating attributes

Is there any way to combine/reassociate attributes, like is possible with services/forms? I've recently consolidated our service catalog and forms, and would like to clean up the attributes I’ve deactivated for a cleaner db. However, I’m worried ...
1 Answer
Becky Klein Last activity on 4/22/2022 11:54:24 AM by Mark Sayers

Primary and Secondary Buttons

While I should know this, what are the primary and secondary buttons in the Portal Styles? I can't seem to find any objects in the portal that are affected by the Primary and Secondary Button style settings.
Thanks, Tevis
1 Answer
Tevis Boulware Last activity on 4/22/2022 12:10:37 PM by Mark Sayers

Updates for items such as Tasks, Issues and Files in project feed

Is there a way for a portfolio manager or an admin to see updates for items such as Tasks, Issues and Files in a project feed - rather than only seeing project-level updates? That would be very efficient and somehow similar to how a pr...
1 Answer
Alaa Hassan Last activity on 4/22/2022 1:53:44 PM by Mark Sayers

How does Close Ticket Tasks query work?

Hello, I've tried searching existing questions but cannot find one that exactly addresses an issue brought to me by one of our team members.
When resolving a ticket that has open tasks, we are presented with the query Close Ticket Tasks? The ...
1 Answer
Persephone McNair Last activity on 4/22/2022 3:04:26 PM by Mark Sayers

Create a Report on Asset Feed

This question may have already been answered for the Ticket Feed. Is it possible to create a report from an Asset Feed?
1 Answer
Tyler Duncan Last activity on 4/19/2022 10:00:54 AM by Mark Sayers

Asset Application Default Portal

We are in the process of on-boarding our Facilities area and we are looking to add an asset application alongside the ticketing application. Is there a way to have an Asset application to default to a specific application?
1 Answer
Tyler Duncan Last activity on 4/18/2022 3:46:16 PM by Mark Sayers

Ticket Response Report

We created a ticket response report, but it is not working as we expected. We want to know how long it takes from the time a ticket is created to the time of the first response to the ticket. We set up the report using "Create to Initial Respond ...
1 Answer
Pamela Cunha Last activity on 4/18/2022 3:13:10 PM by Mark Sayers

Desktop Templates

What drives behind the scenes what gets rolled up into Desktop Template configuration choices under the Tickets bucket? We have different groups defined, and I'd like to roll up Tickets/ Assigned to my Group as a choice in the Desktop Template. ...
1 Answer
Katie Hayes Last activity on 4/18/2022 2:04:51 PM by Mark Sayers

Connecting to TDX report in Analysis using iPaaS Get Report Connector

I am trying to connect to a TDX report in my iPaaS flow but the ReportID taken directly from the report is not working. In TDX I am able to connect to reports under IT Tickets but am not able to connect to the reports under Analysis. Is there a s...
1 Answer
Owen Campbell Last activity on 4/15/2022 10:16:44 AM by Christasia Bloom

Report API Permissions

Using our Admin Service account for TDX Integrations, I am able to run reports using the API, "GET.../reports/{id}?withData={withData}&dataSortExpression={dataSortExpression}" but only for reports that are viewable to all.
When I try to...
1 Answer
Bobby Jones Last activity on 4/15/2022 10:57:09 AM by Christasia Bloom

Workflow Task Notifications

Hello there, I want to confirm the following before making a change:
If the " Notify Responsible or Reviewer when a user comments on a ticket " setting is enabled, a notification will automatically be sent to the responsible or reviewing reso...
1 Answer
Tevis Boulware Last activity on 4/18/2022 9:25:22 AM by Mark Sayers

Web Service Step Completion

I was looking through the documentation but couldn't find an answer to the following question - A Web Service Step in a workflow will always wait for a response, be it a successful 200 code or any other information, from the server bef...
1 Answer
Trent Urness Last activity on 4/13/2022 3:29:22 PM by Mark Sayers

Service/Service Offering not appearing in list of services in form

Hi there,
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
1 Answer
Damon Stennett Last activity on 4/13/2022 2:06:32 PM by Mark Sayers

Create new department using Postman

is there a way using Postman to test api settings and create a new department? I would do this in the sandbox for testing purposes.
1 Answer
Kirk McCoskey Last activity on 4/13/2022 1:50:24 PM by Mark Sayers

Ticket Calendar - View Scheduled time and Responsibility

My office schedules and assigns computer replacements for our techs to handle - when viewing the "Ticket Calendar", it only displays the title of the request (which are all the same). I need to go to the calendar and be able to see the start time...
1 Answer
Lou G. Last activity on 4/18/2022 2:57:48 PM by Kelsie Curtis

Attempting to deactivate account / department

I'm using the TeamDynamix c# API for imports and one of my tasks is to deactivate a department. There is an api.CreateAccount function and an api.UpdateAccount function in the c# code, but both are acting like they're trying to create. They bot...
1 Answer
Kirk McCoskey Last activity on 4/12/2022 2:13:55 PM by Mark Sayers

api/auth endpoint responding with SAML request instead of bearer token

Hello, hope everyone is doing well!
I am attempting to authenticate to the API by invoking the endpoint at api/auth (I have also tried api/auth/login and api/auth/loginadmin
However, instead of responding with the bearer token, it respond...
1 Answer
Tamara Buch Last activity on 4/12/2022 12:53:12 PM by Mark Sayers

Analysis Reports and API

I've got an Actual Hours report in my Analysis section for a specified time period that I'd like to call in the API. I'm not seeing anything in the documentation about getting these saved reports using the Report ID, like I can with t...
1 Answer
Pamela Jordan Last activity on 4/11/2022 12:01:44 PM by Mark Sayers

Custom Attribute Date Picker

Hi all! We have created a custom attribute to capture date of birth and selected "Date Picker" as the attribute type. When using the form on the Client Portal, the year only goes back to 2012. If you type in an earlier year, the list will reori...
1 Answer
chelsea doyle Last activity on 4/11/2022 11:33:33 AM by Mark Sayers

Change Default Ticket View For Default "Tickets" page:

Tickets assigned to "Finance" are dominating our ticket board. Can I edit the default Tickets view to exclude the Finance group? I know I can make a custom report, but I want to change the default ticket view (
1 Answer
Ryan Clarke Last activity on 4/11/2022 11:39:41 AM by Mark Sayers

Add latest "Feed" comment as a column

My company moved over to TeamDynamix ticketing system from Web Help Desk recently. I manage/assign my office's ticket queue and one thing I am trying to get to work on this new system is to get my reports to show the latest "comment" in the Feed ...
1 Answer
Lou G. Last activity on 4/11/2022 2:12:52 PM by Kelsie Curtis

Web Service method missing Body and Parameters after importing workflow.

I have been doing some Workflow work with many different methods to create child tickets. They were working fine before exporting the workflow in preparation for the April Sandbox Refresh. After the Refresh I imported the workflow fromt he JSON f...
1 Answer
Nathaniel Obee Last activity on 4/8/2022 9:23:41 AM by Mark Sayers

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