View Pending Approval Steps

Someone who is an approver in a range of workflows is on leave. I'm trying to find an easy way to have a report or some view of all the pending approval steps assigned to this user, this would be across multiple applications. I was th...
1 Answer
Annie Kujawa Last activity on 4/7/2022 5:00:04 PM by Mark Sayers

Line Chart Question

Good afternoon all,
Is it possible to increase the size of this line chart attached, or maybe reduce the amount of fields present to increase readability?
1 Answer
Bryan Weist Last activity on 4/7/2022 3:46:20 PM by Mark Sayers

For a ticket there are basically two access levels. Customer and Technician. What's a good way to have three layers?

We would like some people to enter a form when hiring people - hours per week etc. And another layer of department manager people to be able to add additional more sensitive fields and the final layer would be Tecnicians with access to everything...
1 Answer
Michael Lopez Last activity on 4/7/2022 2:54:34 PM by Mark Sayers

Notification to Users with Same "Reports To" Attrib

Is there a good way to generate a notification via workflow to all users with the same manager (reports to)?

It's easy to send a notification to a user's manager but not the other way around.
Let me know if there is a smart way to do thi...
1 Answer
Naomi Langston Last activity on 4/7/2022 1:29:03 PM by Mark Sayers

Popup vs tab

It it possible to have tickets and assets open in a new tab rather than a popup window by default (rather than a right-click)? We were watching a demo from another company and it appears all their assets and calls were opening in tabs rather tha...
1 Answer
John Shearer Last activity on 4/7/2022 11:54:02 AM by Mark Sayers

Report Delivery Email

Is it possible to customize the email template used for Report Delivery?
1 Answer
Bobby Jones Last activity on 4/6/2022 3:32:29 PM by Mark Sayers

Remove resource approval requirement for CIO

Hi - I am trying to remove the project resource approval requirement for our CIO, but can't find the setting to remove that. We don't want him to have to approve every time we add a project resource who reports to him. I don't see anything in Res...
1 Answer
Gretchen Cannon Last activity on 4/5/2022 11:16:34 AM by Gretchen Cannon

Can you disable tagging?

Our organization would like to disable tagging, particularly on the Customer Portal. Is this an option?
Given the search options within TDNext and TDClient, we aren't finding the tagging system necessary. If we can't turn off this feature, wh...
1 Answer
Abigail Ferguson Last activity on 4/5/2022 9:39:41 AM by Mark Sayers

Data Center Inventory Relationship and Configuration Items

We are looking into our infrastructure asset application, and we are curious to learn if TeamDynamix has a way to map server clusters to virtual machines, as well as map what are on the virtual machines we are mapping? I assume that we...
1 Answer
Em Charny Last activity on 4/7/2022 2:37:55 PM by Mark Sayers

SSO > Deep link

Good afternoon all,
We are using SSO, when user's get directed to the SSO page after clicking a ticket link they are then directed to the TDNext Service Desk console. They are then able to click the link and go to the ticket. The issue we ...
2 Answers
Bryan Weist Last activity on 4/4/2022 4:40:24 PM by Bryan Weist

Setting a maximum character count

I was curious, we have a request to see if we can limit character's in a text box (Large one). Is this possible ?
1 Answer
Bryan Weist Last activity on 4/4/2022 10:14:24 AM by Mark Sayers

Recategorizing Knowledge Base Articles


I am wondering if there is a way for me to recategorize multiple Knowledge Base articles at the same time? For example, say I have a handful of articles assigned to category = Finance and I want to pull anything assigned to category =...
1 Answer
Katelin Anderson Last activity on 4/4/2022 9:49:26 AM by Mark Sayers

Adobe Sign Integration

Hello, TDX Community:
I am hoping to build a workflow in TDX that will automatically pull Adobe Sign agreements (in PDF format) and attach them to tickets upon their completion.
I wanted to ask if there was a known library, Web API, or ot...
1 Answer
Anderson Hanchett Last activity on 4/4/2022 9:13:15 AM by Mark Sayers

Protecting bearer tokens

We're wanting to integrate with Ellucian Ethos Integration, which uses BEARER authorization headers to authenticate. So far the only way I've found to do this in the TDX iPaaS leaves the token in plaintext, which means that anyone with access to ...
1 Answer
Christopher Myers Last activity on 4/1/2022 1:56:55 PM by Mark Sayers

Middle Name - People

I have found another question from 7 years ago on this same subject and wanted to follow-up to see if there have been any changes since then.
We would like to be able to include Middle Name in the Display Name on a ticket on a user by user b...
1 Answer
Jordan Van Pelt Last activity on 4/1/2022 11:56:01 AM by Mark Sayers

CardWall question

Some card wall questions.
In the card-wall is there a way to make a parent/roll up task and assign it sub-tasks so that the sub-tasks can be assigned to different people [the current sub-tasks on a task do not allow you to assign tha...
1 Answer
David Marcinkowski Last activity on 4/1/2022 11:30:20 AM by Mark Sayers

A change in handling of required attributes with defaults

We have an attribute that is set to "Editable and Required" for TDNext. We also have a default dropdown selection set with the default enabled option selected. When filling out the form in TDNext we see the default show up in the form but the a...
1 Answer
Danee Gunka Schwartz Last activity on 3/31/2022 2:49:46 PM by Danee Gunka Schwartz

Desktop Organization Options - Custom Reports and Widget Filters

TDNext Question: As someone who has access to and processes tickets/service requests in two different applications, I've been looking for a way to unify information about tickets/tasks to which I'm assigned and actively engaged with. So far, the ...
1 Answer
Matt Voegeli Last activity on 3/31/2022 3:01:27 PM by Mark Sayers

Webmethod to Re-assign a Workflow - 2022

Hi, I know Tevis Boulware asked a similar in a question back in 2022 but I thought I'd see if there's been an update since then: Is it possible with a web method in an active ticket workflow to remove the currently assigned workflow a...
1 Answer
Erin Tramble Last activity on 3/30/2022 10:43:48 AM by Mark Sayers

Update Test field using PATCH web service

I know I can update a single field using a PATCH call and use the operator "Replace". Is there a way to append text onto the end of existing text in a text field?
I have a workflow with several web services that are making child tickets under...
1 Answer
Nathaniel Obee Last activity on 3/29/2022 4:45:00 PM by Mark Sayers

Adding arguments to URL string for new ticket form

Right now, if I type in a URL like this:
It takes me to a new ticket form for a specific Service, which is prett...
1 Answer
Sean McCoy Last activity on 3/29/2022 11:49:10 AM by Mark Sayers

MS Teams & TDX

One of our TDX users wanted me to ask if the following would be possible to do using MS Teams & TDX.
1) User enters a date in a date field
2) On submit, TDX sends the value of the date field and the link to the ticket to Teams. Teams t...
1 Answer
Ann Edvaldsson Last activity on 3/29/2022 11:13:35 AM by Mark Sayers

In iPaaS, can we return a table of data from a flow to a form and update elements on the form based on table data?

We are wondering if we can return a table of data form an iPaaS flow to a form, and then, based on different cells in the table, set different conditions? What we're thinking through is how to have a few different data items be returned to a form...
1 Answer
Jason Pelletier Last activity on 3/28/2022 3:38:11 PM by Mark Sayers

Ticket 20000000

Similar to this question and this question , who got ticket 20000000?
(I wanted to wait until 100000000 but I don't think I'll make it.)
1 Answer
Greg Van De Mark Last activity on 3/28/2022 2:54:37 PM by Mark Sayers

How to find images for KB articles?

When adding images to KB articles, we always select the option to upload them to the server. How do I navigate and see those images? I'd prefer to avoid duplicating them.
1 Answer
Becky Klein Last activity on 3/28/2022 11:58:55 AM by Mark Sayers

Popular Tags