Questions

Workflow need to compare requestor and approver

Hi,
I have a current workflow and need to add a step to check to see if the person who requested a purchase service is the approver. Accounting laws don't permit these to be the same person, but I can't see to find a workflow step that woul...

1 Answer

Greg Serafinus Last activity on 8/14/2024 4:41:10 PM by Brittany Renn

Viewing old time cards for resources I approve time for

Good afternoon!
I have a customer asking me how he can view all of the old time cards for the resources he approves time for. I did a lot of checking and testing (for example Analysis>Actual Hrs Report, but it is only "close. He wants to ...

1 Answer

Eugene McGeehan Last activity on 8/14/2024 3:41:46 PM by Brittany Renn

Cancelled projects

Hello,
I've had a question today that I was hoping you could help with. I tried looking through KBs but want to make sure. I was asked if a project can be cancelled and reopened at a later date. They want to make sure that the project keep...

2 Answers

Danee Gunka Schwartz Last activity on 8/15/2024 8:30:26 AM by Danee Gunka Schwartz

Can I get a list of who has read a Knowledge Article?

I see the count of reads, but not who... Can I get a list of who has read a Knowledge Article?

2 Answers

Annie Wilson Last activity on 8/14/2024 11:42:30 AM by Mark Sayers

CAI Overview calculations

Is there a document explaining how the Conversations Last 7 Days number is calculated? Does this number include conversations for the current day plus the past 6 days' conversations, or is it for the last 7 days not including today's numbers? Th...

1 Answer

Joey Ware-Furlow Last activity on 8/19/2024 1:25:01 PM by Mark Sayers

Recover Deleted Template

Is it possible to recover a deleted template in iPaaS?

1 Answer

Abelardo Huereque Last activity on 8/13/2024 4:29:16 PM by Mark Sayers

How to "promote" a service request to a change?

I've set up a workflow for our change requests, and by looking at the Change Management documentation, this changes them automatically to a Service Request.
The documentation says, "In the past, service requests in TeamDynamix represented any...

1 Answer

Kay Masters Last activity on 8/13/2024 3:38:39 PM by Mark Sayers

Setting default options for Multiselect Listbox on iPaaS form

I have a form that has a multiselect Listbox. I want the form to be able default to different combinations of options based on different fields on the form. How do I get it to do that? To make it simple I've got example choices for a,b,c, and d ...

1 Answer

Andrew Dzierla Last activity on 8/16/2024 9:06:52 AM by Mark Sayers

Any movement on Plans to Introduce Electronic Signature Capture in Forms

I see requests for this feature a few years ago, and was wondering if there was anything new to report?
It seems there is still an ever growing need for this functionality.

1 Answer

Will Tonkin Last activity on 8/13/2024 12:55:22 PM by Brittany Renn

iPaaS form

Is there a way to create a person field on an iPaaS form that works like the one on TDx forms?

1 Answer

JAMES HOUSEHOLDER Last activity on 8/13/2024 2:32:12 PM by Mark Sayers

Returning custom attribute combobox values from iPaaS flow to dynamic form

I have a couple of custom attributes to that we've created that I need to be able to populate the values selected back into a combobox in a dynamic form. For example the custom attribute lets you select any combination of (text||value) [Home||1, ...

1 Answer

Andrew Dzierla Last activity on 8/13/2024 10:20:48 AM by Andrew Dzierla

TDX Collector Service will not run

The TDX Asset Discovery Scanner Service on our server will not start automatically nor will it continue running when manually started.
Several error messages appear in the TDX Discovery Manager.
Any ideas for solutions? Thanks.

2 Answers

Andrew Brunetto Last activity on 8/14/2024 11:06:14 AM by Andrew Brunetto

Embedding Microsoft Stream/SharePoint Videos into KBs

Hi TeamDynamix,
Is it possible to embed videos into knowledge articles, where the video source is Microsoft SharePoint / Microsoft Stream (or even Kaltura?).
If we adjust our HTML content allow lists, could we achieve the same result as y...

1 Answer

Stephen Wichuk Last activity on 8/13/2024 9:52:16 AM by Brittany Renn

Generating Access Token with Service Account

Hello,
I am currently working on adding a workflow web service with MSGraph so that I can post messages to teams. I had originally used my own account to generate the access token for testing purposes but am now trying to generate the token f...

1 Answer

Tuscun McFarlen Last activity on 8/12/2024 2:24:33 PM by Brittany Renn

iPaaS Excel Attachment to Temp File

I have an excel file that I am attaching to an iPaaS form. The form is triggering an iPaaS Flow. I am able to get the data outputted to a temp file, and then I'm able to send the temp file to a windows file share. However, it appears that the ...

1 Answer

Thomas Stockwell Last activity on 8/12/2024 3:33:23 PM by Michael Ligouri

Sandbox Access

Hi,
Is there a setting wherein a particular security role cannot create tickets in sandbox? If I made them client licences, would they still be able to view test tickets that I send through?

1 Answer

Sheila McBride Last activity on 8/9/2024 9:19:52 AM by Brittany Renn

Data Collected Using Custom Attributes

If we have old custom attributes in an application and the attributes are no longer being used in any forms, what happens if an old custom attribute is permanently deleted from the application?
Thank you, Jim

1 Answer

Jim Robison Last activity on 8/8/2024 4:30:10 PM by Brittany Renn

Report filter prompts on desktops

Hi,
I have several reports that have optional prompts for filters. When I put these reports on a desktop, the prompts do not appear. Is there a way to have the prompts appear? The reports would be more useful on a desktop if people could use ...

1 Answer

Darlene Palmer Last activity on 8/8/2024 9:11:58 AM by Brittany Renn

Read-only Card Wall (new feature in 11.9)

Hello!
We need to share a project card wall with some folks that are not part of the larger project. I see that in 11.9 i can do that, but I can't figure out what the process is. Any advice?

Thanks!
Eugene

1 Answer

Eugene McGeehan Last activity on 8/12/2024 12:43:55 PM by Brittany Renn

SSO Error

Hello, please see below. I am configuring Single Sign On for the first time and using a form, but when I configure SSO, I get a Single Sign On error from the form, as well as when I log into IPaaS from my default browser. If I go incognito, I d...

1 Answer

Tevis Boulware Last activity on 8/8/2024 11:21:55 AM by Jordyn Mancini

iPaaS TDX Connectors

Do the prebuilt connectors for TDX in iPaaS automatically handle API operation limits for TDX and pause where necessary or will a flow fail if the number of calls to an API has exceeded it's limit?

1 Answer

Jim Lucas Last activity on 8/6/2024 12:49:17 PM by Mark Sayers

Ticket Reports

Hello,
I would like to be able to make a report that will only show tickets that are assigned to a group rather than showing tickets and ticket tasks that are assigned to a group. Is that possible?
We currently have it showing tickets and...

2 Answers

Miranda Bielecki Last activity on 8/6/2024 2:04:35 PM by Miranda Bielecki

TDX API

It appears there is no API call to create a new ticketing application, correct? Is that something that was ever suggested or thought about?
The reason I ask is that there are quite a few steps to get users/security roles/groups set up in a n...

1 Answer

Jim Lucas Last activity on 8/5/2024 3:28:57 PM by Mark Sayers

Update Portfolio and/or Program on Project via API

Is possible to update the Portfolio or Program associated with a project using the API? I don't see this in the Project API documentation, but wasn't sure I was just missing it or it is in a different API.

1 Answer

Corrine Knox Last activity on 8/2/2024 4:04:39 PM by Brittany Renn

Create a report of all groups and their descriptions?

Hi,
Is it possible to create a report that returns a list of groups and each group's description?
Working on creating training information and I'd rather be able to leverage the existing data with a report instead of needing to maintain ...

2 Answers

Zoë Crabtree Last activity on 8/2/2024 3:47:28 PM by Mark Sayers

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