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General QuestionsGroup Member Report Filter
Is there any way to accomplish the following without having to search and insert every Group member in Filter 4?
Status Class is not one of [Completed, Cancelled, On Hold] Modified is less than the run date minus 1 week ...
Status Class is not one of [Completed, Cancelled, On Hold] Modified is less than the run date minus 1 week ...
1 Answer
Scott Cory
Last activity on 3/18/2022 10:15:00 AM by Mark Sayers
Automatically Update Ticket Statuses
Is there a way to automatically update the status a ticket upon the ticket being edited in certain ways?
For example, in the department I work in, when we get a new ticket, it comes into TDX as a "New" ticket. I would like the status of the ...
For example, in the department I work in, when we get a new ticket, it comes into TDX as a "New" ticket. I would like the status of the ...
1 Answer
Riley Fay
Last activity on 3/18/2022 9:38:55 AM by Mark Sayers
Are There Plans to Introduce Electronic Signature Capture in Forms?
Not allowing for signature collection is really holding us back in leveraging TDX across campus departments. The Adobe eSign integration still means that the signature is stored in Adobe's cloud and not with the rest of the form detail in TDX, ma...
1 Answer
Melody Chronister
Last activity on 3/18/2022 9:52:52 AM by Mark Sayers
Choice Step Details
I'd like to add a step to our "Request for Equipment" workflow that allows the technician to choose if the request is standard/pre-approved or non-standard (requires approval step). I thought I could accomplish this with a Choice Step, and inclu...
1 Answer
John Anderson
Last activity on 3/17/2022 10:29:04 AM by Mark Sayers
Access Survey Responses
I have technicians that are able to view all submitted survey responses. These users are in a role within the Ticketing app that has no survey permissions, including "Access Surveys". Is there a new setting somewhere that I am missing? I know w...
3 Answers
Danee Gunka Schwartz
Last activity on 3/16/2022 3:47:16 PM by Danee Gunka Schwartz
Survey question
Follow-up to the following survey question:
You can run a survey report from within the application that the survey was created. So if it was a ticketing survey, go into the ticketing application in TDNext and start a new Survey report. To ge...
You can run a survey report from within the application that the survey was created. So if it was a ticketing survey, go into the ticketing application in TDNext and start a new Survey report. To ge...
1 Answer
Lisa Mouser
Last activity on 3/15/2022 4:34:51 PM by Mark Sayers
TDX Status Page Feed to Slack Channel
Is there a way to have messages posted to the TeamDynamix status page (https://tdx.statuspage.io/) feed to a Slack channel?
1 Answer
Mike Schuster
Last activity on 3/15/2022 10:49:03 AM by Mark Sayers
Form accessible by link but not available under application forms
Hello,
There is a request form created by someone else previously, but that could not be found under 'forms' in the application admin portal - while still being accessible through its link. As it needs to be deactivated to avoid its unintenti...
There is a request form created by someone else previously, but that could not be found under 'forms' in the application admin portal - while still being accessible through its link. As it needs to be deactivated to avoid its unintenti...
1 Answer
Alaa Hassan
Last activity on 3/15/2022 10:07:55 AM by Mark Sayers
Report folder ownership
Hi there,
is there a way to take ownership of the report folder? We are trying to adjust the permission on the folders, but are unable to do so. It seems the owner is the only person who can make changes.
Thanks,
Jack
is there a way to take ownership of the report folder? We are trying to adjust the permission on the folders, but are unable to do so. It seems the owner is the only person who can make changes.
Thanks,
Jack
2 Answers
Jack Chou
Last activity on 12/13/2022 1:09:20 PM by Ann Edvaldsson
Configuration Item Owner Field Customization
Is there any way to customize the default "Owner" field in regards to Configuration Items?
Specifically, we're trying to create software CI's and when adding a the owner, who is typically an end user (non-employee/participant), we have to cli...
Specifically, we're trying to create software CI's and when adding a the owner, who is typically an end user (non-employee/participant), we have to cli...
1 Answer
Jacob Gladfelter
Last activity on 3/15/2022 8:56:24 AM by Mark Sayers
Distribute Tickets among Technicians in a Group
Hello! We have a group of technicians who will be responding to a high volume of tickets daily, and these tickets will be of the same type. In our previous ticketing system, a manager would bulk assign tickets to the team members (without regard ...
1 Answer
chelsea doyle
Last activity on 3/11/2022 3:54:23 PM by Mark Sayers
Automatic Asset IN use when assigning to a ticket
I think iPAAS is needed but wanted to see if there was anyway to make an asset in use automatically when assigned to a ticket?
1 Answer
James Richard
Last activity on 3/11/2022 2:25:11 PM by Mark Sayers
Assets under Contract
I see how to add an Asset to a Contract by selecting the Asset tab on the Contract. However, I have about 2000 assets to associate with an annual maintenance & support contract. Is there a way to automate the relationship between a contract...
1 Answer
Dave McKenna
Last activity on 3/10/2022 4:58:46 PM by Mark Sayers
Ticketing Application "Purpose"?
When creating a new (or editing) a ticketing application in TDAdmin, there is a pre-filled dropdown for "purpose" that requires selection. Is there any changes in behavior or functionality in TDX by choosing one of these over the other. Is it jus...
1 Answer
Anthony Nave
Last activity on 3/10/2022 4:45:21 PM by Mark Sayers
Workflow API Call to Obtain Ticket Description
Good morning:
I have looked over the Web API for workflows and it seems that there is no method for obtaining a ticket's description.
I want to create a workflow that will reassign tickets to other applications if they have particular key...
I have looked over the Web API for workflows and it seems that there is no method for obtaining a ticket's description.
I want to create a workflow that will reassign tickets to other applications if they have particular key...
1 Answer
Anderson Hanchett
Last activity on 3/9/2022 1:58:40 PM by Mark Sayers
Link to Ticket Calendar?
Is there a URL that we can use to link someone directly to the ticket calendar standard report in a ticketing application? It doesn't have the option to show details or grab a report URL like other reports from what I can see. Thanks!
1 Answer
Steve Aker
Last activity on 3/8/2022 1:41:36 PM by Mark Sayers
Retaining PDF Edits on Attachments to Tickets
Hello TDX Community - I am hoping you can provide some advice on how to retain PDF Edits to attachments on Tickets.
Scenario - We have a Form for our Procurement department in which we are routing contracts for review and approval through TDX...
Scenario - We have a Form for our Procurement department in which we are routing contracts for review and approval through TDX...
1 Answer
Nick Pearson
Last activity on 3/8/2022 5:47:15 PM by Bobby Jones
New Ticket Schedule
Does iPaaS support the creation of scheduled tickets? If so, which parameter must be set to enable the scheduled ticket?
1 Answer
Tyler Duncan
Last activity on 3/8/2022 10:11:07 AM by Mark Sayers
Ticket Tasks
What are the rules for determining whether a ticket task displays on the ticket details in TDNext? I thought it was until the task was assigned but it also seems to be date aware, too. Do these same rules apply to Maintenance Activity Tasks?
1 Answer
Bobby Jones
Last activity on 3/7/2022 3:54:20 PM by Mark Sayers
What is the version of Bitbucket that is supported?
I followed the instructions for setting up source control. When I use the instructions for Setting Up the Bitbucket Connection I do not see a trigger for Commit comment created . In the API response it seems to be looking for a different hook....
1 Answer
Jason Raveling
Last activity on 3/7/2022 11:39:37 AM by Mark Sayers
Workflow notification footer
In production, notifications generated in a workflow step have a footer about commenting with the ticket alphanumeric code. Can we customize the email to remove this?
e.g.
----TEAMDYNAMIX DO NOT ALTER OR REMOVE THIS CODE----
1tMH77...
e.g.
----TEAMDYNAMIX DO NOT ALTER OR REMOVE THIS CODE----
1tMH77...
1 Answer
David Tod
Last activity on 3/7/2022 10:51:56 AM by Mark Sayers
Ticket Assignment Control
We would like to limit which groups the members of our Help Desk group can assign tickets to. Is this possible?
1 Answer
Gary Young
Last activity on 3/7/2022 10:45:31 AM by Mark Sayers
Email replies monitor add comment by itself
Hi there,
sometimes, when a technician adds a comment in the ticket app, the email replies monitor append another comment (looks like a text version of the reply sent to the requestor) afterward.
Is there a way why this happening? It seem...
sometimes, when a technician adds a comment in the ticket app, the email replies monitor append another comment (looks like a text version of the reply sent to the requestor) afterward.
Is there a way why this happening? It seem...
2 Answers
Restrict technician ability to Create/Set Parent
Hello,
We have a role for restricted technician that only allows them to update tickets that they are assigned. However, they still have the ability on any ticket to create and set parents (Problem, Change) that they can then cascade updates ...
We have a role for restricted technician that only allows them to update tickets that they are assigned. However, they still have the ability on any ticket to create and set parents (Problem, Change) that they can then cascade updates ...
1 Answer
Anthony Nave
Last activity on 3/2/2022 1:08:59 PM by Mark Sayers
How to give permission to create a new project
Hi,
We assigned the projects/workspaces application (among others) to one of our users, however she is not able to create a new project. It does not show up as an option when she selects +New. She only sees Risk, Issue, Event, Report and Repo...
We assigned the projects/workspaces application (among others) to one of our users, however she is not able to create a new project. It does not show up as an option when she selects +New. She only sees Risk, Issue, Event, Report and Repo...
1 Answer
Gretchen Cannon
Last activity on 3/1/2022 3:07:30 PM by Mark Sayers