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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: teamdynamix.com/TDNext/Home/Desktop/Default.aspx

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 (teamdynamix.com/TDNext/Home/Desktop...
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

View Pending Approval Steps

Hello,
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

Hello,
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

Hello,

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

Hi,
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:
https://mydomain.teamdynamix.com/TDClient/30/Portal/Requests/TicketRequests/NewForm?ID=czv4Fxr7fgI_&RequestorType=Service
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

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