Questions

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

Adding a User as a project resource.

I have a person who is reporting that there are two people he would like to add as resources but are unable to find them to add them. I don't see anything that would prevent them from being found to be added, but I would like to review KB article...

1 Answer

Mathew Chandler Last activity on 3/28/2022 11:49:21 AM by Mark Sayers

How to provide a link to a client's ticket for their reference

Is there a way to display a client portal link to a ticket that you're viewing in TDNext?
One of my colleagues said, "I was in TDNEXT and I grabbed a link to a ticket and pasted it into an e-mail for reference for a client. When the client...

2 Answers

Mike Schuster Last activity on 4/6/2022 12:42:57 PM by Jonathan Kewley

Sending workflow email notifications ".. #" of days prior to expiration of a form attribute

Is there a way in TD to send workflow notifications a specified number of days prior to a set expiration date that will be pulled from a form?

Example, send notification to a group 45, 30, and 15 days to expiration.

2 Answers

Hermandez Wynn Last activity on 3/25/2022 10:22:42 AM by Hermandez Wynn

iPaaS form link questions

Hello,

yesterday in the iPaaS webinar, it was mentioned you can send people iPaaS form links or put them on webpages, etc.... Where does one get the form link from? I know how to email it via a flow, but how can I get the static link? I...

1 Answer

David Mitchell Last activity on 3/24/2022 1:02:20 PM by Mark Sayers

TeamDynamix Authentication and Authorizartion

I've used the .net c# utility to import people into TeamDynamix, but now my process is going to move to a linux environment, so I need a different way of getting this to work. How can that be done? In the c# project, the import is accomplished ...

1 Answer

Kirk McCoskey Last activity on 3/9/2022 2:19:50 PM by Kirk McCoskey

Update Locks on Tickets/Tasks

I am a huge fan of being able to see who is viewing/editing/updating a ticket. This feature is great when I remember to look at this. Is there a way to "lock" the ticket during updates, so that no other users can edit/update the ticket? I have ha...

1 Answer

Triston Martin Last activity on 3/24/2022 9:51:39 AM by Mark Sayers

Storage Limit on Briefcases

How much storage is allowed for briefcase files and folders in TDX PPM?

1 Answer

Derrick Hargrove Last activity on 3/23/2022 10:43:15 AM by Mark Sayers

Cart feature

Does TDX have an ability to have any semblance of a cart/shopping cart feature where a user could add items and check out?
Thanks,
Robert

1 Answer

Robert Kelly Last activity on 3/23/2022 10:18:53 AM by Mark Sayers

Move Attchment from Ticket to another location

Hello,
In iPaaS, is it possible to get an attachment from a ticket in TDX and save it to a local file server? I see the "Get Attachment Content" in the Ticket connector but is it possible to grab the file and move it via the Windows File Serv...

1 Answer

David Mitchell Last activity on 3/23/2022 11:11:56 AM by Mark Sayers

Service field on Tickets

When typing in the 'service' field on tickets to look for a service, is there any ranking or weighting to the results that appear?
For example, we have a service of 'Software' that has various service offerings tied to it. When a technician ...

1 Answer

Julie Neville Last activity on 3/22/2022 4:49:08 PM by Mark Sayers

Audit Log for Viewing Attachments on Tickets

Hello,
As our organization uses TDX with ePHI bound by HIPAA, we have several protected attributes that we use. But attachments don't seem to have any protection functionality. Is there a way to audit in TDX who viewed or downloaded an attach...

1 Answer

Anthony Nave Last activity on 3/23/2022 9:36:21 AM by Mark Sayers

Notification Default Settings for Ticket Udpates/Edits/Comments

I have noticed that by default not many people are selected when I update/edit/comment on a ticket to receive a notification. When I "Update" a ticket, the "Requestor" is by default in the "Notify" section. Are we able to customize who is notifie...

1 Answer

Triston Martin Last activity on 3/22/2022 2:59:55 PM by Mark Sayers

Project Time summary report

Hi,
We have been trying to find a project time summary report that shows project name, project manager, and total hours by project, instead of individual project time entries. The point of the report would be for a supervisor to see where an ...

1 Answer

Gretchen Cannon Last activity on 3/22/2022 2:46:29 PM by Mark Sayers

TDNext technician view of ticket "Other Fields"

Hello,
Was curious the logic around what fields get displayed as "Other Fields" when viewing a ticket via TDNext as a technician and clicking "Edit". There seems to be a mix of the following fields, and I can't figure out the rhyme or reason....

2 Answers

Ryan Ranly Last activity on 7/7/2022 5:02:13 PM by Michael Press

Reporting on Initial Response and Last Response

I am trying to create a report that shows the initial response date/time to the client and the date/time of the last response to the client. The Initial Response field does not work for us because often tickets move from New to Waiting on Client...

2 Answers

Matthew Logering-Deactivate Last activity on 4/19/2022 7:45:45 PM by Michael Press

How long does it take to execute a Web Service Step to update ticket Status?

Hi guys,
I know that Web Services Steps are not executed immediately thanks to the documentation. Can you tell me roughly how long a Web Service Step to update a ticket status should take? I'm not sure if there's a monitor job that runs at a ...

1 Answer

Erin Tramble Last activity on 3/23/2022 12:38:26 PM by Bobby Jones

Group 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 ...

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 ...

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

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