Questions

Capturing Proxy Errors for Powershell connector

Hello,
I'm fairly new to this so I'm hoping I'm just missing something simple here. What are the best practices for working with Powershell connector errors that come from "Proxy Error: System.Management.Automation.RemoteException". Normally ...
1 Answer
William Fricke Last activity on 10/6/2022 10:59:59 AM by Mark Sayers

Basic IMAP auth warning

We recently received the warning indicating we have monitors setup with the Basic IMAP authentication but every one I looked at is either Microsoft OAuth 2.0 or OAuth 2.0 (IMAP). Are we getting a false positive on this or is there another place I...
1 Answer
Jason Farrior Last activity on 9/20/2022 3:21:22 PM by Mark Sayers

Sharing reports from Analysis

A director in our organization shared specific time reports from Analysis with a couple of her supervising employees. She thought they would be able to view and edit the report in TDX, however they cannot and I presume it's because neither one ha...
1 Answer
Gretchen Cannon Last activity on 9/20/2022 2:24:11 PM by Mark Sayers

TDX call workflow when status changes to Resolved

I'm attempting to call a workflow from a Automation Rule, and then the workflow will wait 48 hours (3 minutes for my testing) and then change the ticket status to Closed.
I have built the Automation Rule with condition: Status is one of Reso...
1 Answer
Will Tonkin Last activity on 9/20/2022 8:58:51 AM by Mark Sayers

Unable to Reassigned A Survey

Please see the screen capture below. I am trying to assign a survey to a closed ticket that was originally requested by one person, and then the requester was changed. I deleted the original survey request, but as you can see from the screen ca...
1 Answer
Tevis Boulware Last activity on 9/19/2022 4:54:06 PM by Mark Sayers

Custom Report Filter of Title Contains xxxxx filtering whole words only

We had a user set up a custom report with a filter criteria of Title Contains Deploy. The text description of the filter is "Title is like Deploy"
The report contains a ticket if the title contains "Deploy" but it does not if the title conta...
2 Answers
Bill Harlan Last activity on 9/19/2022 2:48:38 PM by Mark Sayers

Import Job Email - Errors Truncated

I loaded a file of people into our sandbox using the PeopleImporter utility. The email I received lists about 75 people who have an invalid choice for the "Acct/Dept" property. The bottom of the emails says this -
-- Errors truncated to 10...
1 Answer
Mike Schuster Last activity on 9/19/2022 10:13:17 AM by Mark Sayers

SSO Certificate Rollover

Hello, our administrators have provided me with the following information concerning the SSO Certificate Rollover, and before I complete the verification, I want to ensure that we have completed all the correct steps:
On the IdP side, I have ...
1 Answer
Tevis Boulware Last activity on 9/16/2022 4:55:40 PM by Mark Sayers

Add a profile picture to a user of type service account?

Is there a way to add a profile picture to a service account?
There isn't an option to add a profile picture to a service account from within the admin user settings for a specific service account. I attempted to get around this by converting...
1 Answer
Greg Benn Last activity on 9/16/2022 4:28:06 PM by Mark Sayers

Deleting a Workspace

Can you delete a workspace that was created by mistake or for testing?
1 Answer
Mandy Tomlinson Last activity on 9/15/2022 3:56:27 PM by Mark Sayers

Ticketing notifications

Will someone only get a notification if a comment is added to a ticket? Example: We had an HR partner add an attachment to a ticket, but didn’t add a comment, and the person responsible for the ticket didn’t know that the attachment was added bec...
1 Answer
Sharon Jarmoc Last activity on 9/13/2022 4:27:26 PM by Mark Sayers

API method for assigning access to an application

Hello,
Is there a way to assign application access through the API? For example, grant a user access to the "My Work" application.
1 Answer
Krzystztof Chrzastowski Last activity on 9/13/2022 1:48:20 PM by Mark Sayers

Add Lookup or People Search to Service Request Form

Is there a way I can create a custom attribute to look-up or search for a person in TDX and only select that one person?
1 Answer
Edith Murillo Last activity on 9/12/2022 5:37:52 PM by David Tod

How do you have tickets that are assigned to a group show up in the desktop of the individual members of the group?

Hi,.
For example, if we have a group with two users in it called Assets, and both users in the group are designated as primary. Neither of the users can see any tickets that are assigned to the Assets group. Where in their desktop can they se...
1 Answer
Malia Gallardo Last activity on 9/13/2022 8:56:21 AM by Mark Sayers

Protected Attributes on Reports

Can a protected attribute be seen on a report if the report is ran by the group that has access to the attribute?
1 Answer
pmo student1 Last activity on 9/12/2022 4:31:59 PM by Mark Sayers

Turned on Modern Authentication in AzureAD, sign in logs still showing email monitors using Basic Authentication

Hello,
I followed the instructions here:
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=105410
I set the callback URL, got the Secret and Value ID through the Applications in AzureAD.
Was there another s...
2 Answers
Azhar Alsaady Last activity on 9/12/2022 2:33:19 PM by Azhar Alsaady

Project Plans

I have a user that needs to be able to add tasks to waterfall or cardwall plans in projects.
What access do they need in their security role to be able to do this?
2 Answers
Mathew Chandler Last activity on 9/9/2022 4:36:35 PM by Mathew Chandler

KB Attrubute Visibility - Published & Public

What KB permission is tied the "Published" and "Public" KB attributes? Some of our users can see the status of these two attributes under "Details" when looking at the main page of a KB, and others cannot. Is it possible to make those attributes ...
1 Answer
Morgan Cranston Last activity on 9/8/2022 4:39:23 PM by Mark Sayers

What Security Role allows for the "Move to Application" option under the Actions Menu?

Is it only Admins that can move a ticket from one application to another?
Does the user have to have a specific role in each App to have this ability?
1 Answer
Sarah Glatz Last activity on 9/8/2022 2:49:27 PM by Mark Sayers

Smiley faces in surveys?

Hi,
Is there a way to get smiley/frowny faces as options in surveys?
Thanks
1 Answer
Lorne Pearl Last activity on 9/8/2022 2:30:23 PM by Mark Sayers

iPaaS Date Format function

Unless I'm just doing something totally wrong the iPaaS Date Format function does not seem to be working. I'm using it with NOW as the first parameter, and then I have tried all the built in option for short date, short time, Long date with time...
1 Answer
Will Tonkin Last activity on 9/7/2022 6:10:25 PM by David Tod

Passing Parameter from TDX Workflow to iPaas Flow using Arguments JSON

The KB article Article - TeamDynamix iPaaS Step mentions the abiliity to Send parameter data through the Arguments JSON section of the workflow step. I have not been able to find any information about how to do this in the KB.
The TDX workf...
1 Answer
Will Tonkin Last activity on 9/7/2022 11:45:01 AM by David Tod

Search tab in TDNext

Hello,
I just saw a new tab called Search on my TDNext, but other people can't see it. Can you please let me know how to make it appear on other people's screen? And I would like to make Include Historic Results selected by default as well.
...
3 Answers
Lorne Pearl Last activity on 9/8/2022 5:19:57 PM by Lorne Pearl

Reassociate Owners for Knowledge Base

Hello everyone,
Just hoping to gain some better insight as to what the "Reassociate Owners" button does when moderating articles in our Knowledge Base via the admin portal. My understanding would be taking any articles created under "X" perso...
1 Answer
Timothy Suwityarat Last activity on 9/7/2022 1:56:12 PM by Mark Sayers

Group Notifications for Ticket Task Is Not Working

Hello,
I assigned a group to a ticket task in a workflow, and the group began receiving notifications as expected. However, today the notifications are not working for groups. We are an On-Premi client. What may be causing this issue? Thank y...
1 Answer
Valencia Ingram Last activity on 9/6/2022 4:30:23 PM by Mark Sayers

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