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Hide other technicians tickets from user

I am looking for a way to allow technicians to use the TDX user portal to access their tickets, but I only want them to be able to see tickets assigned to them.
Is it possible to prevent them from searching for tickets assigned to other users?
1 Answer
Jordan Kennedy Last activity on 10/4/2024 9:55:35 AM by Brittany Renn

Can REPORTS default view (in TDNext) be closed / nested?

Since our instance went live six years ago, the the default view of our Reports sidebar has been fully opened - i.e. when I open the pane, I see all the contents of all the directories.
We're looking at several approaches to organize this sid...
2 Answers
Ian Murphy Last activity on 3/12/2024 11:39:02 AM by Mark Sayers

Knowledge Base Search From Ticket Form

Knowledge base search (top right corner in TDNext) doesn't appear on every ticket form. Is there a way to configure KB search visibility for every ticket form?
1 Answer
Julien Rossow-Greenberg Last activity on 2/5/2024 4:19:37 PM by Brittany Renn

TDNext Asset Importer - Assigning Owner via OrgID

Is there any way to assign the owner through asset import off of a simpler field? It is nearly impossible to generate the format that the importer wants for owner by pulling data from other systems and I'd like to just use the person objects Orga...
2 Answers
Justin Rasmussen Last activity on 4/11/2024 11:23:54 AM by Sonya Martin

Is there a way to disable web service/API workflow steps from writing to TDNext feed?

Hello -
When creating steps within the Workflow Builder, there isn't any way to indicate whether to include step in TDNext feed - it defaults to include. This is an issue if your workflow has automation of sorts built in that results in many,...
1 Answer
Christy Geesey Last activity on 12/4/2023 11:28:39 AM by Mark Sayers

Notify Multiple Resources when Bulk/Mass Updating

When trying to update a number of tickets at once, either using Action > Update or Comment , it doesn't appear possible to notify more than one resource (Group, Responsible, Requestor, etc). Is this not possible or am I just missing something...
1 Answer
Jacob Gladfelter Last activity on 11/30/2023 11:03:17 AM by Mark Sayers

Roles and/or Permissions

Hello...is there role that can be assigned to users like "agent" or "technician" that can access TDNext and a role for everyone else to access TDClient? If not, is it just granting the user access to either TDNext, TDClient, or TDAdmin? For eithe...
1 Answer
Michael Rodriguez Last activity on 8/8/2023 9:03:57 AM by Mark Sayers

Adding Recent Feed Entry to Ticket Report

I am trying to make a ticket report that will include the most recent item to be added to a tickets feed. For example, In an on hold report, it would be nice to see the most recent item in the feed which would likely be why the ticket was put on ...
1 Answer
Riley Fay Last activity on 8/2/2023 11:39:51 AM by Brittany Renn

What is the "Notifications History" for?

Hi,
I'm new to TeamDynamix, and I noticed a "Notification History" icon in the upper right of TDNext...

(The little bell icon.)
When I click on it, this window opens:

I've received email notifications, so I thought tho...
2 Answers
Daniel Zook Last activity on 11/10/2022 10:17:39 AM by Daniel Zook

Asset Fields

When you click on the CMDB tab in TDNext, and then click on Assets, you will be shown a list of assets (up to 300). I have an Enterprise user that is wondering if it is possible to add additional fields to the ones displayed when you click on As...
1 Answer
Mathew Chandler Last activity on 11/9/2022 4:21:39 PM by Mark Sayers

v11.5 TDNext search: multiple client portals

I do a search in TDNext and expect to see knowledge articles returned from two different client portal apps. I get results from only one - the default client portal app. Is this intended behavior?
1 Answer
Greg Van De Mark Last activity on 8/18/2022 8:54:17 AM by Mark Sayers

Adding Favorites in TDNext

Good afternoon:
One of our users has a "Favorite Services" tab in TDNext, and would like to add additional services to the list.
I do not seem to have this when I load TDNext, and I would like to know how to add the tab and how users can ...
1 Answer
Anderson Hanchett Last activity on 7/5/2022 11:31:19 AM by Anderson Hanchett

Security Roles and Workflows

Hello,
I don't see anything about it in the Security Role notes in TDX, so I probably know the answer. Is there a way to prevent users from running workflows in TDNext but still give them the ability to do other things like edit tickets, assi...
2 Answers
David Mitchell Last activity on 4/26/2022 11:43:11 AM by David Mitchell

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

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

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 ...
1 Answer
Anthony Nave Last activity on 3/2/2022 1:08:59 PM by Mark Sayers