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Ticket Notification Templates missing

I'm trying to customize the notification emails that are sent out alongside tickets, I appear to be missing a few. The template I can't see is Service Request Task Assignment (Ticketing User).
Is this not supposed to be customizable or is the...
1 Answer
Harrison Fleisher Last activity on 1/20/2023 1:32:51 PM by Mark Sayers

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...
1 Answer
Jacob Gladfelter Last activity on 3/15/2022 8:56:24 AM by Mark Sayers

Configure security role that can only edit Custom Attributes?

We're setting up a new department with its own TDx ticketing application. They have a need to manage the content some of their own custom attributes (think: drop down list options for approved textbooks.) Is there a way to set up a user s...
1 Answer
Erin Tramble Last activity on 2/16/2022 3:50:09 PM by Mark Sayers

Hide/archive Incident Form and Service Request form and Admin access

1. Am I able to Hide or Archive the OOB "incident form" and "service request form" that comes with TDX? We have all custom forms and we do not want anyone uses these to generic forms but inadvertently they to which then has ...
1 Answer
Amy Hamman Last activity on 9/27/2021 3:45:35 PM by Mark Sayers

Project Manager Role with no access to ADMIN tools

It is my understanding that in order to function as a full project manager in a project, with the ability to add/edit/delete plans, tasks, risks and issues, communicate to the team, etc, requires a full administrative license. My first question i...
1 Answer
Marie Carianna Last activity on 7/10/2019 3:49:44 PM by Mark Sayers

Add attribute to multiple forms at once

We'd like to create an attribute and add it to multiple forms at once. Is there a quick way to do that, or do we need to go into each form and add it?
1 Answer
William Dowd Last activity on 3/20/2018 9:10:45 AM by William Cochran

Category isn't working in Ticket Type

When your in a ticket type lookup the category drop down isn't working. It doesn't show any of the categories that are available.
1 Answer
Maryann Rohrabaugh Last activity on 1/26/2017 2:52:59 PM by William Cochran

Is there a way for me to change which Users get notifications?

A couple of users in one of our groups is not receiving notifications whenever a client comments on a ticket. Is there a setting that I can look at to see which User is getting what notifications?

7 Answers
Caitlin Baer Last activity on 11/9/2016 2:14:55 PM by Caitlin Baer

Admin Help KB Articles

Any timeline on when the Admin Help KB articles will be completed? Many of these articles are blank. It would be very helpful to have this information available.
2 Answers
Billie Herman Last activity on 10/6/2016 5:21:20 PM by Billie Herman

TeamDynamix 9.4 Admin Application Navigation Scheme Changes

In looking at the new Admin navigation I noticed that when you select Admin from the suite of applications available the Admin service now opens in a new window. Is this by design and is it possible to have it open up as a tab in the existing se...
4 Answers
Denis Walsh Last activity on 8/4/2016 3:05:47 PM by Mark Sayers

KB Article Import and Administrator Role

The KB Article Import feature only seems to be available with Admin access. We have individuals that need the KB Article Import feature, but not necessarily any other Admin type access. As Administrators, we can disable applications when granting...
1 Answer
Cindy Rodriguez Last activity on 8/24/2016 4:14:59 PM by Mark Sayers

Security Permissions

Hi TDX Support,

I am trying to set up my new colleague with the same level of access that I have in TDAdmin. Can you please let me know what step I am missing.

I would like for her to have access to the green buttons titled "Import...
1 Answer
Melissa Bergem Last activity on 8/24/2016 9:33:32 AM by Mark Sayers

Resource pools question

In TD Admin > Resource Pools, can you please tell me what the 'Requests' represent as highlighted below. We are using only Projects (ie: we do not use Project Requests) and we have 'Requires Approval' set to false. So it is confusing as to why...
1 Answer
Susan Watts Last activity on 6/14/2016 11:49:14 AM by Mark Sayers

Missing 'Admin' icon in the applications menu

I have a user that I believe is setup as an Admin, and has signed on since her security was upgraded (we are in TD 9.2).
When she goes to the application menu, the 'Admin' icon does not appear - she will see Desktop, Analysis, Assets/CIs,Bri...
10 Answers
Tim Chittenden Last activity on 2/22/2016 2:27:43 PM by Mark Sayers

Information for what requires access to the Admin Tool

I've read several of your articles about how to give access to the Admin tool and Licensing breakdowns (ID 2054, 7340, 7342, and a cool spreadsheet with smiley face indicators), but I cannot find anything that tells me why I need to grant access ...
5 Answers
Kathy Holman Last activity on 11/6/2015 5:05:24 PM by Gerard Hennelly

Feed Entries - Can you toggle a default setting to automatically make it public or private

When assigning an item to My Work the feed entry announcing the addition is private. Is it possible to make it public by default? The service requestor could use this as a notification that the service request has been assigned.
1 Answer
Chuck Renninger Last activity on 5/19/2015 3:36:07 PM by Chuck Renninger

Admin Permissions Question

As an administrator, do I have the capability to delete tasks assigned to other members?
1 Answer
Alex Nyce Last activity on 12/1/2014 10:13:04 AM by Phil Curl

Recycle bin as project section

What items can be send out to the recycle bin?
1 Answer
Carmen Villen Puerto Last activity on 11/24/2014 9:07:54 AM by Phil Curl

Admin and User Guides

I was wondering if there are updated user guides available (both admin and generic) for download, the latest I am able to find on the community site is version 8.4.
2 Answers
Nate Swanson Last activity on 10/17/2016 11:34:17 AM by Dan Adler

Merge people TD 8.6

Hi Drake

What is behind the functionality merge people under TD Admin > User?
1 Answer
Carmen Villen Puerto Last activity on 10/27/2014 9:36:45 AM by Drake Sigler

Access to Admin application

There is no longer an option to check TDAdmin under Applications when doing User setup. How do I make someone an Admin? I gave the same role that I have but the new Admin cannot get to the Application.
1 Answer
Barrie Sutton Last activity on 9/10/2014 5:21:22 PM by Drake Sigler