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Auto-Populate Form Field from Requestor or People Attribute

Hi, I want to have a form field that will automatically fill in a user's attribute (job title, unique identifier, etc) when they are selected from another Person Lookup field. Is this possible in TeamDynamix or is this something an iPaaS flow ca...
1 Answer
James Cherry Last activity on 2/27/2024 3:20:43 PM by Mark Sayers

People Import

Can someone tell how TDX matches users when a import occurs and user is already in the system for update?
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
1 Answer
Michael Rodriguez Last activity on 1/22/2024 10:08:29 AM by Brittany Renn

Retrieving User Location from API

Hello,
I am currently working on a workflow where I am hoping to send a notification to a specific group based of a users location. The issue I am having is that the it is not the requestors location that I am needing, but a users that the re...
1 Answer
Tuscun McFarlen Last activity on 11/22/2023 9:29:19 AM by Mark Sayers

Asset Owner vs Asset User

When we launched TD for asset management, we assigned central IT as the Owner since we purchase most of the assets for the organization, and listed the customer using a device as the User. In hindsight, it appears that the Owner field has a lot m...
1 Answer
William Morrison Last activity on 12/6/2022 1:03:03 PM by Mark Sayers

impersonate a user

Hello,
Is there a way to impersonate a TDX user to see what access/apps they have as an admin?

Thanks,
Ami
1 Answer
Ami Trivedi Last activity on 2/10/2022 3:04:04 PM by Mark Sayers

Name on user account changing

Hello,
The name on a TDX user account has been changed to someone else. This has happened more than once and I can't figure out what is causing it. I'm not sure if it's a change being made in admin or if it's something being done by staff. ...
3 Answers
Leah deVries Last activity on 10/12/2021 12:51:10 PM by Leah deVries

Updating Assets, Setting Ownership Default

Hello TD Team,
I've been working with our asset administrator and been slowly transitioning our inventory into the Asset application. Most of the assets have been imported and with devices changing hands now, we've began to update/edit our As...
1 Answer
Nicholas Steinmetz Last activity on 12/11/2020 1:53:23 PM by Mark Sayers

Search for a user based on an Attribute.

Using the JavaScript "tdapi" module I am able to search for users based on some SearchText. I'm noticing that I am unable to search based on an attribute in the Attributes[] list in the User Object as the user objects Attributes[] is al...
1 Answer
Dallin Cawley Last activity on 8/25/2020 9:28:17 AM by Mark Sayers

Add new user

Hello,
I'm clearly not using the correct keywords as I couldn't find an answer so I apologize if this has been covered several times before. Does a person need to be an administrator at the organization level to add a user within an applicati...
1 Answer
Kevin Beattie Last activity on 12/19/2019 3:30:18 PM by Kevin Beattie

User Locations

When we go into a user's profile we have a "location" field for each user. Is there a way to populate this field when we import users? Or does this have to manually be put in for each user?
1 Answer
Doug Austin Last activity on 10/7/2019 4:34:31 PM by Mark Sayers

missing a user

Hi there,
I am testing self registration. I'm not quite sure how this works and if there is some way to view/approve people who self register?
However, while testing this, I tried using a test user id (ist-td1). If I'm in TD Admin, I can'...
1 Answer
Joe Allen Last activity on 3/15/2019 11:42:41 AM by Mark Sayers

Requestor Manager TYpes

On the new approver roles in a workflow, where do we set the Requestor's Manager, Requestor's Resource Pool Primary Manager and Requestor's Primary Group Manager?
We have a few forms we would like to automate a little more and since we can't ...
1 Answer
Denise Nelson Last activity on 11/14/2018 8:17:58 AM by William Cochran

How does the People module work?

Hi,
Just trying to find a good article or overview about how the People module and functionality works. I'm especially interested in the context of how "People" can be used to enable or track access to ticket incidents & service...
1 Answer
Peter Mosinskis Last activity on 3/7/2018 8:47:07 PM by Peter Mosinskis

Self Registration Problem

We have Self Registration set up with minimal SSO settings - First Name, Last Name, Email, please see screenshot below. They have been working fine until just recently. A gentleman accessed TD and an account was created for him via Self Registrat...
2 Answers
Billie Herman Last activity on 9/12/2016 8:11:11 PM by Billie Herman

Rate limits for User Import Jobs

I'm attempting to upload our student user records as an import file and hitting several limits on batch uploading. Is there a standard for how many User records can be created using the File Import Process? I found the 4 MB file size limit in d...
2 Answers
John Sommerville Last activity on 8/11/2016 9:50:45 AM by John Sommerville

Merging People

I'm having difficulty merging people from the administration section under users. It is stating that I've selected more than two people to merge, however I'm doing a search that's only bringing up two results. My confidence is high that I'm only ...
2 Answers
Jonathan Graves Last activity on 4/5/2022 8:11:48 AM by Mandy Tomlinson

Reports Unable to Search Non-Employees

I have a report in which I am attempting to exclude certain individuals that are no longer working with our IT department. Essentially, when I add filtering to a report of "Prim Resp" with operator "is not one of" and attempt ...
2 Answers
Taylor Averdick Last activity on 10/2/2015 11:05:35 AM by Taylor Averdick

mass add/remove applications...

Is there an easy way to either add or remove an application for a population of users?
1 Answer
Chad Martin Last activity on 9/30/2015 1:17:32 PM by Mark Sayers

What license type does the TeamDynamix "email user" account need? (client, team member, PM, Tech, Enterprise etc...)

When setting up the user account used for TeamDynamix email service what license type to they need?
2 Answers
Kent Hoeg Last activity on 10/20/2014 9:45:51 AM by Marcus Demas