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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 - Groups

Hi!
Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?
1 Answer
Michael Rodriguez Last activity on 1/10/2024 10:35:29 AM by Mark Sayers

Getting an Email from a Person attribute

I have a form where the user selects an "affected account" which is a person attribute. Then, I have a workflow that needs to send a notification, and the notification body must include the email of the "affected account". However, the person fie...
2 Answers
Tamara Buch Last activity on 10/25/2023 12:28:39 PM by Tamara Buch

People Import

Hello TDX!
I am testing in the sandbox, and I noticed the provided template in TDNext does not have the fields to define the default client and the security role for users. Does this method of import not allow that? I tried adding those field...
1 Answer
Michael Rodriguez Last activity on 9/18/2023 11:01:58 AM by Mark Sayers

Searching People App by Custom Attributes

Hello, TDX Team:
I'd like to ask if there is a way to search for people in TeamDynamix by custom attribute. For example, we would like to generate a report that lists all users that have the VIP attribute checked.
Thank you.
1 Answer
Anderson Hanchett Last activity on 9/11/2023 1:56:16 PM by Brittany Renn

Receiving empty data from WebAPI when searching existing users

I am currently building a python script that integrates with the TDX WebAPI, but I've run into an issue regarding the /TDWebAPI/api/people/lookup (Lookup) and /TDWebAPI/api/people/search (Search) endpoints. When I use either of these endpoints I ...
1 Answer
Harrison Fleisher Last activity on 4/25/2023 9:17:42 AM by Harrison Fleisher

Form Attribute to List Grid

Hello:
I would like to know if there is a most effective way to place a grid into a ticketing form? We would like to place a grid (preferably dynamic or expandable, but at least 7 x 3) to include people's names, roles, and email addresses.
...
1 Answer
Anderson Hanchett Last activity on 7/28/2022 3:36:56 PM by Mark Sayers

Middle Name - People

I have found another question from 7 years ago on this same subject and wanted to follow-up to see if there have been any changes since then.
We would like to be able to include Middle Name in the Display Name on a ticket on a user by user b...
1 Answer
Jordan Van Pelt Last activity on 4/1/2022 11:56:01 AM by Mark Sayers

Customize People Attributes

I have been asked to added People attributes to a form. The issue is that they would like one of the people attributes to be one that allows groups not individuals and another that allows multiple individuals. After looking at the options avail...
2 Answers
Mathew Chandler Last activity on 9/8/2021 4:27:50 PM by Kristina Bedward

adding "Contact" field to forms?

Does adding the "Contact" field on a form add any names entered to the "People" tab of the ticket?
1 Answer
Becky Klein Last activity on 10/1/2020 9:24:13 AM by Mark Sayers

People Import of about 50K+ records

My organization is hoping to import all student and employee records. What kind of impact on the system might importing 50K or more records into the system have?
1 Answer
Andrew Pape Last activity on 6/3/2020 10:53:26 AM by Mark Sayers

Adding Contacts to Ticket through API

I'm trying to add users (contacts) to a ticket through the API. I'm trying right now through the PATCH call, but not having success thus far. Is this possible?
1 Answer
Daniel Tatum Last activity on 4/11/2019 3:11:22 PM by Mark Sayers

Person Card custom information

We have a need to have different information displayed in the person card that shows up on each ticket. Such as, we would like the Phone Number, as well as the OrganizationalID. but don't neccesarily need the Organization because in our on premes...
1 Answer
Cody Nichols Last activity on 9/11/2018 10:14:00 AM by William Cochran

API to get People with Technician Licenses only

I can use the API to get the full list of people , but would like to get a list of only those with a Technician's license or non-client license. I tried using userType=1, but it didn't seem to narrow it down. Am I using the wrong parameter or ...
1 Answer
David Tod Last activity on 7/18/2018 9:52:31 AM by Mark Sayers

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

People API search only returns active users?

Hi, I am trying to get a list of all users, both inactive and active. https://app.teamdynamix.com/TDWebApi/api/people/search with blank search parameters only returns active users. How could I go about getting all users? (or at least all user ID'...
4 Answers
Jesse Mazzie Last activity on 8/3/2017 4:20:23 PM by Mark Sayers

Creating New users with Web API does not allow Ticketing Applications to be added on creation

I'm attempting to Create new users and add the NewUser object into a certain ticketing application, but I've noticed that when the Web API call creates the new user, there are no errors and the user is not added into the Ticketing Application. I...
1 Answer
John Sommerville Last activity on 8/12/2016 1:32:01 PM by Jamey Stock

UID and user profile

Is there a way for us to display the UID (username) into the user profile in TeamDynamix?

Thanks.
1 Answer
Jeff Chatham Last activity on 7/22/2016 3:37:19 PM by Mark Sayers

Middle Names - People

We have several sets of students/staff with the same first and last name. We have a middle name defined in the TD People app, but the name doesn't show in the drop down when selecting things like Requestor in a new incident ticket. (see attachm...
1 Answer
Mike Rocke Last activity on 9/29/2015 9:13:11 AM by Jamey Stock