Questions

people Clear Tag Filter

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