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General QuestionsCopying Forms Question
Hello,
I am trying to copy a specific form in TDAdmin and only certain forms are showing up in the list that I can copy from. Is there a setting that I'm missing? I've attached an image with the highlighted form in the background being the on...
I am trying to copy a specific form in TDAdmin and only certain forms are showing up in the list that I can copy from. Is there a setting that I'm missing? I've attached an image with the highlighted form in the background being the on...
1 Answer
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...
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
Prim Resp Group vs Resp Group
Can someone explain the difference please? I currently am using Prim Resp Group for all the reports.
1 Answer
Michael Rodriguez
Last activity on 3/12/2024 9:26:53 AM by Mark Sayers
iPaaS TDX search service offerings
There's an API for this, but I can't find it in an iPaaS connector. Am I looking in the wrong place?
2 Answers
David Tod
Last activity on 3/11/2024 11:36:27 AM by Mark Sayers
Proxy Error iPaaS
I routinely encounter this error when running a flow with connectors that are configured to proxy servers. Has anyone else experienced this?
Proxy Error: The process cannot access the file 'test.csv' because it is being used by another proces...
Proxy Error: The process cannot access the file 'test.csv' because it is being used by another proces...
2 Answers
Naseem Benjelloun
Last activity on 3/11/2024 4:31:17 PM by Miles Bagwell
Force a category to the bottom
Hello. For a page with service links and subcategories, is there any way to force the category to the bottom of the page after the service links? I haven't found one, but maybe you have an idea how to do this.
2 Answers
Tevis Boulware
Last activity on 3/10/2024 10:13:18 AM by David Tod
System Attribute Alterable
Concerning the system attribute "Contact." The clients can add contacts to their ticket, but after it is submitted, it cannot be changed. Is there a way that Contact can be marked Client Visible?
1 Answer
Sheila McBride
Last activity on 3/7/2024 4:44:02 PM by Brittany Renn
Automation Rule Not Shown in Ticket
Please see below. I have an automation rule that only notifies groups and nothing else (no re-assignment and not notifying individual people). However, it appears the rule is executed, but does not show in the ticket feed, and the notifications...
1 Answer
Tevis Boulware
Last activity on 3/7/2024 12:20:47 PM by Mark Sayers
Report on tickets older than 5 days
I would like to create a report on all currently active tickets that are older than 5 days. What fields should I select and how can I schedule it to be a weekly report that is delivered to a group of individuals?
1 Answer
Josy Hess
Last activity on 3/7/2024 11:58:59 AM by Mark Sayers
Auto Assigning an Asset to a ticket
I created a form that has the asset field embedded, so when someone adds that asset, is there a way to auto add to the assets/ci's tab?
1 Answer
James Richard
Last activity on 3/7/2024 10:45:43 AM by Mark Sayers
Checkout Loaner Asset
Hello,
Trying to figure out the best way to go about managing our fleet of loaner assets within TDX. Ideally, we'd like to be able to check out loaners on an as needed basis, meaning not every user will place a ticket requesting a loaner on t...
Trying to figure out the best way to go about managing our fleet of loaner assets within TDX. Ideally, we'd like to be able to check out loaners on an as needed basis, meaning not every user will place a ticket requesting a loaner on t...
1 Answer
Ashleigh Chandler
Last activity on 3/7/2024 3:22:31 PM by Mark Sayers
Task Notifications - Nuance Sequential Situation
Good day. I have found a slight nuance situation which occurred differently than we expected, so I want to confirm that the situation is as you all intend. In short, when someone is looking at a ticket, and a workflow assigns a task to that perso...
1 Answer
Triston Martin
Last activity on 3/5/2024 3:36:10 PM by Mark Sayers
Can you create a none recurring scheduled ticket?
Can you create a none recurring scheduled ticket?
I tested the scheduled ticket option but there is no end date option, seems like there is no option in TDX to do this?
I tested the scheduled ticket option but there is no end date option, seems like there is no option in TDX to do this?
2 Answers
Melissa Larsen
Last activity on 3/11/2024 11:22:18 AM by Jim Lucas
Can a workflow comment be sent to an outside email through a web method?
Hello,
We have a workflow that is used by people outside our organization.
To keep them notified, we use web methods to send them statuses and other notification as the ticket moves through the workflow. These are working very well. We ...
We have a workflow that is used by people outside our organization.
To keep them notified, we use web methods to send them statuses and other notification as the ticket moves through the workflow. These are working very well. We ...
1 Answer
James Moyle
Last activity on 3/5/2024 1:57:14 PM by Mark Sayers
Forms vs. Templates
Hello,
We are looking at a way to make manual ticket creation a bit more streamlined. We're trying to decide whether it's better to use the template feature or the forms feature. Currently, we have about 200 ticket types that we use. Some of ...
We are looking at a way to make manual ticket creation a bit more streamlined. We're trying to decide whether it's better to use the template feature or the forms feature. Currently, we have about 200 ticket types that we use. Some of ...
1 Answer
Riley Fay
Last activity on 3/5/2024 1:53:50 PM by Mark Sayers
Can you create an iPaas Dynamic form and have it trigger a workflow?
Instead of creating a client portal form and then attaching a workflow to it. Can you instead create an iPaas Dynamic form and then pass that data to a workflow?
1 Answer
Jason Rider
Last activity on 3/5/2024 10:04:09 AM by Michael Ligouri
never mind - figured out our error Workspaces application - users cannot see tickets prior to workspace setup
Hello
I have a Workspace where the group has access to ticket app, but the members do not. We do not want direct ticket access for the users of the group. During sandbox testing, the tickets that existed under the current service were access...
I have a Workspace where the group has access to ticket app, but the members do not. We do not want direct ticket access for the users of the group. During sandbox testing, the tickets that existed under the current service were access...
1 Answer
Kay Kazinski
Last activity on 3/4/2024 1:56:09 PM by Mark Sayers
OneDrive Integration
Hi All,
I have been asked to look into OneDrive integration for attachments. I currently receive this message when I try to add a file.
Based on the first image it looks like we need to do something on our end. However, I also...
I have been asked to look into OneDrive integration for attachments. I currently receive this message when I try to add a file.
Based on the first image it looks like we need to do something on our end. However, I also...
1 Answer
Michael Rodriguez
Last activity on 3/4/2024 9:37:02 AM by Michael Rodriguez
Upcoming Release
Where on the Release and System Information page can I find dates for the upcoming release, feature release webinars and Q&A sessions? Also, the last two releases had a preview of the Release Notes before it was finalized and I don't see it t...
1 Answer
Bobby Jones
Last activity on 3/4/2024 9:55:12 AM by Mark Sayers
Reporting Enhancement Requests
https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=132275
The first item references tickets only - please confirm this is also for projects & project tasks . thanks!
ID Title Proble...
The first item references tickets only - please confirm this is also for projects & project tasks . thanks!
ID Title Proble...
1 Answer
Rebecca Murphy
Last activity on 3/1/2024 9:38:23 AM by Brittany Renn
SLA Trigger Only After Changing to a Specific Form
We are wanting to run a two week pilot where we will test using the SLA monitor on certain forms. The challenge I am having is many of our tickets come in through email and from a general ticket form we have on the client portal. Our Service Desk...
1 Answer
Bret Swart
Last activity on 3/1/2024 9:49:26 AM by Brittany Renn
Automation rule to not override manually assigned ticket
We have many automation rules that do the basics (most all at order 100, they don't overlap in terms of service/offerings) that will apply to the Client Portal tickets. However, we do have tickets that are created via TDNext and the Help Desk us...
1 Answer
Connor Dugandzic
Last activity on 3/1/2024 10:06:49 AM by Mark Sayers
Ticket - video attachment size limit
Hi All,
Could someone let me know what is the limit for a video file attached to a ticket? I saw a few discussions stating 20MB and 50MB. Thank you
Could someone let me know what is the limit for a video file attached to a ticket? I saw a few discussions stating 20MB and 50MB. Thank you
1 Answer
Michael Rodriguez
Last activity on 2/29/2024 11:30:30 AM by Brittany Renn
Do Service Pages Support Bootstrap Grid CSS?
KB articles and HTML modules support Bootstrap and Bootstrap Grid, but it doesn't appear that the services pages do. Is this correct?
Thanks, Tevis
Thanks, Tevis
1 Answer
Tevis Boulware
Last activity on 2/28/2024 5:00:00 PM by Mark Sayers
Chat Application
We've never used the TDX Chat application but we wanted to enable it for a few technicians to test it. Looks like we cannot just enable it in the Applications menu and it may be part of Conversational AI feature set now? I can't find any KB arti...
1 Answer
Anna-Liisa Breit
Last activity on 2/28/2024 11:42:55 AM by Brittany Renn