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General QuestionsIPaaS not working with long integer
I am working with the SmartSheet connector, and when I retrieve a worksheet, I need to inspect the cells in the row. The cells have a long integer for the ID, and when I loop through the cells, I can view the columnID, but when I use that value ...
0 Answers
Tevis Boulware
Last activity on 11/22/2024 7:03:58 PM by Tevis Boulware
CAI Knowledge Sets
I got access to CAI recently. My training is coming soon. I am tinkering. I am trying to get the bot to pull up KBs via knowledge sets. I created a web crawl and used the source as the root URL of the KB location on the client portal. However, th...
0 Answers
Michael Rodriguez
Last activity on 11/22/2024 3:41:50 PM by Michael Rodriguez
Project Request to Project and Project Resources
I had a project request that was approved to be a project. I went to staff it but I can't seem to get the person to pull up for the role? What am I doing wrong?
FYI - the project request has a status of approved so I can't edit it in Portfo...
FYI - the project request has a status of approved so I can't edit it in Portfo...
1 Answer
Carla Behr
Last activity on 11/22/2024 2:18:12 PM by Carla Behr
Trying to use the new feature: Allow Workflows on Tickets with Public Requestors
I see the checkbox when I edit the workflow, but it is greyed out. I don;t see any specific permissions that are needed for this. What am I missing?
1 Answer
Jon Ricketson
Last activity on 11/22/2024 10:59:40 AM by Brittany Renn
Total field question on reports
Hi there - I've created a few reports to use on desktops that simply show total count numbers.
I noticed one report that for some reason is not summing at the count level in the return results and I don't understand why.
Please see attach...
I noticed one report that for some reason is not summing at the count level in the return results and I don't understand why.
Please see attach...
1 Answer
Rebecca Murphy
Last activity on 11/21/2024 2:06:49 PM by Rebecca Murphy
Sorting by Status Field
When creating a ticket report, there is no option to sort by Status order, only ascending or descending.
So instead of a report ordering tickets like
NEW OPEN IN PROCESS ON HOLD It's sorting like
IN PROCESS NEW...
So instead of a report ordering tickets like
NEW OPEN IN PROCESS ON HOLD It's sorting like
IN PROCESS NEW...
1 Answer
Katelyn Bobbitt
Last activity on 11/21/2024 3:51:36 PM by Mark Sayers
Using Azure AD Authentication
Hello, our Authentication Systems Admin has suggested that we consider moving from Shibboleth authentication to EntraAD/Azure, since there may be authorization options available that could be managed by AzureAD group membership.
What are your...
What are your...
1 Answer
Tevis Boulware
Last activity on 11/21/2024 9:48:56 AM by Mark Sayers
Time Delay in IPaaS Flow
Hello, I have a use case where I need to dynamically set a time delay, and the delay may be as long as 48 hours (if the ticket is submitted on weekends). However, you cannot dynamically set a time delay in a workflow delay step, so I have to pau...
1 Answer
Tevis Boulware
Last activity on 11/21/2024 9:33:48 AM by Mark Sayers
SLA's
Is the only way to stop an SLA to resolve or close a ticket? We've noticed that putting a ticket on hold or "waiting for..." status does not pause the SLA and am wondering if this is due to something that we are doing wrong or is this by desig...
1 Answer
Darla Bury
Last activity on 11/20/2024 4:36:27 PM by Brittany Renn
Sending multiple email attachments in a single email using iPaaS
Hello,
I'm trying to figure out why attachments are getting corrupted when using an iPaaS table to store the FileName and _File so that I can auto-fill the filename and file from within the "notify by Custom SMTP" email connector. Sending a s...
I'm trying to figure out why attachments are getting corrupted when using an iPaaS table to store the FileName and _File so that I can auto-fill the filename and file from within the "notify by Custom SMTP" email connector. Sending a s...
0 Answers
IPaaS Wait For Step Termination
Hello, I have a use case where I need to dynamically set a time delay in a workflow, which cannot be done in a workflow Timer step. I have an IPaaS flow that correctly calculates the delay time and then uses a "Wait for" step, and the KB documen...
0 Answers
Tevis Boulware
Last activity on 11/20/2024 12:56:43 PM by Tevis Boulware
Notification Templates - Distinguishing tags
How do I get the correct tag for someone that can trigger the 'new comment added' notification template. There are multiple people that can add a comment, the one I am currently having issues is when a comment is added through a reply from notify...
1 Answer
Justin Goode
Last activity on 11/20/2024 1:13:54 PM by Mark Sayers
Looking for an updated version of the TeamDynamix Team Member Handbook
What is the latest version of the TeamDynamix Team Member Handbook and where can I download it at.
Thank you.
Thank you.
1 Answer
Mark Juzwiak
Last activity on 11/19/2024 2:01:41 PM by Mark Sayers
Looking for an updated copy of the TeamDynamix Project Manager Training Supplement
My guide is dated 7/1/2020 - looking for an updated version if there is one.
Thank you.
Thank you.
1 Answer
Mark Juzwiak
Last activity on 11/19/2024 1:59:16 PM by Mark Sayers
Static Fields not showing in Ticket
Please see below. In a form, I have a few static fields, H2 in this case, that are configured to show in TDClient and TDNext, and the fields show when the form is in "edit" mode, but the static fields do not show in the ticket view.
https:/...
https:/...
1 Answer
Tevis Boulware
Last activity on 11/19/2024 1:39:45 PM by Mark Sayers
Assigning Tasks in TDX Project
Is there a way to assign ticket tasks for members of the project from with in the Project to the Ticking app? This would be for outside vendors who rely on tickets to perform actions in the project. These vendors have access to TDNext
1 Answer
Matthew Thompson
Last activity on 11/19/2024 11:28:54 AM by Matthew Thompson
Tasks created after a collector step
I have created a fairly complex workflow to handle all the tasks related to a member of IT leaving their job. There are a large number of tasks that have to be done to remove their access from all of our systems, etc. So, I set up the tasks in...
1 Answer
Martha McConaghy
Last activity on 11/19/2024 9:21:52 AM by Mark Sayers
Put a statement in each ticket created or assigned to specific group
I need a way if possible, to put a canned statement in each ticket created or assigned to specific group.
Example: Group A gets a ticket this can blurb is put into the ticket for that Group
Example: Group A gets a ticket this can blurb is put into the ticket for that Group
2 Answers
Matthew Thompson
Last activity on 11/18/2024 4:19:23 PM by Matthew Thompson
Web service only pulling the room number and not the building
I'm trying to create a web service that grabs 2 different custom location/room attributes and sends a notification. The notification is only showing the room number though and not the building. I have tried setting the parameter data type as st...
1 Answer
Danee Gunka Schwartz
Last activity on 11/18/2024 9:05:01 AM by Danee Gunka Schwartz
Project Requests on hold
Good afternoon - is there a way to put a project request on hold with a 'review date' in the future, similar to what you can do with a ticket?
1 Answer
Carla Behr
Last activity on 11/15/2024 4:59:42 PM by Brittany Renn
Ability to have a link within a card
In the PPM app, when using a card wall there is the ability to have attachments associated with a card. Is there the ability to have links? I know that links are available within the project but we are wanting to associate links with the indivi...
1 Answer
Leslie Czeck
Last activity on 11/15/2024 5:01:07 PM by Brittany Renn
How to filter the "Project" tab list of active projects
Besides using the search feature at the top to enter search criteria, what are the options to filter the list of projects that display when clicking on the "Projects" tab? I see the options for creating a project desktop, but those are not usefu...
1 Answer
Cindy Kraft
Last activity on 11/15/2024 5:02:54 PM by Brittany Renn
Sandbox URL
Hi, May someone remind me how to format the URL to access the TDX sandbox environment for TDAdmin? I tried searching for the KB article, but I can't seem to find it anymore.
1 Answer
Niza Abrahim
Last activity on 11/15/2024 9:33:42 AM by Brittany Renn
Ticket template visability
Greetings,
i created a ticket template in TDnext and set the visibility to the a group and then also changed ot to everyone. in both cases the template was not visible to anyone. any ideas why this may be happening? or how i can resolve this?
i created a ticket template in TDnext and set the visibility to the a group and then also changed ot to everyone. in both cases the template was not visible to anyone. any ideas why this may be happening? or how i can resolve this?
1 Answer
Larissa Kupferschmidt
Last activity on 11/15/2024 9:32:29 AM by Brittany Renn
Asset selection and visibility
We cared a new asset application to house all of our software products and we also use another asset application to house hardware.
We wanted to expose the Asset/CI field on the ticket form so that users could select the software product from...
We wanted to expose the Asset/CI field on the ticket form so that users could select the software product from...
1 Answer
Rebecca Murphy
Last activity on 11/14/2024 3:55:28 PM by Mark Sayers