*Please note: The system support team is currently exploring how this new feature will be enabled for our clients.

• Technicians can create relationships between tickets that are separate from the parent/child hierarchy and independent of the ticket's classification.
   
• A new Related Tickets tab on the ticket detail page lists tickets related to the current ticket.
   
• Relationships are non-hierarchical and aren't limited by ticket classification: a relationship shows the same way on both tickets.

• Technicians can now select multiple tickets on the Ticket Search page and update standard and custom fields in a single bulk edit operation in the Actions menu. 
   
• Select all of the tickets that you would like to edit.
   
• Select the "Actions" menu, then click the Action you want to perform.
  
  
   
• Bulk Edits can now also be performed in any Report by selecting the tickets you want to edit, then clicking the "Bulk Actions" option.
   
  • First, you must enable this in the report.
     
    1. Open the Report
        
    2. Select "Actions"
        
    3. Select "Edit" 
        
    4. In the "Report Details" section, check the box to "Allow Bulk actions on this report"
       
       
        

       *Please note: The report must contain the "ID" field as one of the columns in the report. 

    Once you "enable bulk actions" and run the report, the selection boxes will now appear in the report as pictured below.

    
    
• To understand more about ticket actions and how and when to use them, please review Understanding the Ticket Actions Menu in TeamDynamix
   

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  New Custom Attributes for Static Text and Attachments (UNCW Requested Enhancements)
   

• Conditional Visibility for Static Content
  • Forms can now display static content conditionally, based on what a user selects in the ticket form. The content stays hidden until a matching selection is made. Prior to this enhancement, static content had to either appear by default or not be used at all.
     
• Custom Attributes for Attachments

  • Attachment-type attributes support most options that are used by custom attributes (depending on item type), including: 

    • We can now REQUIRE an attachment prior to submitting the ticket.
    • Show/hide in client portal settings - we can control if the attachment is available on the myTAC client portal.
    • Attribute dependencies - we can now determine when the attachment option should appear in the ticket based on the answers provided in another attribute. 
    • Protected attributes - if the attachment is confidential and/or may contain sensitive data, we can create a PIN that allows only designated individuals to open/view the attachment.
    • Attachments via file integrations (e.g., Google Drive and OneDrive) are now supported in addition to direct file upload. 200 MB per file

• Collapsible Report Sections - Each section of the report builder starts collapsed, and you can open the sections you need each time you edit a report. Information badges on the section headers preview the configuration inside the section. 
• Reorder Filters - Filters can be reordered in a report without breaking any Advanced Filtering Expression you may have configured. 
• Change Tracking & Undo/Redo - While editing the report, the editor keeps track of what changes you have made, shows which sections have changes, and allows you to undo/redo changes made to the report in this session.
• Inline Preview - When building a report, the preview page will show what the report will look like. No more saving the report and then returning to the edit page to make changes!!!!
• Rearranged Fields - Fields in report builder related to report results or charting are now grouped together. 
• Priority Colors - Charts sliced by Priority now use an intuitive color scale from green to red, so priority levels are recognizable at a glance, with distinct shades when multiple priorities share a color.
  
  
   

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  Ticket to Project Relationships - Project managers and team members can relate tickets to a project, issue, risk, or project task, so work tracked in a ticketing application stays visible from the related project item and vice versa.
   

  • New tabs or project sections are available for tickets, projects, project requests, issues, risks, and tasks, showing the relationships among these items. On projects and project requests, you can see all tickets related to the project/request and its component items.
  • When creating a relationship to an issue, risk, or card wall task, users can optionally enable Close on Ticket Completion, which closes the related item automatically when the ticket closes.
  • New columns have been added to ticket and project report sources to report on ticket-to-PPM relationships.
    
    
    
    To learn more, see Tracking Tickets in Projects.

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    If you need further assistance, please submit a service request