Saved Searches in TeamDynamix (TDX)

Environment

ITS Ticketing Application in TeamDynamix

Issue

How do I save a global search in TeamDynamix (TDX)?

Resolution

1. In the desired ticketing application, select "Tickets" from the left hand navigation.
2. Click the green filter button in the horizontal navigation
3. Select your criteria (note the Status field defaults to only open tickets - adjust as needed)
   1. Responsibility
      • Includes Groups, Individual, and Workflow Step Responsibility
   2. Dates/Updates
      • Includes Creator, Created from and to dates, closed by, Status changed from and to dates
   3. Advanced
      • Includes Services, Assets, Locations
   4. Custom Fields
      • All custom ticket attributes
4. Click Apply.
5. Click Save Search.
6. Enter a name of the search, click Save.
7. To access this search again, click My Saved Searches, and select based on the name.

Additional Information

Searches can be saved individually, but cannot be shared with other TeamDynamix Technicians. When the ability to save searches globally was on, there was a proliferation of global saved searches, rendering saved searches less useful. The ability to save searches globally has been turned off in TeamDynamix in order to facilitate the use of saved searches for all Technicians.

For assistance, submit a request here: ITS-TeamDynamix Support.