TeamDynamix Bulk Update Tickets: Assign to New group, Comment, Update, Associate Asset and More

Environment

TeamDynamix Ticketing Applications

Issue

Identify and update tickets that all need similar updates (such as reassigning to a different group)

Resolution

Step 1: Navigate to the Ticket Search area

1. Click on the View Applications button (at the top to the right of "University of Michigan") in TDX.
2. Select your ticketing app. 

Step 2: Search for the tickets 

1. In Work Management/TDNext (the ticketing application), in the left-hand navigation bar, click on the heading/hyperlink for Search.
2. In the upper right of the Tickets window, click the funnel icon labeled "Filter" to search within the tickets.
   1. Set the criteria to match the tickets you are looking for.
3. Scroll all the way to the top and click the "Apply" button.

Step 2: Bulk Update the tickets

1. Now that the tickets are listed in the search window, tick the checkbox to the left of each ticket that needs updating.
2. From the Actions pull-down, select the appropriate action.
   1. Comment
   2. Update
   3. Assign and choose the appropriate responsible group, such as ITS-FrontLineSupport. 
   4. Associate Assets/CIs
   5. Associate KB Article
   6. Associate Tags
   7. and there are options to create related Major Incident, Problem, or Change tickets as well
3. Update, comment, or add the new info (new group, comment, asset, etc) as needed.
4. Save

Additional Information