TeamDynamix: Searching for Tickets and Saving Searches

How to search for tickets and how to save those searches for reuse.

Summary

TeamDynamix offers a number of out-of-box reports which can be found on the left side of the ticketing window in TDx Work Management. These are also used on the dashboard as "queues" to manage work. However, there are times when it is necessary to locate tickets or groups of tickets that do not appear in any of these reports. This tutorial will demonstrate how to search for specific sets of TeamDynamix tickets and how to save those searches for frequent use.

• Searching and Filtering Tickets
• Saving Searches

 

Ticket Searching, Filtering, and Saving Searches

Tickets can be searched and saved from TDx Work Management, the "back end", of TeamDynamix. 

Saved Searches are custom ticket reports that you can use to search for tickets and perform bulk operations on them.

 

Searching and Filtering Tickets

Step 1 - Go to TDx Work Management 

Step 2 - Select "View Applications", then select your ticketing application (ESM, SPA, Tickets, etc.).

Click for full-size images

 

Step 3 - In the left-hand column, click "Search".

 

Step 4 - In the toolbar above the list, click the " Filter button".

 

Step 5 - Configure your filter(s) and click Apply.

• By default, the filter only includes open tickets. Adjust the Current Status if you want to also see closed or cancelled tickets.
• Use the  magnifying glass icon for complete search results. The Start typing... method shows a maximum of five items, even if there are more matching results.
• Expand or collapse sections to show or hide additional filter options.

 

Outcome

You should be able to search and filter tickets.

Back to top

 

Saving Searches

Step 1 - Click "+ New Saved Search".

Step 2 - Enter a name for your search and click Save.

You can run your Saved Search at a later time by clicking "My Saved Searches" and selecting it from the list.

Click for full-size image

 

Outcome

You should be able to save search results and run saved searches again in the future.

Back to top

 

Related Articles

TeamDynamix Custom Reporting documentation

TeamDynamix: Viewing and Searching Your Ticket Request(s) in the Client Portal 

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request