TeamDynamix: Search Tickets and Hardware Asset Records

This article is intended for TeamDynamix (TDX) Agents who work on tickets, assets, or projects and explains how to search and filter ticket and hardware asset records, or projects in TD Work Management using the 'Saved Searches' feature.

 

Before You Begin

  • Asset Agent or Asset Manager role is required to access TDX Departmental Asset application.
  • Project Manager or Portfolio Manager roles is required to access TDX Project application. 
  • Search filter uses an AND condition when applied on multiple fields, meaning only tickets that meet all criteria will appear. If you need and OR condition, consider using the reporting feature

 

In this Article:

 

Creating Saved Searches

  1. Log in to TD Work Management, click View Applications.
  2. Select the desired application (Tickets or Assets/CIs-Departmental)
  3. In the left navigation: 
  • Click Search if you are working with Tickets.
  • Click Assets if you are working with Asset/CI-Departmental module.
  1. From the toolbar, click the Filter icon to adjust the search conditions.
  2. Edit the filters as needed and click Apply.
  3. Click +New Saved Search.
  4. Enter a name for your search in the prompt and click Save.

 

Using Saved Searches

  1. Log in to TD Work Management, click View Applications.
  2. Select the desired application (Tickets or Assets/CIs-Departmental)
  3. In the left navigation: 
  • Click Search if you are working with Tickets.
  • Click Assets if you are working with Asset/CI-Departmental module.
  1. From the toolbar, click the My Saved Searches
  2. From the dropdown select the saved search you want to view.

 

Editing Saved Searches

  1. Log in to TD Work Management, click View Applications.
  2. Select the desired application (Tickets or Assets/CIs-Departmental)
  3. In the left navigation: 
  • Click Search if you are working with Tickets,
  • Click Assets if you are working with Asset/CI-Departmental module.
  1. From the search toolbar, click Edit Saved Searches.
  2. Select the search you want to edit.
  3. Click the Filter icon to adjust the search conditions.
  4. Edit the filters as needed and click Apply.
  5. Click +New Saved Search.
  6. Enable the Overwrite option.
  7. Click Save.

 

Copying Saved Searches

  1. Log in to TD Work Management, click View Applications.
  2. Select the desired application (Tickets or Assets/CIs-Departmental)
  3. In the left navigation: 
  • Click Search if you are working with Tickets.
  • Click Assets if you are working with Asset/CI-Departmental module.
  1. From the toolbar, click My Saved Searches.
  2. (Optional) Modify filters. 
  • Click the Filter icon to adjust the search conditions.
  • Edit the filters as needed and click Apply.
  1. Click +New Saved Search.
  2. Enter a new name for the copied search.
  3. Uncheck Overwrite.
  4. Click Save.

 

Sharing Saved Searches

You cannot directly share your Saved Search with other members of your group. However, you can collaborate with colleagues to recreate the same search. Here’s how you can do it:

  1. Create and save the search you need.
  2. Provide the filter criteria and search name to your group members.
  3. Your group members can then create and save their own searches using the details you provided.
Print Article