TDX 12.2 Update Release Notes and Resources

TeamDynamix is making some user interface changes in an upcoming update. This update is scheduled to go live in May 16th, 2026. This article will provide some helpful links and resources that can help you prepare for the update release and new user interface changes.

Links and resources

  • Webinars: TeamDynamix has been holding webinars to preview the changes, and archived recordings of the TDX webinar can be found at the link below: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=171516   (TDX Community Login required)
  • Release Notes: A link to the TeamDynamix release notes for the update can be found here: (TDX Community login required) https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=170730
  • User Preview: If you want some hands-on experience with the update, the TDX 12.2 user preview can be found here: https://viu.teamdynamixpreview.com/ This preview is based on a snapshot taken a few months ago and does not contain live data.  It is intended to provide users with a preview of the new interface and cannot be used for live ticket updates. You may not find your most current tickets, but this is as intended.  Feel free to explore the new features and interface here.  Sign in using your normal TDX login credentials, then click on Users to see the new interface. The preview environment will be deactivated once the update goes live. 

Highlights of the 12.2 update

  • Client Portal Interface Updates
    The TeamDynamix client portal interface has been updated to use concepts from the technician user interface for a more modern look and feel. The following changes are included:

    • Tables in the client portal use the format and style used by the technician interface.
    • Action buttons (e.g. Request Service, Edit Article) have a new format to allow more actions in the same screen space, allowing more requestable items to be seen at once. 
    • Article and Service detail pages use more of the screen width.  
    • Category tiles, project tiles, and HTML modules have updated borders and styles.
    • Certain actions that opened as pop-up windows now open with in the page. 

  • Shared Dashboards
    Work Management users can share dashboards with each other directly from the dashboard's settings page, with the choice to share with specific users or with groups. Sharing a dashboard requires a new "Share Dashboards" permission which will not be automatically added to any security roles, but once the permission is granted, administrators no longer need to help configure and share dashboards with users. 
    Screenshot of a dashboard settings page showing it is shared with a group
    Screenshot of the Shared Dashboards page in TDAdmin
    To learn more about Shared Dashboards, see this article.  (TDX Support login required)

  • User Option to Open New Pages in Tabs
    A new setting allows users to choose how pages that currently open as side panels should open. The setting is available at My Profile > Settings > Edit.

     Screenshot showing the Open new pages in setting on the My Profile page
     

  • Warning Message for Non-Production Environments
    A new warning message appears in non-production environments at the top of the page. When enabled, this can be dismissed for an individual page but will reappear on the next page load. This feature can be enabled or disabled in TDAdmin > Organization Settings > Site Settings > Non-Production Environments.

    Screenshot of the sandbox warning message in a Client Portal
     

  • Friendly Client Portal URLs
    URLs for end user facing pages in the client portal have been updated to be descriptive of the page that they link to. Existing links to these pages will automatically redirect to the new page URL, and renaming a page will support old versions of the descriptive URL. 

    The following pages will be supported: 

    • Knowledge Base Category 
    • Knowledge Base Article Detail
    • Service Category
    • Service Detail
    • Service Form
    • Service Offering Detail
    • Service Offering Form
    • Pages (client portal pages defined in TDAdmin). 

The Page URL will be configurable in TDAdmin > Applications > Client Portal Application > Pages. This will be set automatically based on the page's name for existing pages. 

Example URL change for an article: 

This change will apply automatically to all client portals. Any existing link to the affected pages will permanently redirect to the new URL, so you do not need to update links that exist in user-generated content in TeamDynamix or in other systems.

  • Automatic Ticket Assignment
    Automatic Ticket Assignment allows organizations to configure round robin-style ticket assignment for their Groups. At the group level, administrators can define rotation order, the source of tickets that the setting should apply to, as well as settings for any group members that should be excluded from automatic ticket assignment.

    Screenshot of automatic ticket assignment settings

    To learn more about using Automatic Ticket Assignment, see Getting Started with Automatic Ticket Assignment.

  • Project Applications
    Organizations can define multiple project applications, with separate visibility, security roles, configurations, and administration. Areas of the system in the Projects, Project Templates, and Portfolio Planning standard applications will now be administered inside the segmented Projects application. 

    All project applications will share configurations and information related to resources and their schedules, so that resource planning can happen without overlapping requests from separate applications.

    Screenshot showing the applications menu with both the default projects application and HR projects application available   Screenshot showing the project application in TDAdmin with the left navigation menu showing project and project request configurations  Screenshot showing a project being moved to a different application.

    For more information about Project Applications, see these articles:

Day 1 Impact - The changes to move projects into an application structure take place automatically. Users will see the following impacts:

  • Project and Project Request-related pages within TDAdmin have been moved into the Project Application.
  • Security Roles will be generated within Project Applications that provide users with the same access as they have in version 12.1. 
  • The Briefcase, Document Workflows, and Project Templates pages have been removed from the View Applications menu. Users with access to these applications will see them in the Settings menu of the Project application.
  • Feed entries for projects will be updated asynchronously during the upgrade, meaning that during the upgrade weekend, feed entries may not appear on projects and their component items until that feed entry has been updated. The most recent feed entries will be updated first.
  • Project-related APIs now support specifying an project application ID; if one is not provided, the request will automatically route to the default project application.

 

 

 

 

 

 

 

 

 

12.2 release notes: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=170730#SharedDashboards

12.2 preview webinar
Project Management
-Project Applications - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=171398

Budget and Capacity Planner - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=3361

Automatic Ticket Assignment - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=171046

Client Portal UI Updates - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=170730#ClientPortal

Shared Dashboards - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=170730#SharedDashboards

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