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12.1 Release Notes
Version 12.1 is scheduled to be released on November 8, 2025.
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Release Preview Environment and Preview Webinars
The release preview environment will be available from October 21 until the release. There will be two preview webinars during the release preview period, and a Q&A webinar the Monday after the release.
- Preview Webinar 1: Wednesday, October 22 @ 2:00 ET - Register Now
- Preview Webinar 2: Monday, November 3 @ 2:00 ET - Register Now
- 12.1 Q&A Webinar: Monday, November 10 @ 2:00 ET - Register Now
These webinars will be recorded and published in the Product Release Videos category.
Changes with Day 1 Impact
General Enhancements
Dark Mode for technician interface
Users can use the TeamDynamix technician interface in native dark mode. To enable this, technicians can toggle the setting on the My Profile > Settings > Edit page.
Report Builder Typeaheads
The column and filter selection fields in the Report Builder have been converted to typeahead/lookup fields. Users can now select fields more easily using typeahead, and see additional information about fields in the lookup page. The lookup page also includes options to filter the available fields to more easily find the field you need.
Filtering on Dashboards for Report Builder
Report Builder reports on dashboards can be filtered within the dashboard based on the fields that are configured as filterable. The "Prompt" column in report builder filters has been renamed to "Dashboard Filtering" in support of this feature.
Day 1 Impact - The filters defined on reports will be immediately available in dashboards.
Email and Reply Monitor Status Page
A new Email Monitors page is available in TDAdmin to organization administrators. This page allows viewing the status of all email monitors and reply monitors that have been configured across the whole organization in one place, and displays the email monitors' current Status to administrators from this page.
Click to Copy URL Button
A 'Copy Link to Clipboard' button has been added to pages that support Click to Copy for the item ID.
This feature was previously released in a maintenance release.
Revise with AI
Revise with AI allows users to edit text for grammar, clarity and conciseness in formatted text fields throughout the system.
To learn more about Revise with AI, see this article.
This feature was previously released in a maintenance release.
Microsoft Power BI Connector
The TeamDynamix Power BI connector allows users to pull data directly from TeamDynamix into Microsoft Power BI for additional reporting capabilities. The connector can pull data via a report or via other API endpoints.
To learn more about setting up the Power BI connector, see this article.
This feature was previously released in a maintenance release.
People Import Security Role Update
The people import will be updated to better handle users where the security role does not match the applications assigned. When the people import processes a user that is assigned to a security role with a Client or Client + Reporting license type, the user's access to the TDNext application will be removed.
Day 1 Impact - If there are people in your people import who are assigned to the TDNext application and have a client license type, their access to the TDNext application will be automatically removed. If this inadvertently removes TDNext access from a user, you can address this by assigning a non-client license type and re-assigning the TDNext application (either through a new import or by manually updating the user).
Service and Asset Management Enhancements
Automation Rules for modified tickets
Automation Rules can now be configured to apply to tickets after ticket creation. Existing rules will only apply during ticket creation until edited.
When automation rules apply to existing tickets, new settings allow setting values without overriding configured values.
To learn more about Automation Rules, see the updated Getting Started with Automation Rules article.
Update Ticket workflow step type
The new Update Ticket workflow step type allows a ticket workflow to make changes directly on the ticket without needing any external automation. Administrators can configure the workflow to make the following changes:
- Change Status and related settings
- Set Responsibility
- Set custom attributes
- Add a comment (and optionally send a notification).
To learn more about the Update Ticket step type, see this article.
Connect an existing Azure Monitor instance with TDX to create tickets in TDX from alerts in Azure Monitor.
For more information about the Azure Monitor integration, see this article.
Run ticket workflow Web Service and Timer steps in real time
Ticket workflow Web Service steps and Timer steps will now run in real time, without a wait time for processing.
For more information about Web Service Steps, see this article.
Day 1 Impact - For workflows with multiple Web Service or Timer steps, this may cause the workflow to complete much faster than it would have previously run, which may potentially impact external systems called by the web service steps.
Add ticket workflow Notification steps to the Feed
A feed entry is generated when a Notification step is sent on a ticket. The feed entry includes the notified people, but does not include the full body of the notification.
Improved Integration with TeamDynamix ITAM (Sassafras)
The integration between TeamDynamix Work Management and TeamDynamix IT Asset Management (Sassafras AllSight) has been updated with the following improvements:
- Data about computers, devices and software products that is synced from ITAM into Work Management is stored in dedicated fields that are available for reporting and visible from the Discovered Data tab of the detail page.
- The integration no longer relies on the External ID field, but uses dedicated fields to link Work Management assets and CIs to ITAM computers, devices and software products.
- Setup within Work Management is reduced. You are no longer required to set up external viewers or custom attributes for discovered data.
- The integration runs faster as it makes more changes in bulk.
To learn more about the integration to TeamDynamix ITAM see these articles:
The updated integration will require Work Management version 12.1 or later and ITAM version [TBD - this is expected to be a specific maintenance release of ITAM version 8.1] or later.
Intune Actions in Work Management
The Microsoft Intune integration has been updated to support taking actions via Intune directly within TeamDynamix. The following actions are now supported:
- Open in Intune
- Sync TeamDynamix Asset from Intune
- Remotely Lock Device
- Device Reboot
- Reset Device Passcode
- Run Intune Device Sync
- Windows Defender Full Scan
- Windows Defender Quick Scan
- Initiate Windows Defender Updates
- Request Remote Assistance
To learn more about the Intune integration, see this article.
Private Attachments
Like Feed entries, Attachments can now be marked as private, which hides the attachment from users in the client portal. When viewing a ticket, technicians can toggle whether an attachment is visible in the client portal using the Private checkbox.
A new ticketing application setting "Make attachments private by default" allows controlling the default setting for attachments uploaded by technicians. When a new attachment is added, it will be marked as private or not based on these rules:
- Attachments uploaded via client portal default to not private.
- Attachments uploaded via Work Management or via email are set based on the application setting. Users cannot change this setting during upload of an attachment; they will need to change it on the existing attachment.
- Attachments added via the API are set based on the application setting, but a new parameter allows setting it to either private or not.
- Attachments copied via the API use the same value as the copied attachment has, but a new parameter allows setting it to either private or not.
Day 1 Impact - The ability to mark attachments as private will be available to all ticketing users immediately.
Permissions to delete attachments on tickets
New permissions have been added for both technicians and client users to determine if they can delete attachments on tickets. The "Delete Ticket Attachments via Client Portal" permission on a client security role allows client users to delete attachments, and the "Delete Attachments" permission on the ticketing application security role allows users to delete attachments via the technician interface.
These permissions have been automatically assigned to all security roles to avoid a change in users' permissions.
Start a Teams Chat from TeamDynamix
Users can start a conversation in Microsoft Teams in two new ways:
- From a ticket, use the Actions > Start Teams Chat menu to start a conversation including people on the current ticket.
- From the TeamDynamix mobile app, use the Person Detail page to start a direct chat or call via Teams.
[Screenshot of starting a chat via mobile COMING SOON]
To learn more about the Start Teams Chat feature, see the following articles:
This feature will not be available in the Release Preview environment. It relies on the Teams integration's connection to your TeamDynamix production environment and relies on a new version of the mobile app which will be released alongside version 12.1.
AI Ticket Summarization
AI Ticket Summaries allow technicians to quickly understand the details and recent activity on a ticket.
To learn more about AI Ticket Summaries, see this article.
This feature was previously released in a maintenance release.
Real-Time calculation of Ticket Metrics
Ticket Metrics in the report builder are now calculated as tickets are modified, rather than as a batch process overnight. This allows reports that rely on these metrics to be more up to date and means that historic tickets' values are no longer modified unless the ticket is modified.
Day 1 Impact - This change may cause differences in reporting on these metrics for historic tickets when Operational Hours are changed in the organization. Prior to version 12.1, a change in the Operational Hours would change the relevant metrics for all tickets in the ticketing application, even if that ticket had not been changed recently. Starting in version 12.1, metrics for old tickets will not be recalculated in that scenario.
Project Management Enhancements
Reassign Issues on Update Issue page
Users can reassign issues on the Update Issue page, and can notify the assigned resources. 
Note that the Notify Responsible User does not check whether the responsible user for the issue has changed, meaning it works the same way as the Issue Edit page, not the Update Ticket page.
Day 1 Impact - The ability to reassign issues from the Update page is available to all users immediately.
Shared Project Template Editing
New permissions allow users to collaborate on project templates that they did not create.
- Edit Global Project Templates - the user can edit templates that are marked as global, even if they are not the template owner.
- View All Project Templates - the user can view project templates in Work Management that are not marked as global
- Edit All Project Templates - the user can edit all project templates in Work Management, including ones that are not marked as global.
API Changes
The following endpoints have been added to the API:
- Get Response Templates - GET /api/{appId}/tickets/responseTemplates?categoryId={categoryId}&searchText={searchText}
- Add tags to a ticket - POST /api/{appId}/tickets/{id}/tags
- Delete tags on a ticket - DELETE /api/{appId}/tickets/{id}/tags
- Add attachment to an Issue - POST /api/projects/{projectId}/issues/{issueId}/attachments?showViewLink={showViewLink}
- Add attachment to a Risk - POST /api/projects/{projectId}/risks/{riskId}/attachments?showViewLink={showViewLink}
- Bulk add relationships to assets/CIs - POST /api/{appId}/cmdb/relationships/bulkadd
- Bulk remove relationships from assets/CIs - POST /api/{appId}/cmdb/relationships/bulkdelete
- Copy ticket attachments - PUT /api/{appId}/tickets/{sourceId}/attachments/{attachmentId}/copyAttachment
- List blackout windows - GET /api/{appId}/tickets/blackoutwindows
- Create blackout window - POST /api/{appId}/tickets/blackoutwindows
- Get blackout window - GET /api/{appId}/tickets/blackoutwindows/{id}
- Edit blackout window - PUT /api/{appId}/tickets/blackoutwindows/{id}
- Search blackout windows - POST /api/{appId}/tickets/blackoutwindows/search
Deprecated Features
Removed the Private Team
The Private Team pseudo-project has been removed from users that still have access to it. Only users created before version 11.4 had access to the Private Team in version 12.0.
Day 1 Impact - The private team is removed for users who still had access to it.
Resolved Bugs
The following bugs were addressed as part of version 12.1:
| ID |
Description |
| 29062048 |
Fixed an issue where custom decimal attributes would switch to scientific notation when the value is very large (above 17 digits). As a result of this fix, saved values that have been converted to scientific notation may not be able to be re-saved. |
| 27771104 |
Fixed an issue where the client portal styles preview in TDAdmin would show inaccurate colors. |
Database Changes
See this article for documentation related to database changes between version 12.0 and 12.1. This documentation can be used by private cloud customers who are making queries directly against the TeamDynamix database.
Additional Changes
This section will include any additional changes that are made during the release preview time frame. This section may be updated throughout the release preview period with changes that would normally be included in weekly maintenance releases.