Body
Version 12.2 Release Notes
Version 12.2 will launch May 16, 2026.
Contents
Release Preview Environment and Preview Webinars
The release preview environment will be available from April 28 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, April 29, 2026 @ 2:00 ET - Register Now
- Preview Webinar 2: Monday, May 11, 2026 @ 2:00 ET - Register Now
- 12.2 Q&A Webinar: Monday, May 18, 2026 @ 2:00 ET - Register Now
These webinars will be recorded and published in the Product Release Videos category.
Changes with Day 1 Impact
Service Management
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.
To learn more about using Automatic Ticket Assignment, see Getting Started with Automatic Ticket Assignment.
Customize Order of Ticket Detail Sections
Application administrators can choose the order that the sections of the ticket detail page will display in, allowing you to put the ticket description or custom attributes above the ticket's standard attributes section. This can be configured in TDAdmin > Applications > [Ticketing Application] > Settings, in the Detail Page Order property.
This feature was previously released in a maintenance release of version 12.1.
Project & Portfolio Management
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.
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.
Budget and Capacity Planner
A new web-based version of the Budget and Capacity Planner is available, accessible from the Portfolio Planning standard reports page and the Downloads app. The Budget and Capacity Planner allows project and resource managers to view the resource and budget allocations of projects and requests and evaluate how shifting those allocations would affect resources' capacity.
To learn more about using the Budget and Capacity Planner, see Getting Started with Budget and Capacity Planner.
General Enhancements
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.
Day 1 Impact - These changes take place automatically for all organizations with the launch of version 12.2.
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 this article:
Day 1 Impact - 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.
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.
To learn more about Shared Dashboards, see this article.
Customize Report Column Names
When building a report, users can customize the Display Name for columns using the new Display Name field.
Dynamic Widgets in Analysis Dashboard
Dynamic Widgets are now supported in the Analysis Dashboard. As with report builder reports, these will respect the user's "View All Application Instances in Analysis" permission to determine which items from segmented applications are available.
Attachment Count in Reports
A new Attachment Count field is available in ticket and knowledge base article report builder reports.
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.
Webhook Event Filtering
When creating or editing a webhook, administrators can configure filtering that applies before the webhook is sent out from TeamDynamix. These filters apply to Created and Changed webhooks. Administrators will be prompted to include a filter whenever they create or edit a webhook with no filters, but webhook filters are not required.
To learn more about getting started with webhooks, see this article.
Configurable Session Timeout
Organization administrators can modify the session timeout in TDAdmin > Organization Settings > Site Settings. This controls how long a session remains active after a user becomes idle, and defaults 480 minutes (8 hours), which is the same timeout as applies to all organizations in version 12.1.
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.
Day 1 Impact - This setting will be enabled in all environments when upgraded to version 12.2, but will not show anything in Production.
Technician and Admin Interface Accessibility
The technician and administrator interfaces are now more accessible, with changes to meet current accessibility standards. All areas of TDNext, TDWorkManagement and TDAdmin now conform with the WCAG 2.1 AA standard.
As part of this change, help text is displayed throughout the system to explain date formats for date pickers and to identify required fields
Day 1 Impact - The changes to help text are applied automatically.
API Changes
The API documentation has been updated to use the Swagger/OpenAPI format, which provides a standard API documentation format that is both human and machine readable. The new API documentation provides example requests and responses for each endpoint.
Deprecated Features
The following features have been deprecated:
- Now - TDAdmin no longer allows deleting a custom attribute or custom attribute choice if it is used on any of the items that can have that custom attribute. Attributes and choices can still be marked as inactive in this case, and can still be deleted if the are not in use on any items.
- Future - The Windows Budget and Capacity Planner is deprecated. It will be supported in version 12.2, but will be removed in a future version.
Day 1 Impact - The change to deleting custom attributes applies automatically.
Database Changes
See this article for documentation related to database changes between version 12.1 and 12.2. This documentation can be used by private cloud customers who are making queries directly against the TeamDynamix database.