First Day Impacting items:

Move Workflow Steps to the client portal Ticket Detail page

• In the client portal, workflow step actions are moved from the separate Current Workflow Step page to the Ticket Detail page, showing in a new Current Activities side panel, matching how workflow actions display in TDNext.
• The same information and capabilities are available in the client portal, but consolidated into one view. 
  • The Current Workflow Step page is removed; hyperlinks to it (including from existing notification emails) automatically redirect to the Ticket Detail page, including when someone clicks that link after the workflow step has been removed.
  • The default Ticket Workflow Step Assignment and Ticket Workflow Step Reminder notification templates are updated to link to the ticket details page only. If your customized version of these templates still includes both links, you may want to update them to show one link.

Delegated Approvals

• Client portal users and technicians can designate a delegated approver to review and approve items on their behalf while they are unavailable, and administrators can configure delegations directly for users with unexpected absences.

  • Users with the new Delegate Approvals permission can set a delegated approver from Client Portal > Service Requests > My Approvals or TDNext > My Work > My Approvals.
  • Administrators can view, create, and edit delegations from a new TDAdmin > Users and Roles > Delegated Approvals page.
  • Feed entries note when an approval was made "on behalf of" the original approver.
  • A new Delegated Workflow Step Responsibility column is available in the Tickets and Project Requests report sources.
  • The My Work > My Approvals filter previously labeled "Service Requests" is renamed to "Tickets."

Related Tickets

• Technicians create relationships between tickets separate from the parent/child hierarchy, independent of the ticket's classification.
  • A new Related Tickets tab on the ticket detail page lists tickets related to the current ticket.
  • Relationships are non-hierarchical and aren't limited by ticket classification: a relationship shows the same way on both tickets.
  • Related tickets are reportable using new Related Ticket Count and Related Tickets columns

New Report Editor

• The report builder page has been rewritten, with the following new capabilities: 
  • Collapsible Report Sections - Each section of the report builder starts collapsed, with the ability to open the sections you need each time you edit a report. Information badges on the section headers preview the configuration inside the section. 
  • Reorder Filters - Filters can be reordered in a report without breaking any Advanced Filtering Expression you may have configured. 
  • Change Tracking & Undo/Redo - While editing the report, the editor keeps track of what changes you have made, shows which sections have changes, and allows you to undo/redo changes made to the report in this session.
  • Inline Preview - when building a report, the preview page will show what the report will look like. 
  • Rearranged Fields - Fields in report builder related to report results or charting are now grouped together. 

Priority Colors in Report Charts

• Charts sliced by Priority now use an intuitive color scale from green to red, so priority levels are recognizable at a glance, with distinct shades when multiple priorities share a color.
• Renamed Pages and Links referring to TDNext
  • Throughout the system, places where the user interface or links in the system refer to the technician interface as "TDNext" now refer to it as "Work Management". Page URLs that contain /TDNext/ and areas related to granting users the TDNext application are not altered by this change. 

Other items of note:

Bulk Edit Tickets

• Technicians can now select multiple tickets on the Ticket Search page and update standard and custom fields in a single bulk edit operation in the Actions menu. Users supply values only for the fields they want to change and fields left blank are not modified on any ticket. Custom attributes are shown when they are editable and present across all selected tickets' forms.
• This change was previously released in a maintenance release. 

Conditional Visibility for Static Content

• Forms can now display static content conditionally, based on what a user selects in a choice-based field on the same form. Administrators configure this directly in the form builder by specifying which field value should reveal the content; the content stays hidden until a matching selection is made.
• If you would like conditional static content added to a form please submit a ticket.

Full Release Notes

https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/Article/172220/12-3-Release-Notes