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Auto-Populate Form Field from Requestor or People Attribute

Hi, I want to have a form field that will automatically fill in a user's attribute (job title, unique identifier, etc) when they are selected from another Person Lookup field. Is this possible in TeamDynamix or is this something an iPaaS flow ca...
1 Answer
James Cherry Last activity on 2/27/2024 3:20:43 PM by Mark Sayers

Cannot delete forms

Hi!
We inherited the TDX instance that we have now. We have managed to delete all the tickets and services created by the previous department. However, there are some forms that I cannot figure out how to delete. See below. I cannot seem to f...
1 Answer
Michael Rodriguez Last activity on 11/21/2023 9:49:07 AM by Mark Sayers

Using Custom Forms on Client Portal

Hello,
We are in the process of building out our Service Catalog and are creating custom forms in TDAdmin to assist under TDAdmin > Applications > Tickets > Forms. However, when working in the Service Catalog, I don't see all of the ...
1 Answer
Riley Fay Last activity on 8/14/2023 9:06:05 AM by Mark Sayers

cascading attributes on ticketing forms - does hidden parent mean hidden children?

I'm using cascading attributes on forms. I'd like the parent attribute to be hidden (because I'm setting it to a non-changeable default value and I want the form to not be cluttered) but I'd like the child attribute to be editable. I'm hiding the...
1 Answer
Greg Van De Mark Last activity on 6/29/2022 3:25:04 PM by Mark Sayers

Pinning Forms

I'm trying to pin a form to the +New area in our TDNext ticketing app. I have the "Pinned" checkbox checked (as well as "Active" and "Show in TDNext Create and Edit") in the form settings. The form does not appear. Is there anything else that is ...
1 Answer
Greg Van De Mark Last activity on 6/17/2022 11:58:47 AM by Mark Sayers

How To Embed A Form For Web Requests On Internal Portal

Hello,
Our organization is building out a new portal and we would like to be able to have a form on the new site that would allow users to fill out what they need assistance with and it would come through as a web request to us. We have somet...
5 Answers
Riley Fay Last activity on 6/2/2022 4:15:35 PM by Riley Fay

iPaaS Send Form Notification

iPaaS is very new to me. Has anyone used the Send Form step in iPaaS? I've read the KB articles on it and sending notifications, but I have not figured this out yet. I'm attempting to configure the Custom SMTP notification method, but I am real...
1 Answer
Monica Crawford Last activity on 5/10/2022 5:40:41 PM by Carrie Willis

Service/Service Offering not appearing in list of services in form

Hi there,
I have some services that have been built along with service specific forms. The custom forms have been attached to their respective services. In the forms there is a Services field which we want to pre-populate with the service so ...
1 Answer
Damon Stennett Last activity on 4/13/2022 2:06:32 PM by Mark Sayers

Adding arguments to URL string for new ticket form

Right now, if I type in a URL like this:
https://mydomain.teamdynamix.com/TDClient/30/Portal/Requests/TicketRequests/NewForm?ID=czv4Fxr7fgI_&RequestorType=Service
It takes me to a new ticket form for a specific Service, which is prett...
1 Answer
Sean McCoy Last activity on 3/29/2022 11:49:10 AM by Mark Sayers