Configuring Default Ticket Forms

This how-to article will help users to configure the default ticket forms using TDAdmin. The user must have the Admin access for the ticketing application in question.

Overview

Default ticket forms can be set for each classification: Incident, Service Request, Problem, Change, Major Incident, and Release.

Setting Default Forms for Each Classification

To select the default forms for each ticket classification:

1. In TDAdmin, click Applications in the left navigation.
2.  Select the desired Ticketing Application.
3. Click Forms in the left navigation.
4. Click the Configure Defaults button in the toolbar.
5. Select the appropriate default form for each classification.
6. Click Save.

Using the Default Forms

To use the default forms list:

• In Work Management, click the Applications Menu, then select the desired Ticketing Application.
• Click New in the toolbar.
• The default form for each classification will be displayed first under its respective category. Additional forms that are marked as pinned will appear alphabetically beneath the default form.
• The default form for the default ticket classification will also be shown as a link next to the New button.