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 needed to get the form to appear in the list?

Tags form pinned-forms pin-form pin
Asked by Greg Van De Mark on Fri 6/17/22 11:48 AM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Fri 6/17/22 11:58 AM

Hello Greg,

You might have to just refresh your session of TeamDynamix, have you tried that? It shouldn't take a full sign off, sign back on type action, but hit F5 on your TDNext tab and let the whole thing refresh.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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D'oh! I was refreshing within TDX (to the left of +New), not at the browser level. Thanks! - Greg Van De Mark Fri 6/17/22 12:40 PM
You're very welcome! - Mark Sayers Fri 6/17/22 12:41 PM