This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.
Is there a way to export service catalog / client portal styles or copy them over for usage when building new service catalogs?
Are we to have about the same number of types, forms, and services (like it seems to indicate in https://solutions.teamdynamix.com/TDClient/KB/ArticleDet?ID=3340 ) or have things changed since that article was written (pre-v 9.5)? Type is less i...
In Admin, Service Catalog, we see a new item Deleted Services section that show us services that were deleted since we went live. Can you explain the purpose of this? We can't un-delete or permanently delete them to get rid of them.
Is there a way to remove or hide the modules on the side of the Service Catalog: 'Popular Services', 'New Services', 'Popular Tags'? Sorry if I missed how to do so. We are looking for a way to remove 'New Services' especially, since it can hig...
I am eager to try out the 9.4.1 Public Forms capability. Andrew did a great demo on the subject but he started from a form that was already created. Any change of getting a KB article or some instructions starting from scratch?
We're needing to modify a particular field on one of our Service Catalog forms to make it required. Can you please point me in the right direction for doing so?
I am in the process of adding services to the Service Catalog within TD. Is it possible to customize the attributes on the New Service form (attached)? For example, I have a customer who would like me to add some additional fields to their servic...
Would someone kindly contact Tahlia Thomas at West Virginia to assist with this question? Can we make one service available from 2 categories? And How?
We are trying to clean up our services so I created a ticket report to identify tickets that need to be removed from any service that contains “do not use” in the title. When I save and run the report it results in 0 tickets associate...
It may be that I do not understand the "Shared form" language.
1. In TDClient create a form for a service
2. In TDClient go to a second service to the "Form" section
3. Select "copy from existing ...
1. Go to TDClient to Services with a user that has access to create service categories
2. Go to services to the "root" (i.e. not in any category, /TDClient/Requests/ServiceCatalog URL)
3. Add category via "Add c...
We are beginning to utilize automatic email notifications a bit more. I understand that while a Ticket Type may be set to notify a group, we need to set the Primary Reviewer at the Request Form level to an individual so the email notification wil...
Please could you help out to advise about the better way to provide access to certain group of people an xls to request the creation of new users.
I would like to make available this template for requesting the creation o...
I am working on a project to clean up some of the “junk” we’ve created in TD over the last two years. I would like to create reports that may show how frequently (or the last time) the following features were ...
I use group permissions for our Service Catalog and Knowledge Base. I ran into an issue today where I added a technician who was in a permissioned group for the Service Catalog and Knowledge Base into group that was created for a report and is n...
I have a technical question about Services/Categories. We are inputting our Service Catalogue into our Test environment and would like to know if this data is stored in one table or multiple and if it is possible to move the table(s) on the back...
Is it possible to import a service catalog from an excel file. If so how is this done? I am new to TeamDynamix so I would need somewhat specific instructions.
In previous version we had a list of associated KB articles that would be displayed every time that service would be pulled up. When we moved to 8.6 that no longer is displayed. Is there a way to turn that back on?
When selecting help in TDNext, I get sent to https://solutions.teamdynamix.com/TDClient/KB/?CategoryID=1081 which shows images for each KB category. I want to use images in the same way for my knowledge base categories. Is this something that I...
Hello, I'd like to get more information about configuring the visibility of a service in the service catalog. This relates to the question posed here: https://solutions.teamdynamix.com/TDClient/Forums/Questions/Details?ID=101685. The answer state...
Can an item that is marked as a service request be converted to a regular ticket (incident, problem, change, release)?
We set up our website's (www.uwrf.edu) Google search to be able to search through uwrf.teamdynamix.com. We are not getting results from TDHE when searching. Do you know if something on your end is prohibiting this from working (e.g., not allowi...