General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

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forms and service, type (and service offering) attributes: TDClient vs. TDNext

I'm setting up forms and trying to keep them as simple as possible. Therefore I'm not including service, service offering, and type attributes since I can associate the form with the service offering and those attributes should be taken care of. ...
1 Answer
Greg Van De Mark Last activity on 5/1/2024 9:46:37 AM by Mark Sayers

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

Multiple department fields on a form?

Hi there. Is it possible to have multiple department attribute fields on a form? I tried adding a new field but there was no department field type available. There is only the one generic department field that is on every form. I have a customer ...
1 Answer
John Allen Last activity on 9/7/2023 4:37:05 PM by Mark Sayers

Adding Built-In Attributes to Ticket Update Page

Is it possible to add out-of-the-box attributes to ticket update pages? We would like to add service, service offering, and type to the update pages in our IT ticketing application.
Thank you.
1 Answer
Anderson Hanchett Last activity on 6/29/2023 1:53:46 PM by Brittany Renn

Attributes not used on a Form

Hi,
Is there a way to see which attributes are currently not in use on any forms other than clicking on Form Usage for each Attribute in Admin?
Thanks,
Erin
1 Answer
Erin Tramble Last activity on 10/25/2022 12:57:37 PM by Mark Sayers

Custom location attributes

In the latest version of TDX, you can apprently create a custom location attribut that allows you to use "location" on a form more than once. For the types, we have "location" and "location and room". How are these supposed to work? If I use both...
1 Answer
David Mitchell Last activity on 9/23/2022 10:23:57 AM by Mark Sayers

reassociating attributes

Is there any way to combine/reassociate attributes, like is possible with services/forms? I've recently consolidated our service catalog and forms, and would like to clean up the attributes I’ve deactivated for a cleaner db. However, I’m worried ...
1 Answer
Becky Klein Last activity on 4/22/2022 11:54:24 AM by Mark Sayers