Questions

Hello!
Is there a way to use an email provided by a requester in a form to then use that email/person as an approver in a step in a workflow? If it cannot be done via the field is there a way for some one to add it manually during the workflo...

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. ...

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...

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...

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 ...

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...

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 ...

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...

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...

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 ...

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...