Questions

form Clear Tag Filter

Cannot delete forms

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...
1 Answer
Michael Rodriguez Last activity on 11/21/2023 9:49:07 AM by Mark Sayers

Using Custom Forms on Client Portal

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 ...
1 Answer
Riley Fay Last activity on 8/14/2023 9:06:05 AM by Mark Sayers

cascading attributes on ticketing forms - does hidden parent mean hidden children?

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...
1 Answer
Greg Van De Mark Last activity on 6/29/2022 3:25:04 PM by Mark Sayers

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 ...
1 Answer
Greg Van De Mark Last activity on 6/17/2022 11:58:47 AM by Mark Sayers

How To Embed A Form For Web Requests On Internal Portal

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...
5 Answers
Riley Fay Last activity on 6/2/2022 4:15:35 PM by Riley Fay

iPaaS Send Form Notification

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...
1 Answer
Monica Crawford Last activity on 5/10/2022 5:40:41 PM by Carrie Willis

Service/Service Offering not appearing in list of services in form

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 ...
1 Answer
Damon Stennett Last activity on 4/13/2022 2:06:32 PM by Mark Sayers

Adding arguments to URL string for new ticket form

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...
1 Answer
Sean McCoy Last activity on 3/29/2022 11:49:10 AM by Mark Sayers

Ticket Templates: Moving from Task Templates to Workflows

Ticket templates use forms. I have a form that has task template as an attribute. When the template is selected, the task template is applied to the ticket. I'm moving from task templates to workflows. Is there a similar way to do this with workf...
1 Answer
Greg Van De Mark Last activity on 7/22/2021 3:05:41 PM by Mark Sayers

adding "Contact" field to forms?

Does adding the "Contact" field on a form add any names entered to the "People" tab of the ticket?
1 Answer
Becky Klein Last activity on 10/1/2020 9:24:13 AM by Mark Sayers

Form Permissions: You do not have permission to request this service

Our services are public. I set up forms so that only people that are authenticated can access them. I do this by setting the permissions of each form to "Allow all individuals to select this form for entry EXCEPT the associated groups below&...
1 Answer
Greg Van De Mark Last activity on 4/22/2020 10:31:11 AM by Mark Sayers

Classification Changes when Ticket is Saved

Problem: When we create an Incident, via a New Incident Form (a custom form for Telephones created by me), the classification is automatically changing to Service Request when the ticket is saved. When I originally created the Form, I associate...
1 Answer
Mel Gross Last activity on 10/18/2019 1:50:08 PM by Caitlin Baer

Default Ticket Due Date Overriding the Due Date Specified in the Form

I feel like I'm missing something obvious... I've created a new form, and specified on the form that the due date should be 3 days after ticket creation. However, something is overriding that and setting the due date on the ticket to one day af...
2 Answers
Mel Gross Last activity on 4/18/2019 1:31:00 PM by Mark Sayers

Is it possible to change the "form" attribute help text?

I have an incident form with help initially expanded. In TDNext, when selecting +New and selecting that form, the first field on the form is "form". That help text looks like an advertisement for TDX v9.5. Is there a way for me to updat...
1 Answer
Greg Van De Mark Last activity on 1/17/2019 1:18:14 PM by Mark Sayers

Types, Forms, Services: same number of each?

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...
8 Answers
Greg Van De Mark Last activity on 10/17/2018 2:56:27 PM by Greg Van De Mark

Ticket form not showing in TDNext "+New" dropdown

I created a new form in my ticketing application.
It is set as follows:
Classification Active Configured Pinned Default Change True True False False However, it...
1 Answer
Peter Mosinskis Last activity on 4/4/2018 8:25:12 PM by Peter Mosinskis

ticket templates and attachments

We use ticket templates and scheduled tickets in combination to automatically generate tickets. As part of this process, when I create the ticket template, I would like to attach an Excel file that has further detail. There are a few columns and ...
2 Answers
Greg Van De Mark Last activity on 2/5/2018 1:57:00 PM by Mark Sayers

Field names are truncated in TDNext project details

Some fields on project sections viewable in TDNext are truncated with no option to expand the text to see what the full field title is. Instead, the full title will be cut off and followed by ......
Is there a way to fix this in admin setting...
2 Answers
Ayla Parker Last activity on 5/1/2017 10:06:12 AM by Mark Sayers

Issue with 9.5 on the forms?

I just tried to fill out a form in our preview environment with some custom attributes, before I hit save, i changed to a form that does'nt have to custom attributes that I set a value for and it lost those custom attributes. Is that a bug.. or a...
1 Answer
Marcus Jackson Last activity on 4/14/2017 3:59:33 PM by Mark Sayers

Question Regarding Internal Ticket Forms

I'm trying to create a very simple ticket for internal purposes that only has 3 or 4 fields and I updated the Internal Release Form. I can't figure out how to enable that form or how to tie it to a ticket type I created.
Please clarify for me...
1 Answer
Jennifer Ludwig Last activity on 9/4/2014 11:15:37 AM by Jennifer Ludwig

Cannot create a TDClient from another TDClient-created form

It may be that I do not understand the "Shared form" language.

To reproduce:
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 Answer
John Borwick Last activity on 6/30/2016 10:18:48 AM by Mark Sayers

Creating a new Request Form from an exisiting form

How would I get an existing form to appear on the Copy From drop list when creating a New Form ? I have tried this while logged into the Admin application from Portfolio Planning / Request Forms and also from the Services application. In bot...
1 Answer
Cathy Crowley Last activity on 11/6/2015 4:30:01 PM by Mark Sayers

Creating External Form to generate TD Tickets

We are currently using the Email Service to convert the results of an external form to a TD Ticket. However, we are seeing limitations to this approach. For example, we have about 60 email accounts dedicated to this service to handle the differ...
2 Answers
Arlen Strader Last activity on 11/3/2015 1:10:12 PM by Arlen Strader