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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

Department read-only default value

Hello!
Wondering if anyone know how to add a default value to department and if it can be made ready-only in forms. I am thinking of making a college name static value for departments on all forms.
1 Answer
Michael Rodriguez Last activity on 10/12/2023 1:08:16 PM by Brittany Renn

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

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

Select Multiple CI's

Greetings,
We have a few forms that will require selecting multiple CI's (I.E. Submitting Audit Findings that affect multiple VM's) and can't seem to find a way to associate a Ticket with Multiple CI's. I don't see a way to make this a 1 to...
3 Answers
Rik Miller Last activity on 9/8/2023 7:26:04 PM by Rik Miller

Images on ticket forms

Is there a way for me to add images to a ticket form?
2 Answers
Mariah Rible Last activity on 12/4/2023 2:16:55 PM by Sarah Glatz

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

Service Form - Attribute Defaults

In our form, we have a few attribute field with a Default choice Applied.
Up until recently, when the main attribute was selected, the default child was automatically applied. I cannot say for sure when this changed (it's been a little chaoti...
2 Answers
Carmen Chastine Last activity on 5/13/2022 4:46:23 PM by Carmen Chastine

Form in multiple applications

Does anyone have a case where they have the same form being used in multiple applications? If so, did you find a way to do this without having to create the form multiple times? If you referenced the form from a Client portal different from the a...
1 Answer
David Robertson Last activity on 1/11/2021 10:38:51 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

Out-of-the-box forms: "reset to" or documentation available?

We are branching out into problem and change management. I'd like to see what TDX had for attributes on the forms that came out of the box. (Our problem and change forms have been manipulated by us in the past.) Is there a way to revert the form ...
2 Answers
Greg Van De Mark Last activity on 1/30/2019 12:13:39 PM by Greg Van De Mark

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

Dependency on Asset Forms

We are starting a project to move over our Academic Technology assets to TD in the near future and want to know if there is some plan already to add dependency style smart functions to asset forms as they are already in place for ticket forms.
3 Answers
Patrick Lisk Last activity on 5/22/2018 3:44:27 PM by Mark Sayers

Can a ticket workflow change the status of all assets assigned to it?

We are working on a better way to track when we put back up classroom equipment into the field temporarily.
Our current process idea is to create a form for use in tracking the setup and tear down of equipment. We would also like to be able ...
3 Answers
Patrick Lisk Last activity on 11/15/2022 3:56:15 PM by Greg Benn

Reviewing TDX set up five years later: How to go about checking everything out?

We are in a season of reviewing how we have TDX set up. Our ticketing side started with types (still not exactly sure what those were) as the foundation and since 9.5, TDX has forms (easier to visualize) as the foundation. Templates are supposed ...
3 Answers
Greg Van De Mark Last activity on 10/3/2019 10:21:02 AM by Anthony Lombardo

9.5 Ticket Types and Reporting Going Forward

One of the use cases I had in mind for the new dynamic forms in 9.5 was to consolidate two or more ticket types into a single form that customizes itself based on how you answer the first question. However, if ticket types are going away eventual...
2 Answers
Patrick Lisk Last activity on 4/18/2017 12:41:35 PM by Patrick Lisk

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

Priority and Acct/Dept on Ticket Forms

Can we mark Priority and Acct/Dept as not required on a specific platform?

Thank you,
Kevin T. Cook
2 Answers
Kevin Cook Last activity on 2/19/2016 2:33:00 PM by Kevin Cook