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Copying or Exporting Service Catalog Styles

Is there a way to export service catalog / client portal styles or copy them over for usage when building new service catalogs?
Thank you
1 Answer
Anderson Hanchett Last activity on 5/4/2023 1:46:40 PM by Brittany Renn

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 ) 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

Preview question: What's with showing Deleted Services?

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.
1 Answer
Mark Sayers Last activity on 12/21/2017 12:26:43 PM by Mark Sayers

Can Service Catalog modules like 'Popular Services' or 'New Services' be hidden?

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...
1 Answer
David Durling Last activity on 8/23/2017 11:41:51 AM by Mark Sayers

Public Forms

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?
5 Answers
Billie Herman Last activity on 11/17/2016 4:20:20 PM by Mark Sayers

Modifying a Service Catalog form (need a field to be required)


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?

Thank you,
1 Answer
Chad Martin Last activity on 11/2/2016 11:47:12 AM by Mark Sayers

Service Catalog

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...
3 Answers
Michael Fiszlewicz Last activity on 11/4/2015 9:52:26 AM by Michael Fiszlewicz

Can we make one service available from 2 categories

Team Support:

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?
1 Answer
Tahlia Thomas Last activity on 10/5/2016 11:30:20 AM by Mark Sayers

Unable to delete services that do not have tickets, project, or requests associated with them

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...
1 Answer
Daniel Stuckey Last activity on 7/10/2016 8:32:11 PM by Mark Sayers

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

Root-level service categories created via TDClient are not accessible via TDClient

To reproduce:
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...
1 Answer
John Borwick Last activity on 6/29/2016 11:09:04 AM by Mark Sayers

Admin Reporting of Users "where used"

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...
1 Answer
Maggie Eaheart Last activity on 6/14/2016 9:40:25 AM by Mark Sayers

How to make a document accessible to TD users

Hello TeamDynamix

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...
1 Answer
Carmen Villen Puerto Last activity on 2/16/2016 1:06:25 PM by Jamey Stock

TD Reporting

Hello —

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 ...
1 Answer
Michael Fiszlewicz Last activity on 2/2/2016 3:48:35 PM by Mark Sayers

Group permissioning in Service Catalog and Knowledge Base

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...
1 Answer
Kathy Holman Last activity on 1/15/2016 11:50:41 AM by Phil Curl

Moving tables from Test to Live environment

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...
2 Answers
Lorraine Helson Last activity on 10/22/2015 2:34:32 PM by Lorraine Helson

Importing a Service Catalog from Excel

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.
1 Answer
Jim MacKenzie Last activity on 10/13/2015 11:01:40 AM by Jamey Stock

Service Related Articles not displaying

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?
3 Answers
Kevin Cook Last activity on 9/3/2015 11:25:53 AM by Kevin Cook

Images on KB, service categories

When selecting help in TDNext, I get sent to 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...
3 Answers
Greg Van De Mark Last activity on 3/6/2015 2:17:24 PM by Greg Van De Mark

Restricting Services to a Group

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: The answer state...
4 Answers
Stacey Marriott Last activity on 2/4/2015 11:28:42 AM by Stacey Marriott

Service Request to Ticket

Can an item that is marked as a service request be converted to a regular ticket (incident, problem, change, release)?
1 Answer
Amy (Dube) Hodgdon Last activity on 12/3/2014 10:05:09 AM by Drake Sigler

Google search into TDHE service catalog, knowledge base

We set up our website's ( Google search to be able to search through 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...
1 Answer
Greg Van De Mark Last activity on 9/10/2014 5:09:08 PM by Drake Sigler