TeamDynamix Technician: Working with Ticketing Forms

Overview 

This article will go over Ticketing forms in TeamDynamix. These forms allow you to collect specific information from users when they submit tickets. Properly managing these forms ensures accurate data collection and improves service efficiency.

Audience

This article is intended for TeamDynamix users, IT students and staff

Platform

TeamDynamix

Directions

Access Ticketing Forms

1. Log in to TeamDynamix using IC login credentials .
2. Navigate to Admin > Applications > Ticketing.
3. Select the ticketing application you want to manage.
4. Click Forms in the left-hand menu.

Create a New Form

1. Click New Form.
2. Enter the following details:
   • Name: Use a clear, descriptive title
   • Description: Explain the purpose of the form.
   • Status: Set to Active when ready for use.
3. Click Save.

Add Fields to the Form

1. Open the form you created.
2. Click Add Field.
3. Choose the field type (e.g., Text, Dropdown, Checkbox).
4. Enter the field label and configure settings:
   • Required: Check if the field must be completed.
   • Default Value: Add if applicable.
5. Click Save.

Assign the Form to a Service

1. Navigate to Services in the ticketing application.
2. Select the service you want to update.
3. Under Form, choose the form you created.
4. Click Save.