Create ESM Ticket Form

Overview

This how-to article will help App Admins to create forms for Ticketing applications using the TDAdmin interface. The individual must have App Admin permission to their ticketing application. App Admins can create forms for internal use, or ones that will be linked to a Service, or Service Offering on the Service Portal.

What materials do I need?

  • Access to ESM TDNext
  • Assigned App Admin role for one or more ticketing applications

Where to Find This

This feature appears in the TDAdmin interface. Review the Access Ticket Application Administrative Interface KB article on how to access TDAdmin.

Create Ticket Form

To create a new Ticket form:

  1. In TDAdmin click Forms.
  2. Click the +New button.
    1. Name the form.
    2. From the Classification drop-down menu select the appropriate option.
      Tip
      In most cases the Service Request will be the most applicable.
    3. Determine if it should be Active (i.e. ready for use).
    4. Determine if all help text should be expanded.
    5. Optionally, select an existing form for the new form to be copied from.
    6. Click Save.
  3. In the Forms list click the Name of the form you created.
  4. The form will open in the Designer view in a new browser tab/window.
  5. Add, remove, and reorder attributes on the form.
  6. Click Save when your form design is complete.
    Tip

    You should Save your form progress anytime you:

    • Make enough changes that you would dislike having to redo.
    • Need to refresh the list of available attributes.
    • You want to Preview the progress.

Is there any additional information I should know about?

Custom attribute can be created either through the form Designer view by clicking Add New Field, or by creating them in the Attributes section of TDAdmin. Additional information about custom attributes can be found within the following KB articles.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by UAA Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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