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Modifying a Public Service Form

How to modify a service form and make it public for everyone with or without NetIDs.

This article applies to: TeamDynamix

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Why Create or Modify a Service Form?


Important: You must have admin permissions to create a form and update its settings.

There are situations where departments need to create a form for users who do not have a NetID and reside outside of the Cornell community.

This article provides information for creating a public form for users who may or may not have NetIDs.

Modifying a Service Form


After creating your service form, there are a few settings that need to be updated in order to let users who may not have NetIDs to view the form and submit a ticket if needed. To do so, follow the steps below:

1. Log onto TDX.

2. Select View Your Ticket Requests to access the CIT portal.

3. Select the Service tab.

4. Select the service you plan on making public.

5. Select Edit Service from the right hand menu.

6. Select the Form tab and update the following fields under the Public Requestor Settings:

  • Check the box for Allow Public Requestors.
  • Enter a service department under Default Acct/Dept.
  • Check the box for Include a captcha field on the form under Optional Requestor Form Fields.
  • Select Match using Email Address under Requestor Matching Mode.
Note: If no requestor is found, you will be prompted to create a new requestor and associate that record to the new ticket.

7. Select the Permissions tab then select the Inherit Permission check box. The option will change to Public.

8. Select Save.

9. Please test to make sure the form is working correctly. You can do this by copying the form URL, opening another non-authenticated browser then adding the URL to the browser.

If the form is accurate and allows you to submit a ticket, then you have correctly configured a public form.

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