Ticket Custom Forms

Ticket Custom Forms can be used to build custom forms to be completed on tickets. Click one of the following links to jump to a section of the article.

Creating/Editing Ticket Custom Forms

Working with Custom Forms on Tickets

Creating/Editing Ticket Custom Forms

To create new Custom Ticket Forms or edit existing ones, navigate to the "Custom Forms" page, in the "Tickets" section of the Settings page. 

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Custom Forms

To create a Custom Form, click the "Add Custom Form" button.

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Fill out the form on the resulting page to begin creating a custom form template.

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NoteFields marked with asterisks are required.

Title: A brief description of this form's purpose

 

Location ID: Select which locations this form will be applicable.

Description: A longer description of this form's purpose.

 

Object Type: The ticket type(s) this form will be used on.

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Required When: 

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Never: This form is never required.

Before Leaving Status: Form must be submitted before moving out of a ticket status.

Before Entering Status: Form must be submitted when moving into a ticket status.

Upon First Save: Form will be automatically shown when the ticket is saved for the first time.

Upon Entering Status: Form will be automatically shown once the ticket advances to a ticket status.

Required Status: Select the status(es) associated with the "Required When" option; which status(es) will trigger the requirement.

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Manufacturers: If applicable, select any repair device manufacturers which will require this form.

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Warranty Providers: If applicable, select a warranty provider which will require this form.

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Ticket Resolution: If applicable, select a Ticket Resolution status that will require this form.

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Order: Control the order in which forms appear on a ticket. A form with an Order of 1 will appear higher than a form with an Order of 2.

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Active: Toggle whether this form is Active/Inactive

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Qpop Enabled: Toggle whether this form can be visible on Qpop.

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Send to Qpop automatically when required: Toggle whether this form will be pushed directly to Qpop automatically.

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Require Signature on Submit: Toggle whether a signature is required for submission.

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Form Fields

The Form Fields section is used to populate the form with the form fields.

Text Input: Use the Text Input option to create a field to enter data.

 

Text Area: Use the Text Area option to create a larger field to enter more data.

 

Multiselect: Use the Multiselect option to create a dropdown of selectable options.

 

Checkbox: Use the Checkbox option to create a field with a checkable box.

 

Radio: Use the Radio option to create a set of options where only one of the options is selectable at a time.

 

Signature: Create a section that will capture a signature on the form.

Image: Create a section that allows you to upload images to the form. 

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File: Create a section that allows you to upload files to the form.

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For each of the above types, there are a few editable settings:

 Label: A short description of what information form field looks to capture.

  

 Description: If necessary, add a more detailed description, directions, etc. Description will show up as a tooltip next to the label.

 Order: The order in which this item appears on the form.

 Print Visible: Controls whether or not this form field is displayed when this form is printed.

 Active: Toggle the status of this form field. Inactive form fields will not be displayed on tickets.

   Required: Controls whether or not this form field needs to be completed when working with the form on a ticket.

 Enable conditional logic: Form fields can be shown or hidden conditionally based on other form field values. Check this box and you'll be able to setup your conditions that will show/hide this field.

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Click the "Preview Form" button at any time to preview the form.

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Drag and drop items using the "Order" section to quickly change the order the form fields appear in. The form will display items from top to bottom.

 

Click the "Edit" button under the "Actions" section to make changes to a form field.

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Working with Custom Forms on Tickets

The Custom Forms section of the ticket edit screen is used to fill out or print custom forms.

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Click the Edit button under the Actions section to make changes to the form.

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The form can be saved in progress and finished later use by clicking "Save Draft".

The form can be submitted once it is complete by clicking "Save & Submit".

Once a ticket is saved with a submitted form, the information cannot be changed unless a manager reverts the form back to Draft status by clicking "Unsubmit".

Print

Click the Print button under the Actions section to print the form. If the form is completed, the print button will print the form with all the values filled out. If the form is not yet completed, it will print an uncompleted version of the form where the form inputs that can be filled out on paper. 

Ticket View

There is also a Custom Forms section of the ticket view page, which will show all of the forms that have been saved on the ticket.

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