Ticket Custom Forms

This feature is available with RepairQ Version 1.7.4

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 Field Groups

To create a Custom Form, click the "+Add Custom Field Group" 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

 

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

 

Ticket 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 State: Form must be submitted before moving out of a ticket status.

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

Before New State: Form is required before a new ticket is created.

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

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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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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.

 

HTML: Use the HTML option to add custom markup to the form.

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.

 Value: (Optional) Assign a default value to the form field.

 Placeholder: Describes the expected value of an input field

 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.

  Field Options: For form fields with multiple possible values, such as multiselects or radios, Field Options controls the form field's different options. Each option is placed on a new line.

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

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.

Click the "Delete" button under the "Actions" section to remove an unused form field.

Working with Custom Forms on Tickets

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

Note: Any required forms will be highlighted.

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

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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