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Form Settings

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Name

To change the internal name of the form:
  1. Navigate to Forms from the menu
  2. Select the form on the left
  3. Click the edit icon to the right of the existing form name
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  4. Change the name and click ‘Update’

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Description

To change the internal description of the form:
  1. Navigate to Forms from the menu
  2. Select the form on the left
  3. Click the edit icon to the right of the description field
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  4. Add/change the description and click the save icon

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Groups

One or more Groups can be automatically added to a ticket created via a form. You can also choose to notify those groups on ticket creation.
  1. Navigate to Forms from the menu
  2. Select the form on the left
  3. Select the ‘Settings’ tab
  4. Select the Group(s) you’d like to automatically apply via the dropdown
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  5. Toggle on ‘Notify group’ to generate a notification to those group members when a ticket is created via this form
  6. Click ‘Save changes’ at the bottom

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Tags

One or more Tags can be automatically added to a ticket created via a form.
  1. Navigate to Forms from the menu
  2. Select the form on the left
  3. Select the ‘Settings’ tab
  4. Select the Tags(s) you’d like to automatically apply via the dropdown
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  5. Click ‘Save changes’ at the bottom

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Clients

Forms can be set so only certain Clients have access to them. This is a great way to reduce clutter when generating a form link from an existing ticket.
  1. Navigate to Forms from the menu
  2. Select the form on the left
  3. Select the ‘Settings’ tab
  4. Select the Tags(s) you’d like to automatically apply via the dropdown
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  5. Click ‘Save changes’ at the bottom