Submit Ticket Settings

The Submit Ticket Settings screen allows you to customize ticket forms that best suit your needs. You can set up each scenario with which fields will be required for users to submit tickets.

Your system will have one default form, this form can be modified to fit your needs or deleted. You can add additional custom forms if you would like.

When you click on Submit Ticket Settings tab, you will see a "+" sign (see below). Click this to add a new ticket form.

A check mark on the form you've chosen will show which one you are currently viewing or editing.

There are 4 required fields for creating a ticket form, all of which are located in column 2 below. Give it a Title, Description, Icon and Color for the form. Each of these will show up on the tab from the Submit Ticket screen under the Help Desk portion of the software. The User Groups field allows you to choose which groups will be able to view each individual form.  If you don't add anything to the user group field that form will show to all users.  If the Disable Related User Auto Population flag is set, it will no longer automatically populate the related user field on the submit ticket screen.  

All of the relevant and available fields to add to the form can be seen in the Form Fields section (column 3). Simply click the right side of the the field you want and drag it over to column 4. You can arrange the fields in any order you would like by dragging them around. You can also place multiple fields inside the same Group as so:

Each field Group is customizable by clicking the gear icon in the right corner which will bring up this screen:

Here you can customize each field Group title, description, and icon. Also if you click on the gear icon that's on the field itself you can change the specific field label within the Group.

You can make a field required for the user to fill out by clicking the circle next to the field name (see section 4)and it will place a check mark to indicate that it's a required field.

If you want to remove a field Group or the field itself inside the Group simply click the X to remove it.

By clicking on the gear icon for Ticket Types, you are able to select which ticket type categories you want to show for each form. You can also choose not to show the categories at all by unchecking the Display Categories box. Additionally you can rename the Ticket Type Categories field in the Categories Label area.

After making any changes to the form or adding a new one be sure to click the Save button. The Save button is greyed out until a change is made.

The Reset button will reset anything you've changed on the screen back where it was the last time it was saved.

The Delete button will delete this form all together.

The Cancel button just exits the screen and you will lose any changes not saved.

The Clone button just duplicates the form.