Create Ticket Forms: Assignment and Unassignment

Create Ticket Forms: Assignment and Unassignment

Creating ticket forms and assignments or unassignments allows you to add additional forms to tickets, enabling the collection of more detailed user information beyond what the ticket itself gathers. By assigning these forms, you can ensure they appear for specific ticket types or clients, depending on your selection. This enhances the customization and efficiency of your ticketing process, ensuring that all necessary information is captured and appropriately directed.

Step 1

Click on CxInvasorsoft >> ITSupportPanel>> Forms >> Ticket Forms

Step 2

Click on Create New Form or Edit if you want to modify one.

Step 3

Type the Title and Description

Step 4

Click on Create

Step 5

Click on Add Question

Step 6

Type the Question

Step 7

Select the Prompt type

Step 8

Write a Placeholder / Help text if needed

Step 9

Click on Add

Step 10

Once finished click on the Save button at the top right

To Assign them:

Step 1

Click on CxInvasorsoft >> ITSupportPanel>> Forms >> Ticket Forms

Step 2 

Choose the form you want to assign and Click on the assign button

Step 3

Click on Create Assignment

Step 4

Click on the ticket type to choose the ticket and then choose the client you want to assign it

Step 5

Click on the Create Button

Unassign:

Step 1

Click on CxInvasorsoft >> ITSupportPanel>> Forms >> Ticket Forms

Step 2

Choose the Delete Button