How do I create a custom form to collect additional information?
AssistFlow allows you collect and store important information from your customers. Whether it's information about an order or computer, service number, you can create custom forms for each of the services you provide and link them with the HelpTopics so that when a ticket is created those information's are collected appropriately. You can add an unlimited number of custom fields from several data types such as; input, select , textarea and checkboxes.
To add Custom Form with the HelpTopic you will need to create the Custom Form. To create new from field from admin panel go to Manage tab and select Forms.
Click on "Create Form" button from top right corner.
You will see form properties , add unique form name their.
To add field click on "Add Field" button, you will see field form table.
Define "Label" for field, this will be visible to customer on ticket submit form.
Name the field(without special character and space), this is for your company internal reference only.
Select Input Type for field and define the Field Properties as required for the field.
Check the "Required" Yes/No, to define that selecting or entering a value for this fields is compulsory or not while submitting ticket by customer.
Click Save Form
To add more field click on "Add field" button and repeat the above steps.
Once you done with creating form, go to Manage Helptopic page, select helptopic from list where you wants to tag this form. You can see all custom form list in "Custom Form" drop-down option, select the form name as per your requirement.
Please note that you will not be able to change the Custom Form, once the custom form is created. You can simply delete the form and create new form same way.
To delete the custom form admin panel go to Manage tab and select Forms. You will see the list of all created forms, select the form from list and click on delete icon.