Permissions required: Global admin, Workspace admin

It does not matter what form is required to collect data from users, this module enables you to customize the form for each request type in terms of field and to have the flexibility to change field attributes such as internal name, display name, validation.

Sometimes system fields need to be changed according to request type, the following controls are available:

  • Change name, internal name, description, placeholder, length, width, and validation.
  • Visible/Not visible
  • Reorder up and down
  • Default values
  • Routing options (automatic/manual/both)
  • Edit ticket owner

In addition to system fields, here below the supported custom fields:

  • Text
  • Number
  • Choice
  • Note
  • Separator
  • Date/Time
  • People
  • Check boxes
  • Lookup

With below available configurations:

  • Change name, internal name, description, placeholder, length, width, and validation.
  • Reorder up and down
  • Change default values

Also, this module has the following actions:

Preview: Make changes and preview them directly before publishing the changes.

Publish: Publish changes to all users, the new form will change accordingly.

Load: Don’t build the form from scratch, reuse already exist form or default form and customize it.

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