Forms
Learn how to make use of Forms inside your Inbox
Overview
There can be multiple Forms in each Inbox that can help to categorize the requests that are being submitted by your users.
By categorizing your requests with different Forms, you can easily guide your users to submitting the correct information for their requests, as well as filtering and overviewing tickets based on the Form.
Use cases
Below follows a set of examples on how you can categorize your incoming requests in an Inbox using different set of Forms:
By using multiple Inboxes for the same team and Responder channel, you can implement a top-category selection using Inboxes, and a sub-category using Forms.
Type of Form
Create a new Form
Navigate to Inboxes and select your Inbox
Create a new Form by selecting New form.
Select what type of Form to create.
If the type of Form uses a Slack channel, select the Slack channels in the next step to enable ticket submission in the selected channels.
Next, move on to the Fields
You can add new Custom Fields to your form, or select from any existing fields in your account.
You can manage and overview your existing fields on the Manage fields page.
Proceed to Preview how the Form will be displayed in Slack
Apply the order of the fields on the Form, as well as what Fields should be required and optional.
Save your Form and it will automatically be published and available in Slack.
If you don't see your Form, make sure that the Suptask App has been invited to the Slack Channel.
Make fields available in Slack search
You can make all of your fields submitted in a Form searchable in Slack, making it easy to find particular values across your tickets when using the search functionality in Slack.
Activate the Account setting Publish submitted Form fields in ticket thread which will output all submitted field values in the ticket thread, automatically making them indexed and available in Slack search.
Learn more
You can use multiple Custom Fields to build up how your Form should look, helping you receive the exact information you need when a user submits a request using a Form. Proceed to learn more about Custom Fields:
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