Web forms are the forms that customers can use to submit tickets. While building the form, you can use all the fields of the ticket, including the custom fields you might have created. This way, you can capture the exact information you need from your customers to resolve the issues.
Here are the steps to create web forms
Go to Settings > General > Web forms
Click on the Add new web form button.
Fill in the title and description.
Active - Choose if your form should be available to customers right away. You might want to wait until you're ready, and you can change this later.
Save changes
How to hide a form from customers
There are several reasons you might need to hide a form. For example, it could be temporary, and you no longer want submissions, or you might want to replace it with a new form that has different fields.
To hide the form, simply turn off the toggle under the "Active" column. This will make the form's link inaccessible.
How to add new questions to web forms
You can add ticket fields as questions in your web forms. As these form submissions generate tickets, the email, title, and description fields are mandatory. Beyond these three fields, you can incorporate any custom field you wish to associate with the tickets generated through these forms.
How to add custom ticket fields to web forms
When you want to capture additional details for tickets using ticket fields, you can add custom ticket fields to the web forms so that customers can provide the other details.
Create a custom ticket field if it's not already created
Go to the web form details
Click on
Add new questionbuttonSelect the field that you want to add
Click on
Save changes
How to add the forms menu to the Knowledge Base
NeetoKB has web form support, so you can show the web form links in the menu easily. Follow this procedure to do so:
Go to NeetoKB.
Go to Customize KB > Navigation.
Add a new Header/Footer link.
Choose Action for type.
Select Submit a ticket form in the dropdown.
