Customise ticket logging forms with the drag of a mouse.

  • drag and drop form builder

  • drag and drop form builder

Description

Drag and Drop Call Form Builder

Call Forms provide an extension of SupportDesk functionality by allowing you to build unique Forms for all types of call, be they Incidents, Problems, Equipment Requests, New Starters, Inventory items, Activities or Contracts. Using Drag and Drop features you can quickly build the Forms you require.

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VIDEO: Watch Drag and Drop Form Builder in action

 new starter request helpdesk form

 

Requirements

To make use of this feature your SupportDesk system must have the HouseForms Module, and the Self Service Portal if Forms are going to be presented to Customers to capture their requirements.

The Drag and Drop Call Form Builder

The Form Designer allows service desk administrators to create all the forms that are required, just by dragging fields listed in the grid on the right, to the table on the left:

Equipment request form drag and drop

 

Extra Fields can be created in SupportDesk, and will appear in the Call Form builder, so that all required information can be captured in each call-logging process.

Associate Call Forms with Service Desk Processes.

Once Forms have been created, they can be associated with Folders. So for instance, it is possible to select a specific Incident form for use by service desk Analysts in the Incident Folder, and also a form that will be used by Customers (WebGuests) for logging Incidents.

Tying Forms to Quick Calls (Call Templates)

Special Forms such as “Equipment Requests” or “New Starter” Forms can be associated with call templates, which are named ‘QuickCalls’ in SupportDesk. Customers can then be given a set of call templates, each with a unique form, depending on the type of call.

service desk call template forms

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