How can I create a new form within a team?

1. Hover over the team name in the left navigation bar and click the three-dot options icon.

2. Click Team settings.

3. Select Forms from the left menu.

4. Click Create form.

📝 Basic info

• On the Basic info tab, enter the Form name and an optional Description.

📋 Add fields

• Go to the Fields tab and add available fields by clicking the Add field button on the right side of each field.

• You can click the Expand button on a ticket field to view its default configuration and any predefined options.

• Once a field is added, you can edit its configuration by expanding it.

• Use the Form preview section to see how the form will appear to the requester or agent.

⚙️ Add conditions

• Navigate to the Conditions tab to set up conditional logic for your form.

• Click Add condition to begin.

• Select a field from the dropdown, then choose a Condition Type (e.g., equals, not equals, contains, is empty, etc.).

• Add a Value for the condition.

• Then choose an Action such as add field, remove field, make mandatory, make optional, or fill value.

Feel free to add as many conditions as needed based on your use case.