Configuring ClearFeed Forms
Setting up your Form for Editing ClearFeed tickets
Introduction
Configuring ClearFeed Forms in ClearFeed is the crucial first step to enhancing ticket management on Slack. In this section, we'll guide you through the process and help you understand the essentials of creating and managing Forms.
Requirement of Custom fields for ClearFeed Forms:
By default, the ClearFeed Ticket Forms would only contain the following fields: Title, Priority, and Assignee.
If you want to include custom fields in the Form, you can define them in the Custom Fields section. Once these fields are defined, they will also be visible while configuring the Forms.
Setting up ClearFeed Forms
Navigate to Objects in the ClearFeed App.
Click on the
Formstab.You will notice that a
Default ClearFeed Ticket Formis already created.
Default ClearFeed Form
The default ClearFeed Form, named Default ClearFeed Ticket Form, is a pre-created form present in your ClearFeed account. It's a foundational element for ticket management.
Creating a New ClearFeed Form:
Navigate to Objects in ClearFeed.
Open the
Formstab and clickCreate Formto initiate the creation process.Provide a name for the new Form, aligning it with your use case.
Key Concepts
Each ClearFeed Form houses two essential action forms:
One for creating ClearFeed tickets
Another for editing ClearFeed tickets
The Create action form is enabled by default and cannot be disabled unless you create a new Form with its Create action enabled.
Note: It is mandatory to have at least one Form with an enabled Create action at all times to ensure seamless ticket creation.
In the next sections, we'll delve deeper into configuring the Create and Edit action forms within every Form. You'll gain insights into managing fields, permissions, default values, and more to customize your ticketing process effectively.
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