When creating a ticket

Introduction

Every ClearFeed form incorporates a Create action feature that allows users to define the fields specific to ClearFeed that need to be filled out when creating a ticket. In this section, we will delve into the configuration and best practices for setting up the Create form.

Configuring the Create Action Form

Within every Form, you will find a dedicated tab named When creating a ticket. This tab houses the Create action form, which is enabled by default in all Forms. Below, we break down the key aspects of configuring this form effectively:

Enable or Disable: The Create Action Form is enabled by default, but you can choose to disable it using the dedicated toggle if it doesn't align with your workflow.

Toggle to enable/disable Create form

Managing Fields:

• Adding Fields: Populate the Create action form by selecting fields from the ClearFeed Fields table available on the right-hand side as a menu.

  • Note: Only custom fields defined along with default fields (Title, Priority, and Assignee) will be visible for selection.

• Removing Fields: If necessary, you can remove a field from the Create form by using the delete icon.

  • Note: Title and Priority are non-removable and pre-filled by ClearFeed. However, they can be hidden to prevent modification.

• Reordering Fields: To customize the order of the fields, click and hold a field in the left column, then drag and drop it to your desired position in the sequence.

  • Note: Non-removable fields will always be on top, while hidden fields will automatically move to the bottom once the changes are saved.

Adding,Removing & Reordering Fields from Forms

• Default Values: You have the option to add default values to the fields. Default values automatically populate the corresponding customer fields when a ticket is created.

  • Note: Default values cannot be entered for non-removable fields.

• Hidden Fields: To ensure specific fields are not modified during ticket creation, you can choose to hide them from the Create Action Form.

  • Note: When hiding a field, it is mandatory to assign a default value to it.

• Permissions: Specify who is required to fill a given field when creating a ticket using the Editable by column. Choose between All users or Only responders.

  • Note: Only users with the specified permission for a field will see it in the form when creating a ticket on Slack. However, they must mandatorily fill it to proceed.

• Required Field: Specify if the field is optional or mandatory when creating a ticket in the 'Required field' column.

  • Note: By default, the Required field value is set to 'Required' whenever a new field is created.

• Save Your Configurations: After making any changes to field configurations or permissions, remember to save your settings to avoid loss of setup.

Hiding fields in a ClearFeed Form

Allow Ticket Creation Without a Form:

• If all fields in a form are hidden, both responders and requesters will be able to create a ticket without filling out a form.

• If all fields in a Form are set to be editable by only responders, requesters will be able to create a ticket without filling out a form.

  • Note: In both cases, the pre-filled or default value of fields will be populated.