Configuring Zendesk Forms in ClearFeed
Setting up Zendesk Forms on ClearFeed
Introduction
Configuring Zendesk Forms in ClearFeed is the crucial first step to streamlining ticket creation and editing on Zendesk. In this section, we'll guide you through the process and help you understand the essentials of creating and managing Forms.
Integration Steps
Begin by integrating your ClearFeed account with Zendesk by following our detailed documentation. This is fundamental to unlocking the full potential of Forms.
Setting up Forms
After the integration, navigate to Objects in ClearFeed.
Select
Zendeskfrom the dropdown menu, and open theFormstab.You will notice that a default Form with is already created.
Default Zendesk Form
The default Zendesk Form, named Default Zendesk Ticket Form, is automatically created as soon as you integrate your Zendesk account with ClearFeed. It's a foundational element for ticket management.
Creating a New Zendesk Form:
If you wish to create a new Zendesk Form tailored to your specific use case, navigate to Objects in ClearFeed.
Select
Zendeskfrom the dropdown menu, and open theFormstab.Click on
Add formto initiate the creation process.Click on
Create from Scratchto create a new Zendesk formProvide a name for the new Form, aligning it with your use case.
Key Concepts
Each Zendesk Form houses two essential action forms:
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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