Forms
Last updated
Last updated
Each Intercom Form has two parts - when creating a ticket and when editing a ticket.
Navigate to Objects on the ClearFeed web console -> click on Import from Intercom
.
You should also see that your existing ticket types are imported by default.
Only Customer Ticket types are supported for importing into ClearFeed
Customer Email, Title, and Description are added to the Form by default. These are non-removable and pre-filled by ClearFeed. However, they can be hidden to prevent modification.
From the Intercom Fields table - add the fields you want to be a part of the form.
Configure properties such as adding hint text, placeholder text, making fields optional, setting a default value, or hiding a field.
Learn more about field properties here.
Save your configuration and move on to configure the Edit Action form (optional).
If the Edit Form is enabled - users will see an Edit Ticket button when they create a ticket. You can provide requestors and responders the exclusive ability to modify fields after ticket creation.
Once you Save the Create Action form -> you can Review the Edit Action form.
Use the toggle to enable/disable the edit form.
Ticket State and Assignee are added to the Edit form by default.
Only Responders can modify these fields. To allow requestors to edit them, set the Editable by column to All.
Add additional fields to the Edit form from the Intercom fields section.
Configure properties such as making fields optional, setting a default value, or hiding a field.
Learn more about field properties here.
Use the Add all Create Form fields button to quickly add fields that are a part of the Create form to the Edit form.
Send a message on a channel
Add the emoji reaction to convert the thread into a ticket
Select the relevant form from the form picker
Note: If only a single form is configured - click on the File Ticket
button to proceed
Check the thread for ticket details
Send a message on the Slack channel
ClearFeed will show a form picker in the thread
Note: If only a single form is configured - click on the File Ticket
button to proceed
Fill up the Form to convert the thread into a ticket
Check the thread for ticket details
If all fields in a form are hidden, users can create tickets without completing the form.
If all fields in a Form are set to be editable by only responders, requesters can create a ticket without filling out the form.
Note: Fields will have pre-filled or default values in both scenarios.
Removing Fields: Remove fields from a Form using the Delete icon.
Note: Customer Email, Title, and Description are non-removable in the Create Action form. 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.
Non-responder Field Label: Determines the field name displayed to the requestors when they use the form.
If fields are hidden - this property is not relevant.
Placeholder Text: Text inside the field before users enter their information.
Hint Text: The hint text is shown below the field to guide users on what to enter. Think of this as the field description.
Default Values: Adds default values to the fields. Default values automatically populate the corresponding Intercom 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 hide them from the Create Action Form.
Note: When hiding a field, you must assign it a default value.
Permissions: Specify who must fill out a field when creating or editing a ticket using the Editable by column. Choose between All users or only Responders.
Note: Users with the required field permission must fill it out when creating a ticket on Slack.
Required Field: Specify if the field is optional or mandatory when creating or editing a ticket in the Required field
column.
All active Intercom Ticket Types (forms) are available for ticket creation by default in Collections with Intercom Ticketing enabled.
You can limit the available Forms for ticket creation by mapping specific Forms to a Collection.
Intercom Ticketing needs to be enabled for a Collection.
Only Forms with an active Create Action Form will be available for mapping.
A form can be mapped to multiple collections.
Navigate to Collections -> Settings
.
Go to Ticketing Settings
.
In the Forms Availability section, select the Specific Forms
option.
From the available Forms, select the ones you'd like to associate with this Collection.