Build, Manage and Use Ticket Form

Base on the information above, you can

Creating a Ticket Form

  • Add New Form: Under All Ticket Forms page, click the “Add new Ticket Form” button to create a new ticket form.
  • Form Title: Enter a title for the form that describes its purpose.
  • Add Fields: In Workspace, use the plus    button to add field to the template
  • Field Configuration: Customize each field’s label, description, placeholder, set up conditional rules to show/hide fields based on user input, etc. Refer to this documentation for details in each field.
  • Drag and Drop: Easily arrange the order of fields using the drag-and-drop interface, you can do that either in Workspace or Template Tree
  • Save and Publish: Save your changes and publish the form to make it available for users to fill out.

Managing Ticket Forms

  • Edit Form: Under All Ticket Forms page, click any form to go to the form template editor.
  • Delete Form: Remove forms that are no longer needed.

Using Ticket Forms

  • Show Form to: Set up who can see the form – logged-in users, non-logged-in users, or both
  • All forms that a user can see are visible under Create Ticket Page assigned under Page Settings.
  • Add the ticket form ID to the form shortcode [happy_forms ids=''] to display any form wherever you want.
  • To display multiple forms, add the form IDs, separated by commas. E.g. [happy_forms ids='1,2']
  • To display all forms, use this shortcode [happy_forms]