Create a ticket form and required fields

Step-by-step walkthrough

1. 01

   Open Settings → Ticket forms & fields with a role allowed to manage form definitions. Review existing fields before creating another field with the same meaning.

2. 02

   Create fields with clear labels and appropriate types. Use choice values for a bounded set of answers, and explain what staff should enter when the label alone is not enough.

3. 03

   Create or edit a form and add the fields in a useful order. Review required fields and conditional requirements so they match the intended ticket workflow.

4. 04

   Use Edit & preview to check the form. Exercise each condition with a test ticket, including the case where a required answer is missing.

5. 05

   Apply the form to an appropriate ticket and save its values. Verify the saved information survives reopening the ticket before making the form part of routine intake.

A closer look at the interface

These are actual product captures from a fictional demo workspace. Navigation and available controls can differ by role, configuration, or release.

Ticket forms and fields

View full screenshot

Ticket forms and fields

Form management keeps definitions separate from the values saved on individual tickets.

1. 1Switch between Forms and Fields.
2. 2Edit and preview before applying a form.
3. 3Archive definitions when they should leave active use.

Important details