A ticketing app is used to manage and track various tasks, issues, or requests in an organized manner. It helps improve communication, making it easier to prioritize, assign, and resolve items efficiently.
Ticketing apps are commonly used in customer support, IT help desks, and project management to handle incoming requests or problems.
You can create a portal and let the users see their submitted data, filter and sort the results, and give access to the users to see and edit them.
⭐ Pro tip:
For better ticket management, you can create a separate admin panel app.
Here you can find a step-by-step guide about how to create an admin portal for ticket management.
Follow these steps to create your ticketing app:
Step 1: Create a new app from scratch
You can create a new ticketing portal from scratch by following these simple steps:
Open your dashboard
Go to your Formaloo dashboard and click on +New Formaloo.Select Form
Choose Form from the options to start creating your app from scratch.Name your app
Customize your app by giving it a name and choosing the appropriate options.Customize your app
After creating your app, you can start adding necessary forms, pages, and other elements. Enable Edit mode from the top of your page and continue to edit it.
To start adding your custom content, click on the +Add new button from the left-hand menu.
For example, you can add:A Support Ticket Form page
A My Ticket page (to show submitted form results in a table)
A Ticket Status page (using a Kanban view to track ticket statuses)
Note: You can either use one of our ready-to-use templates or create your new ticketing portal from scratch.
Using a template:
If you want to save time, you can use our support ticket portal template and customize it for your needs.
Check out the Support Ticket Portal template here.
Customizing the template
Once you’ve selected the template, you can customize it by deleting or adding pages, forms, or other elements to personalize your ticketing app.
Once you've created or customized your app, you're ready to move on to the next steps.
Step 2: Activate client portal
Once you have set up your app, you can activate the client portal to allow your users to interact with the app and see their submitted tickets.
Go to Settings
In your app, click on Settings in the top right corner.Activate client portal
In the settings menu, find the Client Portal option and click Activate Portal.Manage Users
After enabling the client portal, you will see a Manage Users button. Click on this button.Setup Wizard
In the Manage Users section, you’ll be prompted with a Setup Wizard. Click on the Setup Wizard button to begin configuring the client portal.Add a User Diretory
In the Setup Wizard, you will have three options to add a user directory:
Create a new user directory: A new directory will be created, and everyone who logs in or signs up will be added.
Import users: Import existing users from an external source.
Select an existing directory: Use a user directory that already exists in your Formaloo account.
After choosing your preferred option, click Next step.
Configure Portal Settings
You will then be asked to configure your client portal settings. These settings allow you to control how users interact with the portal. The key settings include:
Allow users to Log In (enabled by default)
Allow new users to Sign Up (enabled by default)
Enable CAPTCHA (optional, for added security)
Allow users to Log In with OTP (enabled by default for secure login)
Once you’ve set your preferences, click Next.
Enable User Profile on forms
Choose which forms in your portal should include the User Profile field. This lets you track who’s submitting entries and optionally allow users to view or edit their own submissions.
Click Finish Setup when you’re done.
⭐ Pro tip:
When you enable the client portal, the user profile field is automatically added to the selected forms in the app, allowing you to track each user’s submitted data.
⭐ Note:
You can change these settings later by clicking the Manage Settings button on the client portal page.
Step 3: Enable data editing for users
Enable Editing for Users
Once you’ve set up the client portal, you can allow users to edit their submitted data directly on their portal. To do this, go to the Settings menu of your table of responses, and enable the option for users to edit their data.
After enabling this setting, users will be able to make changes to their responses and submit new data. This feature is useful for scenarios where users might need to update or correct their previous ticket information.
Step 4: Manage access for different pages
Once you've set up your forms and the client portal, it's time to manage the access levels for different pages in the app.
This allows you to control who can see and interact with each page, such as the Support Ticket Form, My Ticket, and Ticket Status pages.
Go to the page settings
In your app, click on the three dots next to the page (e.g., My Ticket or Ticket Status) where you want to manage access.Select Access
From the dropdown menu, select Access to configure the visibility and access level for that page.Configure Access Levels
You can choose from different access options:Public: Anyone can access the page without logging in.
Non-Logged-In Users: Only users who are not logged in can view the page.
Logged-In Users: Only users who are logged in can access the page.
Specific User Access: Limit access to specific users or teams.
Apply to Pages
For example, for the My Ticket and Ticket Status pages, set the access level to Logged-In Users so that only users who have logged in can view their own ticket information.
📝 Additional insights:
For the form view page and other public pages on your app, the access is set to Public by default, meaning anyone can view them without needing to log in.
Once configured, the pages will have the appropriate access restrictions, ensuring that only authorized users can view or interact with certain data.
Step 5: Publish & share the portal
Once you've set up everything, it's time to publish your portal so users can access it. Follow these steps to make your portal live:
Click on the Share Button
In your app, click on the Share button located at the top-right of the page.Select Publish
In the share menu, select the Publish option to make the portal accessible to users.View the Published Portal
After publishing, you can click on View to preview how the portal looks for users.
Once the portal is published, users will be able to access it using the public URL. They can submit tickets and view their submitted data.
Step 6: Login and test the portal
Now, to test your portal: Click on the public URL and sign up for the client portal. When you log in, the form and other pages that are shared with the user, will be visible.
If you submit the form and go to the result page, you can see the submitted data right away.
If the admin of the portal updates the statute or any other fields, it will be updated on the client portal in real-time.