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.
Here, we are going to create a ticket form and explain to you how to use the new app builder to use the "user field" and new filter and access options.
The users can submit this form and see their responses on their dashboard.
You can embed the form into your website or send the direct form URL to the users.
If the admin updates any field, adds a note, or changes tags on users' responses, it will be updated in real-time on the user portal.
Follow these steps to create your ticketing app:
1- Create a new app
Open your new dashboard, and click on “New Formaloo”.
There, you have options to create your survey and forms inside an app.
Choose 'Form' or 'Survey', whether you want to create a form or a survey. FormLoo offers various options for creating different types of forms.
If you choose to create a survey, FormLoo will automatically generate a default survey with a results page and charts. You can customize this survey later.
On the open page, you can add menus and pages from the left side of your dashboard. You can also add text and links to the page and customize it.
2- Create a user data table
When you want to create a user portal, you should enable the user portal, and then, the "User Portal" button will be appeared on the top of the page.
Click on the "New Table" and you can see the user's table on the page.
There are two ways to add a user table:
Create a new table: Click on +New row and insert the users' data manually
Also, you can upload/import your users' data; Click on +Import data and upload the users' data.
There is also a template to create the file. Download it, and fill out the downloaded file with your data. Then upload it to your portal.
Connect to your Bases: If you currently have your users' data available, select it from the search bar and connect it to your portal.
3-Create a ticket form
This form can be any form you want to share with your users. You can send the direct URL or embed it into your website to collect the user's data. Adding the "User field" in this form, allows you to assign the submitted data to their submitters to be shown on their portal.
Open your dashboard and create a new form.
Add any field you want
Add a user field to your form
From the right menu, assign the users’ data to the user table on your portal.
🗄️ Old dashboard:
In the old dashboard, After adding a user field to your form, assign the users’ data to the user table on your portal from the left menu.
🌟 Pro tip:
If you want to edit/view the form that was created before, add a page to your app and search for the form's name.
From "edit base", you can edit and customize it.
4- Add the result page to your portal
You can add a table or other views of the result to be shown on the users' portal when they log in and submit their tickets.
Here we added a table view:
Now, go to your portal, and add the ticket form to the form menu. Here, we add it to the portal to show how it works when the user submits the form. You can embed this form into your website or send the form's URL to the users.
Now, in the settings, add the user field to the filters, this way, each user can see their own submitted data when they submit the form.
All the filter options are available in the settings tab on your portal. You can filter by date, tags, show/hide option, etc.
5- Manage access to the pages and forms
There are different types of access that you can set for different pages:
Public
Non Logged in users
Logged in users
Specific user access levels
All team members
Specific team access levels
You can set the result page access to "Logged in users" so that when the user logs in to the portal, they can see the result page.
Now, to test your portal, click on the public URL and log in to the user 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 user portal in real-time.
