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.
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:
Step 1: Create a new app
You can use this pre-made template and customize it or create your new ticketing portal from scratch.
To make a new app, open your dashboard, and click on “New Formaloo”.
There, you have options to create your survey and forms inside an app.
Click on the +New Formaloo button and select Form from the options.
Once the dashboard page opens, you can delete any unwanted pages or menu items.
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.
Here, you can add new menus, pages, and forms that fit your needs.
In this app, we added 3 pages:
Support ticket form
My ticket (table of form results)
Ticket status (Kanban view to track the ticket status)
Step 2: Enable Public view and Portal mode
On the right-hand side menu, go to Settings at the top-right corner and enable the Public vew option.
Now, enable Portal mode. This action will activate the User portal button at the top of your page.
Step 3: Set up the user portal
Click on the User portal button that now appears on your page.
On the new page, click the Setup Wizard button to begin the setup process.
Add a user base
In the setup wizard, you have three options to add a user base:
Create a new user base: A new base 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 base: Use a user base that already exists in your Formaloo account.
Once you've chosen your option, click Next step.
Configure user portal settings
After adding the user base, you’ll be prompted to configure the user portal settings. This step allows you to control how users can interact with the portal.
Below are the key settings you can manage:
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 one-time password login.
After setting these preferences, click Next.
Select bases for access
Select the forms and data that users can access and you want to track on this app. Later, you can define the specific access for these forms and bases.
After configuring this, click Finish Setup.
⭐ Note:
You can change these settings later by clicking the Manage Settings button on the user portal page.
Step 4: Managing user access
Go back to your portal pages. From the left-hand menu, click on the three dots (options) next to your pages and select Access.
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
Select Logged in users for the 'My ticket' and 'Ticket status' pages.
This way, the pages are visible for the users after login to the portal, and also they can see their own submitted ticket results and track the status on the table of the results and the Kanban board.
📝 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.
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.