How to Use Multiple Forms in the Customer Portal
BoldDesk’s Multiform features allow customers to link multiple forms to a specific brand, allowing for the collection of data across various queries. This feature is essential for applications that require different forms for various purposes, such as surveys, feedback, and registration. This article will explain how to use multiform effectively in the customer portal.
To use the multiform features, you first need to enable the multiform settings in the agent portal.
For more details on how to enable/disable multiform, refer to this article.
How to enable multiform in the customer portal
- Go to Admin > Ticket Forms.
- Click the Add Form button.
- A dialog will appear. Enable the Visible in Customer Portal option to view the forms in the customer portal.
- Once the form is created and associated with the brand, it will appear on the customer portal’s create ticket and ticket detail pages.
Refer to this article for more details on how to set up multi-form.
How to use multiform in the customer portal
- Go to the Create Ticket page in the customer portal. The mapped forms will be listed in the dropdown menu.
- You can select a form from the dropdown list.
How to change the form in the existing ticket
- Go to the ticket for which you want to change the form.
- On the right side, a multiform dropdown list will appear. Select the form you wish to use from the list.
In the customer portal, the form selection dropdown will appear only if multiple forms are set to be visible in the form configuration settings. If there is only one form, the dropdown will not be displayed.
