Presenting ticket forms to end users

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110 Comments

  • george jackson

    I want to have 2 different forms, at 2 different url's. When I create the 2nd form, what I end up getting at:

    /hc/en-us/requests/new

    is a drop-down to select one of the forms. I want the above url to go straight to the default form, and then use a different url (the one with the ticket_id) to go to the 2nd form.

    How do I do that?

    Thx.

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  • Ben Van Iten
    Zendesk Community Team

    Hi Gil,

    Depending on which form is selected, the URL should change with the form ID being added to the end like so:

    Please let us know if you have any further questions or concerns!

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  • george jackson

    Thanks Ben, but the issue is that the first url is already "out in the wild", and I just want those users to go straight to the default form, I don't want them to see the new form at all. I don't want them to see any "selection".

    For the new form, I can certainly provide the url with the ticket_form_id, that's ok.

     

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  • Ben Van Iten
    Zendesk Community Team

    Hi Gil,

    If this is possible, it would require custom code. Unfortunately after searching through some resources I was not able to locate any recipes that we have established. We will definitely leave this thread open however in case any other users have any custom/unsupported solutions that they would like to share.

    Again, sorry for the bad news on that front.

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  • Boobalan Marappan

    How to find out form usage?

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  • Brett Bowser
    Zendesk Community Team

    Hey Boobalan,

    In Explore, you can use the Ticket Form attribute in both the Support: Tickets and Support: Ticket Updates dataset which should work well for your use case. That way, you could drill into the number of tickets or even number of tickets updates by Ticket Form name.

    I hope this helps!

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  • UK Website Design

    Hi,

    Please can you clarify how we can get the url of the form?

    The example url you gave had a 4-digit form code:

    https://mycompany.zendesk.com/hc/en-us/requests/new?ticket_form_id=8613.

     

    Yet the screenshot you showed had a 12-digit code. When I go to the form edit page it also shows a 12-digit code, but it doesn't work with the example url, just redirects back to the admin home. Also tried the last 4 digits, but did the same thing. And yes, i did enter the correct company name. So what gives?

     

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  • Brett Bowser
    Zendesk Community Team

    Hey there,

    The ticket form ID should definitely be longer than 4 digits. It may be directing you back to that page because you're signed in as an agent on the account and not an end-user. I would try testing in a private browser as an end-user to see if that shows you the form you're looking for.

    Keep me posted!

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  • Kristina King

    Brett Bowser is there a way to create a URL that takes a light agent directly to a form? Whenever I try the route presented in this article, it loads the agent dashboard and not a new ticket form. I am trying to enable some light agents to open a ticket for an agent to pick up and I don't want them to have to work too hard at it. (I need Account Managers to be able to fill out an Escalation Form, which I don't want visible to customer end-users.)

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  • Brett Bowser
    Zendesk Community Team

    Hey Kristina,

    I believe you need to enable agents to manage requests in the Help Center in Guide before your Light-agents can access the form. More information in the following article: Accessing request forms

    Let me know if that doesn't get you what you're looking for!

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  • Rob Castellucci

    I'm trying to incorporate my ticket form on my Guide (help center) but I've been struggling to figure out how to do this. Are there any step by step directions? Also, I only have one form and do not see any form ID available on the Ticket Forms view under Settings (see screenshot). More generally, I can't even figure out how to test my own form to see the exact user experience.

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  • JJ
    Zendesk Customer Advocate

    Hello Rob Castellucci,

    Please note that is only available on Support Enterprise, and you are on Team, which is lower than that, and that is why you do not see this feature.

    You can still submit requests through your help centre, but this can only be done with a single ticket form, because of your plan's limitation.

    For more info:

    Submitting and tracking requests in the help center Customer Portal

    Have a great day and stay safe!

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  • Ken Malecki

    This doesn't work for me. It takes me back to my agent login version of home. I want to see the form from how a person not logged in would see it... Can you guys help with this? I am finding this help quite frustrating and lacking on simple task that should be easy... I know it could be operator error but still help is not help for simple things because it takes the user (me) to all these wonderful features but not some like ... you can't be logged in when trying this.... When i follow directions and it doesn't work tells me something is missing.

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  • Jennifer Rowe
    Zendesk Documentation Team

    Hi Ken Malecki

    Sorry to hear this has been frustrating for you! You're right, the article doesn't give instructions for viewing the form as an end user. It tells you how to construct the URL that you can thenb give to end users to open a specific form. 

    If you want to see the form yourself, you'll need to sign out of your account or view the URL in an incognito browser. 

    Hope that helps!

     

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  • Ken Malecki

    I want a person...(not a user of any type) just average Betty working at her desk, to view the form, fill it out, and submit it. Can that be done? With out logging in to anything.

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  • Jennifer Rowe
    Zendesk Documentation Team

    Ah, Ken Malecki, to do that, you must "allow anyone to submit tickets."

    See Enabling anyone to submit tickets. Specifically, this section.

    If that setting is not enabled, then users will be prompted to log in to see the form and submit a ticket. 

    We'll add that missing detail to this article! Thanks for alerting us.  

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  • Ken Malecki

    The help center still has trial in the path for the URL... why is that?

    https://adhocteamhelp.zendesk.com/hc/en-us?suiteTrialOnboard=true

    This has been bought and paid for.... can we fix this?

     

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  • Jennifer Rowe
    Zendesk Documentation Team

    Goodness Ken Malecki I might have to get you some real help. I'm not sure about that...

    Have you enabled your help center in set up mode?

     

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  • Ken Malecki

    @Jennifer Rowe Thank you, I think the issue is that during the trial period all this work as it should, but now that CMS has paid for the product it seem the trial version is still hanging on in some area and I have to enable some stuff again.  I was told that the trial account would port over but seems there are some glitches. Life is all one big learning curve. As soon as you think you know something... you get older ;)

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  • Jennifer Rowe
    Zendesk Documentation Team

    Oh, that is a bummer. Your trial-to-paid account should carry over, and you shouldn't have to reenable anything. I'm sorry you're having trouble. Yes, just another curve ball of life, I guess. If you still need help, let us know. I did call for backup! 

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