Creating and applying branded ticket forms

What's my plan?

Quick Look: Admin Center > Objects and rules > Tickets > Forms

If you have set up multiple brands, you can restrict access to specific ticket forms by brand. This allows you to control the ticket forms available to end users and agents based on the brand of the Help Center or ticket they're viewing. You can assign brands to new ticket forms or add them to existing forms.

Note: When viewing a ticket, if an agent changes the brand, the selected form won't change even if the currently-selected form isn't available to the new brand. This is to prevent loss of data in the ticket fields.

This article includes the following topics:

• Creating a new branded ticket form
• Assigning brands to an existing ticket form

Creating a new branded ticket form

When you create a new ticket form, you can apply it to all brands or assign specific brands.

To create a new branded ticket form

1. In Admin Center, click Objects and rules in the sidebar, then select Tickets > Forms.
2. Click Add form.
3. Follow the steps in Creating multiple ticket forms, with the following modifications:
   1. Deselect Apply to all brands.
   2. Click the Associated brands text box and select the brand(s) that should use this form.
4. Click Save.

Assigning brands to an existing ticket form

After you create a ticket form, you can edit the form to assign specific brands.

Adding brands to a ticket form

To add brands restrictions to a ticket form

1. In Admin Center, click Objects and rules in the sidebar, then select Tickets > Forms.
2. Click the name of the form you want to update.
3. Deselect Apply to all brands.
4. Click the Associated brands text box and select the brand(s) that should use this form.
5. Click Save.

Changing the brands assigned to a ticket form

To change the brand restrictions on a ticket form

1. In Admin Center, click Objects and rules in the sidebar, then select Tickets > Forms.
2. Click the Associated brands box to display the current brands assigned to the ticket form.
3. Change the brands as needed.
   • To add brands, select the brand name from the drop-down list.
   • To remove brands, click the x next to the brand name.
4. Click Save.