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Set Visibility of Forms by Organisation



Posted Jul 28, 2023

Currently it appears that the only way to restrict the visibility of a form per organisation is to either utilise brands or edit the JavaScript of the Help Centre template.

This functionality is important to a support company that has many customers with many different products as you won't want people to see forms about products they're unaware of. In it's current configuration, this makes the form selection box very long and difficult to navigate if you have lots of forms and can add confusion when people see forms they do not know what the purpose is.

There are issues with both of the current solutions to this?

Brands

Suite Professional includes 5 brands, of which one can be utilised for each customer. However, if you need more than 5 brands you'll need to purchase Suite Enterprise which is expensive.

JavaScript

Editing the JavaScript of the Help Centre template is not easy for those without coding background and isn't supported by Zendesk.

 

The solution I'd like to propose is a setting with 'Forms' which allows you to specify which organisations can view which forms. Then, only the users of those organisations would be able to view the specific forms that relate to them.


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Would also be helpful to limit form visibility by group. 

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