¶ Portal Management
Portal forms let end users submit tickets via a web form with custom guided questions. Use Portal Management to create and organize these forms.
¶ Managing portal forms
The Portal Form Management screen provides the following options:
- Create Form button – Build a new custom form for ticket creation.
- Create Link button – Add a button that shows up on the form selection screen that sends users to an external link.
- Reorder forms – Use the 6-dot drag‑and‑drop handle on the left side of forms and links to change their display order.
- Edit Form – Click the yellow pencil button to edit properties about a form.
- Edit Questions – Click the blue list button to edit a form's questions.
When you create a new form, you can edit basic information such as the form's name and title. You may also choose to preload default questions to help end users describe their issue. Associating a form with a department and a mailbox ensures the ticket is routed correctly.