Easy Tech TutsHow to Create a Form in Freshdesk
By Impran M N
Custom ticket forms help you gather the right details upfront so agents spend less time chasing missing information. This guide walks through creating a new form in Freshdesk.
01Open the ticket fields or forms section
In the admin panel, find the section for managing ticket fields and forms.
02Create a new form
Start a new form and give it a clear name that reflects its purpose, such as a specific request type.
03Add and arrange fields
Add the fields you need, such as text boxes, dropdowns, or checkboxes, and arrange them in a logical order.
04Publish the form
Save and publish the form so it becomes available for customers or agents to use when creating tickets.
Frequently asked questions
Can I have multiple forms in Freshdesk?
Yes, you can create multiple forms for different ticket types or departments.
Can I make fields required on a form?
Yes, you can mark specific fields as mandatory so tickets can't be submitted without them.
Do custom forms work on the customer portal?
Yes, custom forms can be made available on your customer-facing portal as well as internally.
Can I edit a form after publishing it?
Yes, you can go back and adjust fields or layout on a published form at any time.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
