Form

f f orms each activity offered within a service may require various details from the requester so that the agent can properly carry out the activity this feature allows customization of the information requested from the user in the ticket creation form create a form with ai create a form with ai my desk has an artificial intelligence (ai) feature that simplifies form creation it suggests items when generating a new form based on the form, service, and activity unlike creating a new portfolio, where you need to write in great detail what you want, form generation will automatically suggest items after clicking the button see below for a step by step guide on how to request form generation using ai click on the settings menu at the top; click on the portfolios menu on the side; click on the desired portfolio ; click on the desired service ; click on the desired activity ; a window will open on the right side of the screen; click on the activity form field; a window will open in the center of the screen; click on the suggest form with ai button in the upper left corner of the window; please wait a few seconds while the ai ​​processes; edit, add, or delete items in your new form, if necessary; click save on the left side of the screen creating a new form creating a new form to create a new form, follow these steps click on an existing activity or do this during the creation of a new activity a new window will appear on the right side of the screen, similar to the portfolio creation screen click the activity form button a new customize form window will appear in the center of the screen the creation window is divided into two sections form and notes form ; guidelines see below for details on each section form section form section this section allows you to create or edit your forms available field types are displayed on the left side of the menu the list of fields added to the form appears in the center adding a new field click on the desired field type or drag and drop it into the preview area a new field will be added to the center of the screen below is a description of all available fields and a step by step guide for customization search field search bar where you can search for the fields you need to create your form short text this field allows users to input a short text to use this field in your form, follow these steps click on the short text field in the left panel, hold and drag it to the preview area click on the pencil icon or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – enter a short name field subtitle – provide a brief description or subtitle required – check the box to make the field mandatory for users, or leave it unchecked to make it optional cancel/save – click cancel to return to the preview section without saving changes, or click save to apply and keep the changes to move or reorder the field, click the six dot button ⠿ on the left side of the field long text este campo aceita um input de texto longo do usuário how to use this field in your form click on the short text field on the left side of the window, hold and drag it to the preview area click the pencil icon ✏️ or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field number this field allows users to input numbers only how to use this field in your form click on the number field on the left side of the window, hold and drag it to the preview area click the pencil icon ✏️ or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field cpf/cnpj this field allows users to input numbers only , with validation for either cpf or cnpj there is a separate field for each option one for cpf and another for cnpj how to use this field in your form click on the cpf or cnpj field on the left side of the window, hold and drag it to the preview area click the pencil icon ✏️ or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field phone number this field allows users to input numbers only how to use this field in your form click on the phone number field on the left side of the window, hold and drag it to the preview area click the pencil icon ✏️ or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field multiple choice this field allows users to select from a dropdown list , with either single selection or multiple selection options how to use this field in your form click on the multiple choice field on the left side of the window, hold and drag it to the preview area click the pencil icon or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional multiple selection – check this box to allow users to select multiple options or leave it unchecked for single selection only options – add one or more options type the desired option text in the box and click \[+] to add it click the six dot button ⠿ and drag an option up or down to rearrange the order click the trash icon to delete an option cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field date this field allows users to input a date how to use this field in your form click on the date field on the left side of the window, hold and drag it to the preview area click the pencil icon or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – give it a brief name field subtitle – add a short subtitle or description required – check the box to make it mandatory or leave it unchecked to keep it optional cancel/save click cancel to return to the preview section without making changes click save to finalize and apply your edits to move or change the field’s order, click and drag the six dot button ⠿ on the left side of the field note the date selection field in calendar format can only be viewed by the user when opening a ticket or by clicking the preview button at the top of the page checkbox this field allows users to select one or more options in the form options list, the checkbox displays title options to use this field in your form, follow these steps click on the checkbox field in the left panel, hold and drag it to the preview area click on the pencil icon or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – enter a short name field subtitle – provide a brief description or subtitle required – check the box to make the field mandatory for users, or leave it unchecked for an optional field options – add one or more options type the option text into the box and click \[+] to add it click the six dot button ⠿ and drag the option up or down to reposition it click the trash bin icon to delete an option cancel/save – click cancel to return to the preview section without saving changes, or click save to apply and keep the changes to move or reorder the field, click the six dot button ⠿ on the left side of the field address this field accepts a short address input from the user click on the address field in the left panel, hold and drag it to the preview area click on the pencil icon or the three dots ( ) in the top right corner of the field to edit or delete it edit the following fields field title – enter a short name required – check the box to make the field mandatory for users, or leave it unchecked to make it optional cancel/save – click cancel to return to the preview section without saving changes, or click save to apply and keep the changes to move or reorder the field, click the six dot button ⠿ on the left side of the field note the address field includes seven options for users to fill out zip code street neighborhood city state number additional details guidelines section guidelines section in this section, you will have a field to add a description that will appear when someone fills out the activity form on the experience center screen generating form guidelines with ai generating form guidelines with ai you can also generate guidelines for your forms using ai to do this, follow the steps below with the activity editing window open on the right side of the screen click on the activity form field; a window will open in the center of the screen; click on the guidelines tab, in the upper left corner of the window; click on the suggest guidelines with ai button; you can also generate guidelines for your forms using ai to do this, follow the steps below with the activity editing window open on the right side of the screen click on the activity form field; a window will open in the center of the screen; click on the guidelines tab, in the upper left corner of the window; click on the suggest guidelines with ai button; edit as desired, if necessary; click save preview preview to view and test the form you have created or are currently working on, click the preview button located at the top of the form customization screen this will open a sample view of the fields you have configured