Design a Form

Customize the form to your liking and have all the data at hand.

1. Go into Apps and select Perspective.

2. Enter App Settings, which are located on the left-side menu.

3. Select Forms.

4. In each tab, you can edit and customize the form to your needs.

   1. In the menu on the right, we have the list of fields which can be added to the form. The default fields are unique for each object.

   2. Drag and drop the selected field in order to add it to the form.

   3. You can change the field name to your likings.

      1. The same field types can be added multiple times, however they do need to have a unique name.

   4. Each field can also be translated to a variety of languages.

For Customers and Organizations tab we have included additional options:

1. Click on the toggle, in order to enable/disable the form on the Customer Portal.

2. You can also decide when the customers will be asked to fill-in the form.

3. Update the dialog name in the Header field. By default, it will be 'Update profile'.

4. Add a short description in order to specify your requirements to the customers.

5. Specify who will be able to edit the field - all users and customers or only agents.

6. For each field added to the form, you can decide if this information will be also visible on the Issue View or the Customer Portal.

7. Each field can also be translated to a variety of languages.