Gather Data from Customers

How to politely ask you customers for information and successfully collect it? Learn below.

The add-on allows the users to create a Data Form to be filled by the customers once they enter the Service Desk. The form will be available as a pop-up dialog window.

1. In order to set up the dialog, go to App Settings and Forms.

2. Enter the Customers tab and turn on the Enable on portal option.

3. The dropdown field Display fill data info dialog for customer allows you to select the options described below.

Until available fields have values	The dialog will be displayed for every customer until they provide values to all fields. This option is selected by default.
Once until the form is changed	The dialog will be displayed once for each form modification.
Never	The dialog will not be displayed in any situation. With this option, customers can provide data in the profile only.
If the JQL is met on the Request View	The dialog will be displayed if the JQL requirement (e.g. Status = open) is met on Request view