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Form and Contact Field Configuration in Helpdesk
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Steps to Create a Form
  1. Log in to the TxHelpdesk Portal.
  2. Navigate to Admin > Forms.
  1. Click Add Form.
  1. Enter the required details, such as:
    • Form Name
    • Other applicable form details
  1. Click Save to create the form.

Steps to Configure Contact Fields
  1. Log in to the TxHelpdesk Portal.
  2. Navigate to Admin > Contact Fields
  1. Click Add Contact Fields.
  1. Enter the required details for the contact field, including:
    • Title
    • Display Label
    • Data Type
    • Display Order
    • Other applicable details
  1. Click Save to create the contact field.

Assign Contact Fields to a Form
  1. Navigate to Admin > Forms.
  1. Open the required form.
  1. In the Contact Fields section, select the newly created contact fields.
  1. Click Save to apply the changes.
The selected contact fields will now be associated with the form and will be available when the form is used.

 
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