Customize or Edit a Ticket

After you create a ticket, you can add to or change its interactive features.

  1. Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the “Ticketing System” tab.
  3. In the “Tickets” window that opens, locate your ticket in the list.
  4. Click on the “Edit” icon (blue pencil) in the “ACTIONS” column of the ticket listing to open the “FORM MANAGEMENT” window with the ticket pre-selected for editing. (If you accidentally open the wrong ticket, click on the “Select Form to Edit” dropdown menu at the top of the “FORM MANAGEMENT” window, click on the name of the ticket you want, and click on the “Select” button. The dropdown menu also includes a “+ CREATE NEW FORM” option.)
  5. To change the name of the ticket, add or change form recipients, and enable or disable the “Members Only” checkbox, click on the “Edit” icon (blue gear to the right of the name of the form in the “FORM MANAGEMENT” window.
  6. In the “FORM SETTINGS” window that opens, change the name, submission response, recipient(s), type, and members-only status of the form.
  7. When you have finished editing form options in the “FORM SETTINGS” window, click on the “Save” button to accept your changes and return to the “FORM MANAGEMENT” window. To cancel edits to the form and return to the “TICKETS” window, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.
    • To add sections and fields to your ticket, see the “Customize or Edit a Form” section of the “Custom Forms” instructions. Begin with the section titled “Custom forms display their requests for input in individual sections.”