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Create a ticket when a form is submitted

  • July 31, 2024
  • 3 replies
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Hi,

I am trying to get a ticket created when a form is submitted via “Submit Form” or the public URL. I created the rule from the Form Submission Auto Generate a Ticket KB and a ticket template but I think my template is wrong.

If I add the issue category that has the form, a draft form is added to the ticket instead of the one submitted.
If I don’t have an issue category, a ticket is not created.
What am I missing?

Thanks

Best answer by Kathryn Carter

@DAdmin 3474319 kippneworleans Thank you for submitting your question to our community! 😄

If I am following this thread correctly, the staff needs to follow one path. Either a new ticket to submit the form or from the form to submit the ticket, or else it will create a duplicate ticket as you are experiencing. 

I hope this helps 

3 replies

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After some more testing, I was able to get this to work.

I had to create a new issue type that is used by the template that is different from the issue that is tied to the form.

Since you need to assign the ticket template to a location, I created a new rule to update the ticket location based on the requester when it is submitted so it can be assigned to the correct team.

I also didn’t realize that you had to start working on a ticket before you would see the form.


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But now a duplicate ticket is created if someone submits the form via New Ticket. I guess we need to pick one path for staff to submit a form.


Kathryn Carter
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  • Community Manager
  • Answer
  • July 31, 2024

@DAdmin 3474319 kippneworleans Thank you for submitting your question to our community! 😄

If I am following this thread correctly, the staff needs to follow one path. Either a new ticket to submit the form or from the form to submit the ticket, or else it will create a duplicate ticket as you are experiencing. 

I hope this helps