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Form Submission to Auto-Generate a Ticket

The guide below applies to districts that have purchased the Forms Manager App. If you have the HR Service Delivery module, the Forms Manager App is included.

If you need a ticket created when a form is completed/submitted, you can use the Rules Engine to achieve this.

To set this up, navigate to the Rules section in the left-hand menu. Next, choose Form Submissions and select the trigger > Submitted (All). Next, select Create New Rule in the top right corner.

Now, you can start applying filters. Add the filter Form Status > Published to generate a ticket for forms that are only submitted/completed.

In the image below, we added an additional filter and selected the specific for which we intend to generate a ticket upon user submission.

Finally, under Perform the action section, add your action and Create a Ticket.

When creating a ticket via rules, you must select a ticket template. Below is the knowledge base guide on how to create ticket templates:

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