Helpdesk Forms Enhancements

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Transform your helpdesk custom forms with our new Form Type Conversion feature. Switch between Simple Forms and Multi-step Wizards to match your workflow needs.

Key Features:

Form Type Conversion

Users can now convert helpdesk custom forms between two types:

  • Simple Form → Multi-step Wizard: Transform a traditional single-page form into an interactive, step-by-step workflow

  • Multi-step Wizard → Simple Form: Convert a multi-step workflow back into a streamlined single-page form

Easy Conversion Process

  • Access the conversion feature via the "Workflow Type" dropdown in the Form Builder

  • Choose between "Simple Form" and "Multistep Wizard" options

  • Confirmation modal ensures you're aware of the conversion impact

Smart Field Handling

  • All form fields are preserved during conversion

  • Field data and configurations remain intact

  • Automatic re-ordering may occur to accommodate the new format

Draft Management

  • If a draft exists for the target form type, you'll be prompted to:

    • Keep existing draft: Maintain your already existing draft without changes

    • Convert and replace: Replace the existing draft with the converted form

Form type conversion is now smarter and draft-aware. Users can freely switch between simple and multi-step forms while preserving their work and saving time.