Forms
In this section, you'll learn everything there is to know about Forms.
Forms allow you to present and sell your Services in the Service Catalog. You can customize it to your heart’s desire, from uploading images to including descriptions and extra form fields. Each Form comes with its own URL, so you can send them directly to clients or link to them on your own website. To learn more about the Service Catalog, read this article.
To access Forms:
click on the Services (box icon) on the left sidebar
a new sidebar will appear with four sections. Find "Service Catalog" and click on it
on the new subpage, scroll down till you find the "Forms" section
You’ll see a list with all your created Services. You can:
Use the toggle button to hide the Form on your Service Catalog,
Copy the URL link to send the Form directly to clients,
Edit the Service by clicking on the pencil icon. You'll be taken to Settings.
You can also access individual Forms of specific Services. To learn more about it, read this article.
On this page, you can customize the forms to suit your needs. Here’s what you can do:
Service URL: copy the link to the stand-alone page with this Form and send it directly to your clients to save time.
Note that while you can change the last part of the URL, you need to make sure it's not already in use. Once you make changes, the old URL will stop working, so make sure to replace all your links, if you've posted them anywhere.
Show this Service in the Service Catalog: use the toggle button to either hide or show this Service in the Service Catalog.
Service thumbnail: upload an image to be shown on the main page of the Service Catalog. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service short description: write a short description to be shown on the main page of the Service Catalog. The limist is 140 characters.
Service Image: upload an image to be shown next to the Order Form, where your clients will submit their Request. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text by using bold and italics, include a link, create a bullet and ordered lists, and add a blockquote.
Order form: here you can create the Order Form with the help of available fields. Some can't be deleted — they'll have no trash icon on the right — others can be freely edited and moved around. You can add as many fields as you like.
Form fields: there are nine types of Form fields that you can choose from:
— Heading: you can include a heading to better divide the sections of the Order Form, if there are many,
— Paragraph: you can include a longer piece of text to add more information about the Order Form itself or about the Service,
— Short message: you can use it for simple open-ended questions for your clients,
— Long message: you can use it for open-ended questions that require longer answers from your clients,
— Divider: you can use it to better divide the Order Form into sections or group the fields better,
— URL/Link: you can ask your clients to paste a link to external sites or resources,
— Single select: you can ask your clients to choose one option out of several,
— Multi select: you can ask your clients to choose many options out of several,
— File upload: you can ask your clients to upload any necessary files.
Also, all form fields can be added, edited, and removed anytime, as well as disabled. This option can temporarily hide the form field for as long as you need and use it later on.
To preview your forms, go to your Service Catalog and click on the "Preview" button.
Roles That Can Use Forms: Admin, Owner
Forms allow you to present and sell your Services in the Service Catalog. You can customize it to your heart’s desire, from uploading images to including descriptions and extra form fields. Each Form comes with its own URL, so you can send them directly to clients or link to them on your own website. To learn more about the Service Catalog, read this article.
To access Forms:
click on the Services (box icon) on the left sidebar
a new sidebar will appear with four sections. Find "Service Catalog" and click on it
on the new subpage, scroll down till you find the "Forms" section
You’ll see a list with all your created Services. You can:
Use the toggle button to hide the Form on your Service Catalog,
Copy the URL link to send the Form directly to clients,
Edit the Service by clicking on the pencil icon. You'll be taken to Settings.
You can also access individual Forms of specific Services. To learn more about it, read this article.
Settings
On this page, you can customize the forms to suit your needs. Here’s what you can do:
Service URL: copy the link to the stand-alone page with this Form and send it directly to your clients to save time.
Note that while you can change the last part of the URL, you need to make sure it's not already in use. Once you make changes, the old URL will stop working, so make sure to replace all your links, if you've posted them anywhere.
Show this Service in the Service Catalog: use the toggle button to either hide or show this Service in the Service Catalog.
Service thumbnail: upload an image to be shown on the main page of the Service Catalog. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service short description: write a short description to be shown on the main page of the Service Catalog. The limist is 140 characters.
Service Image: upload an image to be shown next to the Order Form, where your clients will submit their Request. Allowed formats are JPG and PNG, while maximum allowed size is 2560×2560px. Image musn't weight more than 1MB.
Service description: describe the Service in 1500 characters or less. You can list what exactly your Service covers, your terms and conditions, how long your clients will wait for a reply, or anything else you wish. You can format the text by using bold and italics, include a link, create a bullet and ordered lists, and add a blockquote.
Order form: here you can create the Order Form with the help of available fields. Some can't be deleted — they'll have no trash icon on the right — others can be freely edited and moved around. You can add as many fields as you like.
Form fields: there are nine types of Form fields that you can choose from:
— Heading: you can include a heading to better divide the sections of the Order Form, if there are many,
— Paragraph: you can include a longer piece of text to add more information about the Order Form itself or about the Service,
— Short message: you can use it for simple open-ended questions for your clients,
— Long message: you can use it for open-ended questions that require longer answers from your clients,
— Divider: you can use it to better divide the Order Form into sections or group the fields better,
— URL/Link: you can ask your clients to paste a link to external sites or resources,
— Single select: you can ask your clients to choose one option out of several,
— Multi select: you can ask your clients to choose many options out of several,
— File upload: you can ask your clients to upload any necessary files.
Also, all form fields can be added, edited, and removed anytime, as well as disabled. This option can temporarily hide the form field for as long as you need and use it later on.
To preview your forms, go to your Service Catalog and click on the "Preview" button.
Updated on: 24/04/2023
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