Create a custom form for outside users

Destiny Help Desk users with the Manage Site Settings administrative permission can set up a form to allow outside users to submit a request. When an outside user fills out the form, a request is generated that can then be managed internally.

To create a custom form:

  1. Select Settings > Custom Forms.
  2. Click + Add Custom Form. The Custom Form page appears.

    Custom form creation page.

  3. Do any of the following:
    FieldDescription
    NameType the name of the custom form.
    Request TypeSelect the request types for the form.
    Page title:Customize what you want to appear on the form, such as the title, your school logo, and any text.
    Thank You TextType the message you want to appear after the custom form is submitted.
    Use for Anonymous RequestsIf a user is not selected or an email is not provided, select the default user for this form.
    Allow Account CreationIncludes a checkbox on the form allowing the person submitting the request to create an account.
    Allow Texts

    Includes a checkbox on the form allowing the person submitting the request to receive texts.

    Notes:

    • The Mobile Phone field must be added to the form.
    • Standard message and data rates may apply.
    Show PDF linkIncludes a button at the bottom of the page that lets the user download a blank PDF version of the online template.
    Display in New Request DropdownIncludes this custom form in the New Request drop-down.
  4. To add any desired custom fields, click + Add new record. The Fields section expands.

    Custom form custom field options.

  5. Fill out the following:
    FieldDescription
    OrderSelect the order of the fields.
    Field type
    1. Select Standard or Custom.
    2. Use the drop-down to select the desired field type.

    Note: You can set up labels for custom fields.

    NameType the field's name.
    Help Text Enter any clarifying text for the user.
    Help Text location

    Select where you want the Help Text to appear:

    • Information Icon: An information icon appears next to the name on the form. The Help Text appears when clicked or hovered over.
    • Input Box: The Help Text appears in gray font in the input field.
    Required

    Do one of the following:

    • Select True if the field is required. A * appears next to the field on the form.
    • Select False if the field is optional.
  1. Click Checkmark icon.
  2. Repeat steps 4-6 for any additional custom fields you want.
  3. Click Save.

To access the custom form URL:

  1. Select Settings > Custom Forms.
  2. Next to the form you want, click The magnifying glass icon..
    Note: This logs you out of Help Desk.

    The custom form appears.

    Custom request form example.

  1. Copy the URL.
  2. Paste it where desired.