How To Embed A Form For Web Requests On Internal Portal

Hello,

Our organization is building out a new portal and we would like to be able to have a form on the new site that would allow users to fill out what they need assistance with and it would come through as a web request to us. We have something that accomplishes this currently setup but nobody recalls how it was created. Below is what the form currently looks like. Is there a way to build this out within TDX and embed it on the new site? If so, how do we go about doing so? Any help.assistance that can be provided on this issue is much appreciated!

Tags form create embed
Asked by Riley Fay on Wed 6/1/22 1:22 PM
Sign In to leave feedback or contribute an answer

Answers (5)

This answer has been marked as the accepted answer
Mark Sayers Wed 6/1/22 2:29 PM

Hello Riley,

I can't speak about that form as I don't know anything about it's setup either, however you *can* embed a form by editing a service in your client portal, go to the Form tab, and use the "Embed Form" button to get the code for that.

It will pop up a modal that has details on what must be configured on the service in order for that embedded form to be successful.

1 of 1 users found this helpful.
Riley Fay Wed 6/1/22 3:01 PM

Hey Mark,

Unfortunately, I don't see that as an option. Am I perhaps missing a permission to do this (although I doubt it as I have admin privileges) or is this not exactly what you're referring to?

 

1 of 1 users found this helpful.
You're looking at the form directly in that page, you need to instead click on the "Incident Request" link in the breadcrumbs above the top of the form, then edit the service offering and get to the Form tab to see the button I mentioned. - Mark Sayers Wed 6/1/22 3:18 PM
Riley Fay Thu 6/2/22 4:15 PM

Hey Mark,

One final thing for you...

I got the form embedded on the site and all seems to be working well however, when certain users click the link, they see the error message below. From what I can tell, the full-time staff in our office is able to access it without an issue and the students aren't able to. Any idea what might be creating this block?

No feedback
Is the service marked at publicly requestable? - Mark Sayers Thu 6/2/22 4:19 PM
I looked into it and it looks like it is not however, I can't find the setting to enable it. Could you please provide me directions? - Riley Fay Thu 6/2/22 4:40 PM
Sure we have a KB on this topic here: https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=22217 - Mark Sayers Thu 6/2/22 4:43 PM
Riley Fay Wed 6/1/22 3:42 PM

Mark,

Okay, sounds good. To create a new form there, I would need to go to TDAdmin > Applications > Client Portal > Service Catalog > Services  > +New?

No feedback
No that creates a new service. A form is created at the ticketing app level OR you can create a form directly from that page you last showed me on the service in the client portal directly. - Mark Sayers Wed 6/1/22 4:18 PM
Riley Fay Wed 6/1/22 3:26 PM

Ah, I've gotcha now, Mark. Very helpful. However, one small obstacle still, I don't have the embed form button...

 

No feedback
The service seems to just be using the baked-in system's form. You will need to create a form, or associate a shared form, or create a form based on a shared form first. - Mark Sayers Wed 6/1/22 3:27 PM