Formset
Conditionally display fields based on the values of other fields
About this app
Design dynamically adapatble forms right inside Zendesk using Formset, a unique visual non-code FIELDS RULES ENGINE.
Adapt forms dynamically to their context to make them more relevant, less ambiguous, and quicker to complete:
- Guide field selections using a rules engine to streamline and speed up workflow processes.
- Eliminate illogical field and field option value combinations to ensure data accuracy and clarity.
- Enforce granular controlled mandatory fields to improve ticket handling performance.
Simplify Zendesk configuration to increase scope, agility, and business efficiency:
- Improve aggregated data management to solve reporting challenges and make more informed business decisions.
- Implement field rules in Tickets, Organizations, and User locations to cover more needs.
- Minimize agent onboarding time to reduce costs and avoid negative impacts.
Use Cases
Formset can be used in a wide variety of use cases, covering:
Supporting extensive ranges and volumes of software and hardware product types and their hierarchies
Dynamically filtering ticket resolution types based on product or ticket categories
Accommodating global company territory variations
Managing data fields related to agent group memnership
Decluttering interfaces by removing irrelevant data fields and field option values
Segmenting Zendesk fields for different business groups and processes
Managing redundant data values that must be retained structurally but withdrawn from operational use
Data Disclosure
The configuration app looks up details of User, Organization and Ticket names and fields, supplemented with details about Groups, Roles, Brands and Ticket Forms names. This information is used to allow admins configuring Formset rules to use metadata specific to the Zendesk account to drive the app behaviour.
About Cloudset
Starting in 2009, we are one of Zendesk's first and most trusted partners. We are a small tight team of professional Zendesk specialists. We do one thing well - Zendesk.
We specialize in making complex processes and technical functions easy to understand and simple to achieve with a a mission of deepening the systemization of your processes in Zendesk.
We are also known for exemplary customer service, never dropping below our NPS Excellent rating.
Contact support@cloudset.net if you have technical questions.
Informatie over app
Installatie-instructies
The following guidelines to help you proceed with the 30 Day FREE trial and implementing this App:
- After initiating the Zendesk App Marketplace free trial, select the app icon to give access to our embedded Cloudset Framework. This will start the Zendesk secure OAuth authentication request, based on the currently logged in admin user.
A choice of Cloudset Datacenter will be offered, either US or EU (Ireland). This choice is a one-time selection decision.
This authentication can be revoked at any time by that admin user who installed the app, by selecting the user account security tab. API access is needed to enable the configuration tool to read and write app configuration data to the app installed on Zendesk.
Once completed, a billing details screen will be presented to capture invoicing address details. Invoice history and records can be accessed and downloaded.
If Zendesk security Restricted IP has been set-up, details can be obtained from the Cloudset Framework Zendesk(s) tab, together with Forget Token method to support changing admin user account.
Once the extended registration has been completed, you will be able to use the app configuration tool to get started.
You will have 30 days to evaluate the app. At any time during the trial, uninstall the app to cancel the trial. This will automatically ensure that your credit card won't be charged.
After 30 days your first payment in advance will be taken. This will automatically renewed every month until you uninstall the app.
The monthly invoice will be charged on the basis of how many agents you have and how the agent count profile changed.
For any issues or questions - raise a ticket with support@cloudset.net
A Cloudset Framework account is created for all new customers, providing a hub for all Cloudset purchased apps, enabling access to Zendesk Guide integration services, and billing management.
Security and API Access Use
The Cloudset Framework, specifically the configuration tools, require API access to your Zendesk, via Zendesk’s secure OAuth mechanism. This is revocable at any time from the Zendesk admin account, used to install the app, user security setting tab.
Transmission of this data is over https, and all configuration data stored is encrypted at rest.
Security management is goverened by Cloudset SOC2 Type 2 compliance provisions.
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