Formset

Conditionally display fields based on the values of other fields

Preview image of app
Preview image of app
Preview image of app

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Design dynamically adaptable 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.

Formset Video Player

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 membership
  • 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  • Managing redundant data values that must be retained structurally but withdrawn from operational use

Commercials Formset is licensed the same way as Zendesk, per agent/admin, per month.

Full licensing details on Cloudset Software Terms & Conditions here

Contact sales@cloudset.net for questions and demo requests.

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 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.

As a SOC2 Type 2 compliance certified company, we are a safe pair of hands from a holistic business, technical, and security perspective.

App details

Works with
Support
Installs
50+
Version
1.2.0
Price (USD)
Free 30-day trial, then $8.00 per agent, per month

Apps install directly into your account

What people are saying

5.0

(1)
1 review
Spencer Hutton
over 2 years ago

Formset is a very powerful app that allows me to control what fields and field choices are shown to agents for ticket categorization. This allows me to have more accurate ticket categorization and not have to spend time reviewing tickets for accuracy. The configuration is intuitive and even provides a small sandbox test area you can see how your changes will impact the forms before saving. Support is great from Cloudset. I had a peculiar problem based on how I named my field choices and the team was able to help me through it.

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