Dynamic Forms 📝

To manage tickets across different campaigns, users must complete tasks forms that collect information about the service process, the customer, or the product or service. Each form has specific fields that vary depending on the campaign’s objective, and users can complete them as many times as necessary. Sagicc offers the option to add dynamic and fully customizable forms, allowing users to handle their tasks easily and comprehensively, adapting to the needs of each campaign.

Sagicc allows adding Dynamics Forms through the side menu, selecting the “Tools” option, and then clicking on “Dynamic Forms” to access the module.

Sagicc will take you to a list where you can browse all existing forms on the platform. For each form in the list, you can see basic information such as name, description, status, and creation date. By clicking on the “Add Form” button (in the upper right corner), you can display a form to add a new dynamic form to the platform.

By clicking on “Edit” (in the “Options” column), you can access the configuration of a specific form and modify it. Also, from “Options”, you can Disable, Delete, or Duplicate an existing form.