Add Dynamic Form

To add a form, click on the “Add Form” button located at the top right of the Dynamic Forms module.

Open

Sagicc will take you to the dynamic form creation form, where you will need to enter the following required information:

• Name: The name of the form.

• Description: The description or objective of the form.

• Additional Configuration:

  • Require Observations: Specify whether the form should mark the Observations field as required when saving a task.

  • Require Next Task: Specify whether the form should mark the Next Task field as required when saving a task.

Open

After entering the information into the form, you can start adding fields to it. By clicking on the “Add Field” button, an additional form will appear to configure the new field:

• Label: It's the label that users will see associated with the field. For example, Appointment Date.

• Description: It's the description of the field. For example, Customer’s appointment date.

• Field Type: It's the type of field that will be displayed in the form. It defines the visual appearance, content, and validation rules of the field. For example, Field for selecting dates. Find in the next section the detailed description of each of the available field types and their configuration.

• Default Value: It's the value that the field will contain by default when displaying the form. If not edited at the time of task, this value will be saved as part of the task information.

• Required Field: Indicates whether the field should be marked as required/mandatory within the form. Users will not be able to save a management without entering the required fields of the form.

After adding all the necessary fields for the dynamic form, verify that the information is correct and that they are in the correct order. You can reorder fields by dragging and dropping each one into the correct position. Additionally, you can remove a specific field by clicking on the “Delete” button.

Verify the information entered for both the form and fields, and click on the “Save” button to add the new dynamic form. If the process was completed successfully, Sagicc will take you back to the Dynamic Forms module, where you can see the newly added form in the list.

Dynamic Field Types

The following are the different types of dynamic fields available for task dynamic forms in Sagicc:

List for selecting one or multiple options

When adding a field of type “List to select an option” or type “List to select multiple options”, a section will be displayed in the form to add each of the options that the field will have.

• Select "Options" if you want to manually enter the options that the list will contain. Or select "Reusable List" if you want to use a previously configured list (via the Reusable Lists module) to populate the field.

• Click on the “Add Option” icon to add a new option to the field.

• Click on the “Remove Option” icon to remove one of the options from the field.

• Enable the “Add Other option” checkbox so that the field automatically displays the “Other” option, allowing users to enter an alternative option.

• The options of the field will be displayed in the default order entered, but you can select “Sort Alphabetically” to display them in that order.

• Check the "Required" option if you require this to be a mandatory or required field within the form.

Linked List for selecting options

When adding a field of type "Linked List to Select Options" a section will be displayed in the form to add each of the options that the field will have. In a linked list, each option can have sub-levels of options, and these, in turn, can have sub-levels. This structure enables the creation of multiple levels and sub-levels of options within the linked list.

• Select "Options" if you want to manually enter the options that the list will contain. Or select "Reusable List" if you want to use a previously configured list (via the Reusable Lists module) to populate the field.

• Click on the "Add Option" icon to add a new option to the field.

• Click on the "Add Sublevel" icon to add a new sub-level of options.

• Click on the "Remove Sublevel" icon to remove a specific sub-level of an option.

• Click on the "Remove Option" icon to remove one of the options from any of the levels of the field.

• The options of the field will be displayed in the default order entered, but you can select "Sort Alphabetically" to display them in that order.

• Check the "Required" option if you require this to be a mandatory or required field within the form.

List to select options (ENDPOINT or REST API)

When adding a field of type “List to select options (ENDPOINT or REST API)”, the following fields necessary to specify the configuration of the field will be displayed in the form:

• Method: Select the HTTP method to be used to consume the REST API.

• URL/Endpoint: Specify the address to access the method of the REST API from which the options for the list will be queried.

• Headers (Request Headers): Here you should write, in JSON format, the headers that need to be added to the request to consume the webservice (if required). For example, { "Authentication": "Bearer aej3fsh2fg4ds"}.

• Body (Request Body): Write here, in JSON format, the body that the request must contain to obtain the options for the list (if required). For example, {"country":"Colombia"}.

• Authentication: Check this box and specify the username and password required to authenticate the request to the REST API (if required).

• Values: Here you must specify the structure that will be used to extract from the response of the REST API the values associated with each of the options of the list. These values are the ones that will be stored in the management when using the form to manage a ticket. The structure must follow the JSONPath format. You can use tools like JSONPath Online Evaluator to define this structure accurately.

• Labels: Here you must specify the structure that will be used to extract from the response of the REST API the labels associated with each of the options of the list. The labels are the texts that will be displayed in the field for users to select, while the values correspond to what will be stored in the management. In some tickets, you can use the same information for both labels and values. For example, if you want to display a list of cities in the field and store the names, the label and the value could both be "Bogotá". However, if you need to store a code associated with a service, the label could be "Technical Professional Services" while the value could be "443452". The label will be what users see, while the value will be what is saved when generating a management.

Assign Form to a Campaign

Once a dynamic form is configured, you can associate it with one or more campaigns so that users can manage tickets using the new form. Go to the Campaigns module, search for the campaign to which you want to assign the form, and click on the "Edit" button. In the “Campaign” tab, look for the new form in the “Forms” field. Select it and click the "Save" button. From that moment on, all tickets in the campaign will be assigned the dynamic management form.