Creating your first Wufoo form

Wufoo is no longer supported. Please move to our own custom forms.

Creating your first Wufoo form

Please note that if you are a DD Basecamp customer and do not have your own Wufoo account, you will not be able to create any forms, just edit the existing ones, so if you delete a form by mistake, you will not be able to create another one. 

1. Click the New Form button to create a new form

2. Create the DDMETA field

DeskDirector uses a hidden field called DDMETA to store information that will be used to create the corresponding ticket or opportunity in ConnectWise

  1. Create a new Paragraph Text field
  2. Give it the Field Label DDMETA
  3. Add the CSS keyword hide to ensure the client won't see this field 
    Now save your form.

3. Set Redirection Settings

3.1 Access Form Settings tab

  1. Click Form Settings from your form
  2. Select Redirect to Website
  3. Enter the redirection URL detailed below

3.2 Get Redirect URL

If you have saved your form inside Wufoo, you will be able to see the redirect URL generated for you on the form inside the Admin Console. You will find the link Under the Integrations > Wufoo tab in the admin console, just click forms next to the subdomain name, and then click the form you wish to get the redirect link for. Copy this and paste it into the redirect URL field of the form settings. You can also set up a redirect for opportunities; just change the WufooTicketRedirect part to WufooOppRedirect.

Make sure to convert the URLencoded characters to their ASCII equivalent. So %7B is { and %7D is }.

You will end up with an entry that looks like this;{entry:EntryId}&noGoBack=true

How did we do?

Changing the Summary of Wufoo Tickets

Adding Wufoo Forms To Request Support