Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
New Features and UI Designs
New Request Support UI
How to roll out new portal features and UI designs
New Ticket User Interface - V2
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Client Security/Permissions Configuration
Client Security (Autotask)
Portal Access (ConnectWise)
How Additional Access works
Contact Creation Rule
Customer Closed Tickets.
DD Advantage Configuration
DD Custom Domain
DDPortal for Windows
Diagnosing login problems using the new DDGetSID CLI tool
Branding Windows & macOS Portal Installers
DD Portal for Windows: Kaseya Deployment Guide
Getting Started with DD Portal
Installing DD Portal
Troubleshooting your DeskDirector Portal installation
Uninstall Script for DDPortal
Troubleshoot a login failure to the DeskDirector Client
Diagnosing login problems using the DDGetSID tool
DD Portal Terminal Server/Citrix
DD Portal for Windows: LabTech Deployment Guide
DD Portal For Windows: N-central/N-able Deployment Guide
DDPortal for Mac
DD BaseCamp Documentation
Quotes & Invoices
Send emails with Office 365
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
SMTP / Email Settings
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
Filtering companies in Company Configs
FastTrack in DeskDirector
Change Ticket Status when Customer Adds Note
Branding & Customization
Get Started with Email Template Engine - DeskDirector
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
DeskDirector Web Branding
Theming in DeskDirector
DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
DeskDirector Forms - Sections and Conditionals
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Ticket Title Automation
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Creating an integrator resource in Autotask
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
Common WuFoo errors
Wufoo not working
Changing the Summary of Wufoo Tickets
Creating your first Wufoo form
Adding Wufoo Forms To Request Support
Common WuFoo errors
Getting started with WuFoo Forms
Debugging Your Wufoo Integration
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
With DeskDirector forms you can have beautiful native forms which allow you to ask the right questions to your clients the first time round.
If you have a Wufoo Account, you can import your forms to our native forms, read how here.
This article will help you go through the process of creating a form. We also have other articles that can be very helpful in regards to form and more advanced features of forms.
DeskDirector Forms - Detailed Question Types
DeskDirector Forms - Sections and Conditionals
DeskDirector Forms - Importing Wufoo Forms
Creating a new form
Adding a new form
All of your DeskDirector forms will be created inside our admin console, using our own form builder. To get started, log in to the admin console and navigate to the Forms link under “System”.
Here you will be able to create new forms, as well as view/edit other forms you have created. To get started, click on “New Form” and give it a name. Your customers won’t see this name, it’s for your reference, so you can be descriptive.
Adding questions - Basics
By default, all forms will have a “Ticket Title” field prepended to the top of them. This feeds into the ticket title when it is created. You don’t need to configure this yourself.
To get started, click “Add new” and then choose the type of question this will be. The most common choices are presented immediately, but more are available in the dropdown.
Every question type will have at least two fields to fill out. The first one is the “Question” which will be the literal question displayed to the user. This one is required. The second is the “Question Description” which will be displayed in a smaller font under the Question. This can be useful if you wish to expand on the exact meaning of the question. This one is optional.
Don’t forget to click Save before you finish!
Adding questions – Answer Validation
All question types support the “Required” flag. This marks the question as mandatory before the user can submit the form.
Currently only two other question types support extra validation.
The “Text” question type allows you to specify the maximum accepted length of an answer. You can also provide a custom error message, which will be displayed underneath the question, when the answer length is exceeded.
The “Number” question type allows you to specify certain inequality conditions on their answer. This will let them know their answer is not valid, until they satisfy the conditions. You can also provide a custom error message, which will be displayed underneath the question, when the number does not satisfy the conditions.
Adding questions – Deleting, copying and re-ordering
You will notice that on a given form, you may only select and edit one question at a time. At the top of the question you currently have selected, there are controls enabling you to duplicate, delete and re-order the given question.
For more details on all question types, please see here.
This should be enough to create a basic form, however if you want to add sections and conditional sections to your forms, please read more about that here.
User Form Access
DeskDirector forms are accessible by the end user when they create new tickets. To make a form available to your end users, simply create a new Request Type (or modify an existing one) and set the “Form” property to the form you wish to show. From here you can apply the familiar Request Type filters to restrict access.
You can read more on how to set up request types here.
Any questions on Forms, please log a ticket via DeskDirector Support Portal.
This will help you track your ticket progress.