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HelpDesk › Documentation › Custom forms, charts and views

Table of contents

Getting Started

HelpDesk installation
Quick HelpDesk configuration
License Installation
YouTube Channel
Official blog
Community forum

Configuration guide

Email settings
Triggers
Web widget
Customize widget forms
Customize ticket and contact forms
Customer service survey
Scheduling of tasks and reminders
SLA policy
Localization
Appearance settings
Color theme
Statuses customization
Reports customization
Ticket numbering customization
Upgrade HelpDesk
Uninstall HelpDesk

User guide

Home
Ticket management
Knowledge base
All tickets
Contacts
My contact
Reports
Canned responses
Ticket merging
Ticket splitting

General

Version history
Data protection and security
Licensing details
How to upgrade or renew your license
Support plans

Power Automate (Microsoft Flow) and Public API

Power Automate (Microsoft Flow) connector
Public REST API

How to

Notifications
Automations
SLA
Ticket management
Custom forms, charts and views
Advanced

Custom forms, charts and views¶

Add a new column to tickets list and form
Create a new view
Create a new chart

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HelpDesk for Office 365, MS Teams, and SharePoint 1.x documentation »