Blog

Here to Help: How to Set Up an IT Service Request Process

Blog

Here to Help: How to Set Up an IT Service Request Process

Blog

Here to Help: How to Set Up an IT Service Request Process

Blog

Here to Help: How to Set Up an IT Service Request Process

Blog

Here to Help: How to Set Up an IT Service Request Process

Download PDFDownload PDF
Blog

Here to Help: How to Set Up an IT Service Request Process

Jessica Haas
/
September 21, 2016
Blog

Here to Help: How to Set Up an IT Service Request Process

MIN
/
September 21, 2016
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

Blog

Here to Help: How to Set Up an IT Service Request Process

Blog

Here to Help: How to Set Up an IT Service Request Process

Get the Report

Not a valid e-mail address

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

Here to Help: How to Set Up an IT Service Request Process

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

Panelists
No items found.
Infographic

Here to Help: How to Set Up an IT Service Request Process

Learn how to set up an IT service request process with a Formstack IT form. Easily automate your IT business processes to save time and increase efficiency.
Download InfographicDownload Infographic

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

"Here to Help" is a support column written especially for Formstack's awesome, loyal customers. This post is part of a three-post series on streamlining business processes with online forms.

If you’re using Formstack for IT, great. But are you using your IT forms in the most efficient way possible? Processes like IT service request management can get messy fast if you don’t have a good system in place. But rest assured that there’s an easy way to create a seamless process for IT service requests so you can keep customers and internal teams happy.Combining the power of Formstack’s online forms with your preferred help desk integration and features like Data Routing can help you quickly streamline IT business processes and eliminate the stress of handling a large volume of urgent requests.Set up your own IT service request process with these easy steps:

Step 1: Create an IT Service Request Form

streamline IT business processes

To get started, you need to create an IT service request form. Luckily, Formstack already has an IT service request form template available, so you don’t have to start from scratch! Just follow these quick, easy steps:

  1. Go to the IT Service Request template page, and click the Get this template button at the top.
  2. If you’re already logged into Formstack, an editable version of the template will automatically open in the form builder.
  3. Tweak the template using our Theme Editor to bring the form in line with your brand guidelines.

Step 2: Add a Help Desk Integration (Optional)

If you use help desk software to process requests, you can integrate your platform with your IT service request form. Formstack provides integrations for a few different platforms, including Salesforce Desk, Zendesk, and HelpSpot. Using one of these integrations is a great way to streamline business processes by quickly sending requests to your preferred software and auto-generating Support tickets in your system.

IT service request

To add a help desk integration to your form, go to the Settings tab of your form and click Integrations on the left-hand side of the page. Choose Help Desk, click Add under your preferred integration, and follow the specific instructions for that integration.

Step 3: Add Data Routing

Data Routing is a feature that lets you route your form data to specific people and departments. You can use this feature to send submitted IT service requests to the right team members so information doesn’t get lost in the wrong person’s inbox.To set up Data Routing for your IT service request form, follow these steps:

  1. Go to the Settings tab of your form and click Emails & Redirects.
  2. Click on the + icon under Notification Emails, fill in your preferred email settings, and add a team member’s email address.
  3. Click on the Use Email Logic button at the bottom of the Notification Email Settings window. This will allow you to set conditional logic rules, so a form submission is sent only after specific conditions are met. For example, if you have one team member that specifically handles internet connection issues, you can set email logic to only send form submissions to that person if the Internet Connection problem was checked on the form.
data routing for IT

Please Note: You must add team member emails and logic rules individually. You can learn more about Data Routing in this Support article.

Step 4: Share the Form

Once you have your form set up, it’s time to share it with the world! Formstack offers a wealth of embedding options to get your form in front of the right people. If you go into your Publish tab, you’ll find several options for sharing your form. The easiest options are in the “Quick Start” section. There, you’ll find your form’s unique URL, which can easily be shared through channels like email and social media. You’ll also find the embed code if you want to embed the form right on your business’s web page.

Want to learn more about managing your IT business processes and workflow with Formstack? Dive into our IT service desk solutions.

Jessica Haas
Jessica is the Director of CX & Professional Services at Formstack and has been with the company since 2012. Most of the time, her brain is consumed by thoughts of service design, customer happiness, and creative solutions. She wants to make a difference for people and hopes to someday become a master of zen.
More Articles
Meet The Host
Content Marketing Manager
Connect
Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.