Formset

Conditionally display fields based on the values of other fields

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Formset is an advanced conditional field paid app from the Cloudset family of extension products for Zendesk.

Ask the right questions, capture the correct data. Conditionally display fields or sets of field values to end-users and agents, as forms and cascading fields.

Define complex display rules using all the Zendesk native field types and auxiliary Cloudset concepts. Key features include:

  • Forms with multiple fields combinations
  • Infinite levels of cascading conditional field display
  • Custom and system driving fields
  • Organization and user fields supported
  • AND|OR driving field control logic rules

Get smart by using Dependant Value Fields rules, which allow you to sub-set drop-down fields to only show relevant field options values for specific contexts.

Brings field conditionality to people fields to either de-cluttering the interface or applying more sensitive need-to-know information.

Ensure data quality by enforcing the mandatory setting of fields if exposed by conditional field control, either straight away or on solve.

Works for both the agent and end-user experiences, with the option to deploy as a widget on your website.The benefits of the Formset include:

  • Reduction in Agent Handling Time
  • Improve accuracy
  • Implement control and guide at the point-of-need
  • Reduction in configuration set-up and maintenance
  • Support a wide range of use, spanning support and business tasks
  • Seamlessly integrate into the Zendesk UX and UI

A Cloudset Framework account is created for all new customers, providing a hub for all Cloudset purchased apps, enabling access to Zendesk Guide integration services, and billing management.

Note: The Cloudset Framework, specifically the configuration tools, require API access to your Zendesk, via Zendesk’s secure OAuth mechanism. Revocable at any time.r

App details

Author
Coherence Design Ltd
Version
1.1.0
Price (USD)
Free 30-day trial, then $8.00 per agent, per month

Apps install directly into your account.

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