Creating A Ticket Through An External Form
When external stakeholders use your equipment, they need a way to submit tickets when issues arise. Giving them access to your Beam workspace is not feasible as it unnecessarily complicates the process for the external stakeholder and it exposes your proprietary data. This is why Beam's ticketing module allows users to submit issues through external ticket submission form. In this tutorial, we'll show you how to access this form and give you an overview of what happens when a user submits a ticket through it.
To access your external ticket form, click on the arrow next to the New Ticket button at the top of the tickets page and then click on Open External Form.
Doing so will open the ticket submission form in a new tab. The url of this form can be shared with external stakeholders so that they can submit tickets even if they don't have access to your Beam workspace. To submit a ticket, users can fill out the form and hit submit.
Once submitted the user will be given confirmation of their ticket along with a ticket ID to make future communication with your team easier.
In the Beam workspace, you'll be able to find the ticket in the ticket page of the ticket type that the user selected when creating the ticket. All parties with the requisite notification settings will be informed via email about the ticket's creation.
