Easiest way to create Form in Sharepoint to open helpdesk ticket with mandatory information
We have Office 365 and are looking to capatiiise on its Sharepoint features. We want to create a SharePoint front-end to our helpdesk system to prompt users for all necessary fields to enter a request from what we call our IT Service Catalog.
The IT Service Catalog is a list of standard services IT provides which require a standard set of data for IT to satisfy the request. Each service would be associated with a form prompting the user for the details.
We see a it working as follows:
1) User navigates to page offering a link or drop down for each IT service (ex. "Add new SalesPerson to ERP", "Resore file from backup", etc)
2) User selects desired service (ex "Add new SalesPerson to ERP")
3) User is prompted with form with mandatory fields. Some fields will be shared lists (ex Departments, etc) that we maintain and can share between the forms.
4) User provded data is validated (are all fields provided? If an Excel file is needed has it be provided?)
5) An email is generated submitting all data to our helpdesk system
How can this be acheived using the version of Sharepoint we have?
The IT Service Catalog is a list of standard services IT provides which require a standard set of data for IT to satisfy the request. Each service would be associated with a form prompting the user for the details.
We see a it working as follows:
1) User navigates to page offering a link or drop down for each IT service (ex. "Add new SalesPerson to ERP", "Resore file from backup", etc)
2) User selects desired service (ex "Add new SalesPerson to ERP")
3) User is prompted with form with mandatory fields. Some fields will be shared lists (ex Departments, etc) that we maintain and can share between the forms.
4) User provded data is validated (are all fields provided? If an Excel file is needed has it be provided?)
5) An email is generated submitting all data to our helpdesk system
How can this be acheived using the version of Sharepoint we have?
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I thought it managed Work Flow processes which sounds like what you want.