How to Customize Your Support Form in NativeDesk

Plan Compatibility:

  • All Plans: Customize and reorder core form fields.
  • Paid Plans: Create and configure custom form fields.

Step 1: Access the Support Form Settings

  1. Log in to your WordPress Dashboard.
  2. In the left-hand sidebar, navigate to Tickets > Form Fields.

Step 2: Manage Core Form Fields

By default, NativeDesk includes four core fields: Name, Email, Subject, and Message.

  • To Reorder Fields: Click and drag the drag handle icon (located to the left of the field label name) to move fields into your preferred order.

Step 3: Add Custom Fields (Paid Plans Only)

If you are on a paid plan; Personal, Pro or Agency; you can gather additional details from your users by adding custom fields.

  1. Click the Add Custom Field button.
  2. Enter a Label Name (e.g., Order Number, Department). This is the field label visible to users on the site.
  3. Select a Field Type from the dropdown menu:
    • Text: A single-line text input.
    • Email: An email field with format validation.
    • Text Area: A multi-line text field for longer input.
    • Checkbox: A single toggle/check box.
    • Dropdown: A selection menu.
      • Configuring Dropdowns: When selected, an options box will appear. Enter your choices separated by a comma (e.g., Option A, Option B, Option C).
  4. Set Field Requirements: Check the Required box if users must fill out this field before submitting the ticket.

Step 4: Save Your Changes

  • Once you have finished adding, organizing, or editing your fields, click the Save Changes button at the bottom of the page to publish your updated form to your site.

Delete A Field

If you need to delete any field, simply click the Remove button next to that field.

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