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Custom Backops Form

1min

Custom backops form is used to create a form that appears on the side of the screen for different statuses, escalate, accept, reject, draft, handoff as well as for internal notes.

Here, we can create a setting, add the setting name, and select a flow. In 'Select Flow', you can select all flows or specific flows to create a setting.

It can be customized whether a form is required for a certain status or not by selecting the Yes/No radio button. If a form is required then its template can be configured by adding various elements. This created template can be copied as well as pasted for other statuses.

Custom Backops Form Configuration
Custom Backops Form Configuration


Getting help

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You can reach out to us at [email protected].