> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackshift.cloud/llms.txt
> Use this file to discover all available pages before exploring further.

# Create customer request forms

> Collect the details staff need before a structured request reaches the team.

<Note>
  This guide includes features awaiting release. If an option is not available in your workspace, contact StackShift Support.
</Note>

## What you can do

Collect the details staff need before a structured request reaches the team. Where to find it: Settings → Ticket forms

## Before you start

* Permission to configure tickets.
* A destination inbox and a clear request category.

## Steps

<Steps>
  <Step>
    Create a request type with a recognizable name such as Report a delivery problem.
  </Step>

  <Step>
    Add the fields customers or staff need to complete, including labels, types and which are required. Avoid asking for passwords or unrelated personal data.
  </Step>

  <Step>
    Configure its statuses and allowed changes between them. Review who should see or use the form.
  </Step>

  <Step>
    Publish the request type, then expose the appropriate customer form through your portal configuration.
  </Step>

  <Step>
    Submit a test request with valid information and one missing a required field. Confirm that the resulting ticket has the expected data and workflow.
  </Step>
</Steps>

## Example

A delivery form asks for order reference and issue description so staff do not need to ask the same questions again.

## Things to know

* Existing tickets retain their original request-type version’s workflow.
* An unpublished type is not a ready customer form.

## What happens next

<Check>
  Customers submit complete requests and staff work through an agreed set of ticket states.
</Check>

## If something goes wrong

<Warning>
  * Form absent: check publication, portal configuration and intended audience.
  * Status change unavailable: check the ticket’s version and allowed transitions.
</Warning>

## Related guides

<CardGroup cols={2}>
  <Card title="Create and follow a ticket" href="/stackshift-support/tickets">
    Track requests that need structured information and a clear lifecycle.
  </Card>

  <Card title="Offer a customer support portal" href="/stackshift-support/customer-portal">
    Let customers read help articles, submit requests and follow their own conversations.
  </Card>
</CardGroup>


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