Inquiry Form Setup
Learn how to configure inquiry form fields and publish your form
The inquiry form combines fixed fields with custom fields for your workflow. Asking for the right information at submission time reduces follow-up questions and helps agents respond faster after an inquiry becomes a ticket
Form Setup Flow
1
Add Form Fields
Open the inquiry form fields section under "Settings" and add the custom fields you need
- You can choose text, textarea, dropdown, radio, checkbox, and file attachment fields
- Field labels are shown to customers, so make them clear and specific
- Specific choices make later filtering and classification easier
2
Choose Field Types
Choose the field type based on the information you want customers to provide
- Text is best for short one-line values such as order numbers, company names, and URLs
- Textarea is best for longer descriptions such as inquiry details, current situation, and reproduction steps
- Dropdown is best when customers should select one value from a compact list, such as inquiry type or product name
- Radio is best when customers should select one visible option, such as urgency or preferred contact method
- Checkbox is best when customers can select multiple values, such as affected features or environments
- File attachment is best for screenshots, recordings, or documents that explain the situation better than text
3
Set Required Fields
Turn on "Required" for fields that must be filled before submission
- The subject field is always required
- Name and email can be required or optional depending on form settings
- Limiting required fields to essential information helps reduce drop-off
4
Configure Attachments
When adding a file attachment field, configure allowed categories and the maximum number of files
- Each file can be up to 50 MB, and each submission can include up to 10 files
- Allow images or audio when screenshots or recordings help support work
- Accept only the categories your workflow actually needs
5
Find Your Public URL
Find the public URL and share it where customers can access it
- By default, the URL is under qaries.net
- If a custom domain is configured, share the custom-domain URL
- You can change fields after publishing, but consider how changes affect existing inquiry data
6
Run a Test Submission
Submit a test inquiry and confirm that the answers appear correctly in the management screen
- Check required validation and choice labels from the customer's perspective
- For attachments, confirm that thumbnails or download links appear
- After testing, mark the test inquiry private or closed if needed
Before You Start
- You need permission to change form settings
- Decide which information must be required and which can remain optional
- If you use file attachments, decide the accepted file categories and maximum count
Design Tips
- Use choices instead of only free text when you want easier classification
- Use dropdowns or radio buttons for information you want to classify, and textarea fields for supporting details
- NG word settings can help block inappropriate public form or discussion submissions
- When changing fields significantly after launch, share the change with agents first
What to Do Next
After the form is ready, review how incoming inquiries are managed as tickets