Then there's the custom page option you mentioned. Having read your suggestion, I'm now realizing we could set up the Help Center and that one welcome article to be visible to everyone, without a sign-in, and then keep the other articles restricted via User Segments as we do currently. We use User Segments to restrict access to all the other articles so that only eligible users (customers) can view it.
#Forms to go lite how to
However, the only article visible to all signed-in users is a "Welcome to our Help Desk!" article that explains that only current subscribers to our software can view the help content and lets them know how to contact us if they should have access and don't. Sign-in is required, but users can self-register. I was actually slightly inaccurate before - our Help Center is currently set up as restricted, not closed. Please let me know if you have any suggestions about how we could achieve what we're going for here - quick, easy ability for our customers to access and use a form without having to figure out how to navigate the site.ĭan, that's very helpful. (That text isn't even accurate for our users in the first place, but it's especially confusing here.) If not, it would be really helpful for the redirected sign-in page for those who are not logged in to be a specific one for a form, saying something like "log in to submit your request," rather than a generic "welcome to our site if you've emailed with us you already have an account, but you probably don't have a password" login page that is not applicable to this context and gives no indication that they're on their way to the right place. Since many of our end users do not access our Help Desk regularly, we would like to have the form viewable without logging in (but still keep our Help Desk set as closed, so that only registered and approved viewers can view articles). We would like to start providing customers with a link to a ticket request form. We have already imported our existing customers' emails into Support, though many of them have not yet verified them or accessed our Help Center. We have a closed Zendesk instance, as our Help Center contains proprietary info about our product intended only for our subscribed customers.
#Forms to go lite pro
However, you won't be able to switch to Forms Pro from Forms. You can choose to go to Dynamics 365 Customer Voice or stay in Forms until August 30, 2020. If you have licenses for both Forms and Forms Pro, and have created surveys in Forms Pro, you're redirected to the Forms home page. Jennifer, I'm wondering if you can guide me in something I'm puzzling over. Documents To Go Lite Software Multilizer Lite for Documents v.20097.2. Experience for users with both Forms and Forms Pro licenses.
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