Learn how to succeed in your role as a service desk agent.
Embed a widget onto a web page
By embedding a lightweight request form, your customers can send requests directly from any website you control.
You can customize your widget’s appearance and available fields in your Project settings (), and check a preview before you add it to your webpage.
Before you use the widget, make sure:
You’re a project administrator.
You have an open portal.
If you want to use a knowledge base, the knowledge base Viewing access is set to Anyone.
To embed a widget:
From your service desk project, go to Project settings () > Widget.
Choose the widget options that fit your needs.
Select Save to confirm your widget settings.
Copy the generated code to your web page(s). If you update options later, we'll automatically update the widget. No need to re-copy the code.
When you choose a default request type for the widget, you might see an error message saying the request type isn't valid. Usually, this means the request type has a required field that we can't yet render in the widget. To use that request type, make the field optional.
Was this helpful?