This site is also used by our own engineers for API references.
Contact Request Templates Contact Request Templates are the contact-facing side of the ticket template system. They shape how a contact starts a new request in the portal by prefilling values, locking selected fields, and limiting who can use a given request flow. How Contacts Use Them In the contact portal,…
Contact Request Templates are the contact-facing side of the ticket template system. They shape how a contact starts a new request in the portal by prefilling values, locking selected fields, and limiting who can use a given request flow.
In the contact portal, the New Request area can show a list of available request templates. The contact picks the template that matches their need, then completes the request form shown in the modal composer.
If the workspace allows freeform requests, the contact can also choose No Template and start from a blank request. If the workspace is template-only, a request template must be selected before the request can be submitted.
A contact template can lock the title, description, category, priority, assignees, or additional contacts area. Locked fields stay visible in the request form, but the contact cannot change them.
Separate template options also control whether contacts can change assignees or add other contacts. When those options are disabled, the request follows the defaults defined by the team.
The signed-in contact is always attached to the request automatically. Even when a template adds other contacts or limits edits, the creator's own contact record remains part of the ticket so the request stays tied to the right portal user.
A request template can be limited to specific contact records, to matching email domains, or to both. This lets a team publish different request paths for different customers, divisions, or partner organizations while keeping the portal simple for each audience.
Contact Request Templates make the portal easier to use and easier to govern. They guide contacts into the right workflow, reduce incomplete submissions, and help your internal team receive requests with the structure and routing they expect.
This article explains how Client Secrets work in KDesk,...
This article explains how billing currently works in KD...
This article explains the current Contact Portal experi...
