Open the settings
Open your portal’s Settings, then choose Feedback collection. These settings apply to the form in the main app, the public portal and the embedded widget.
You can control three things separately:
- Category-specific questions: show follow-up questions for the selected category.
- Page and browser details: offer to attach details about the page where feedback was submitted.
- Optional annotated screenshots: let people upload an image and mark up a problem.
Select Save settings when you have finished. Turning off category-specific questions does not turn off screenshots or page details; use their own switches.
Add and edit questions
- Select Add question.
- Enter the question text, up to 160 characters.
- Under Show for category, choose a category or All categories.
- Turn on Answer required if the form must not be submitted without an answer.
- Select Save question, then Save settings on the settings page.
A portal can have up to 12 questions in total. Select an existing question to edit its text, category or required status. Use its Remove question control to remove it, then save the settings.
Each answer can contain up to 2,000 characters. Only questions for the selected category, plus questions set to All categories, appear on a submission.
Starting questions
The default Bugs questions ask for the steps that caused the problem, what the user expected and what actually happened. The Features questions ask what the person wants to achieve and how they handle it now. The defaults are optional.
Default questions include example placeholder text to help someone answer. The editor lets you change the question, category and required status; it does not have a separate placeholder editing field.
If you rename categories, check each question’s category too. A question assigned to an old category name will not appear for a different category unless you update it.
Page details and screenshots
People can review page and browser details and untick the option before submitting. URL query parameters and fragments are excluded from the recorded page address. The remaining path can still contain information about the page they were using.
Screenshots are optional. People can annotate, replace or remove an image before submitting. Submitted images are visible with the feedback, so ask users to check the image before sending it.