TeamDesk is an incredible tool that allows you to build custom, no-code web applications to manage business data, automate workflows, and improve team collaboration. Whether you are managing customer data, tracking inventory, or handling project management tasks, TeamDesk provides the flexibility to create a solution that fits your exact needs.

In this tutorial, we will guide you through the process of building a useful web application that integrates seamlessly with your website using TeamDesk. This application could be anything from a contact management system to a ticketing system or a product catalog. For simplicity, let’s build a Customer Support Ticketing System, which will help you manage support requests on your website and allow your team to efficiently track and resolve issues.

By the end of this tutorial, you’ll have learned how to:

• Create and configure tables.

• Design forms and views.

• Automate workflows.

• Embed your app into your website.

Step 1: Set Up Your TeamDesk Account

Before starting, ensure that you have an active TeamDesk account. If you don't have one, go to TeamDesk and sign up for a free trial.

Step 2: Create the Tables for Your Web Application

For our Customer Support Ticketing System, we need to create three core tables:

1. Customers: This table will store customer details.

2. Tickets: This table will store the tickets (support requests) submitted by customers.

3. Ticket Statuses: This table will help us track the status of each ticket (Open, In Progress, Closed).

a. Create the Customers Table

1. Go to TeamDesk Dashboard and select Add New Table.

2. Name the table Customers.

3. Add the following fields:

• Customer Name (Text field)

• Email Address (Email field)

• Phone Number (Phone field)

• Date Joined (Date field)

b. Create the Tickets Table

1. Go back to the dashboard and select Add New Table.

2. Name the table Tickets.

3. Add the following fields:

• Ticket ID (Auto Number field)

• Issue Title (Text field)

• Description (Long Text field)

• Customer (Link to Customers table)

• Ticket Status (Link to Ticket Statuses table)

• Date Created (Date/Time field)

• Assigned To (Link to Users table)

c. Create the Ticket Statuses Table

1. Add another table called Ticket Statuses.

2. Add a single field called Status (Text field) with the following options:

• Open

• In Progress

• Closed

You now have the foundation of your application with three interconnected tables.

Step 3: Create Forms for Customer Ticket Submission

To allow your customers to submit support tickets via your website, you'll need to create a Web Form. TeamDesk allows you to easily create web forms that you can embed on your website.

a. Configure the Ticket Submission Form

1. Navigate to your Tickets table and select the Forms section.

2. Click on Add Form to create a new form.

3. Name the form Submit Ticket Form.

4. Configure the form fields as follows:

• Ticket ID (Auto-generated by TeamDesk, do not show on the form)

• Issue Title (Text field)

• Description (Long Text field)

• Customer (Link to Customers, set this to be auto-populated if you have customers who are registered)

• Ticket Status (Automatically set to “Open”)

• Date Created (Automatically populated)

5. After configuring the form, click Save.

Now your form is ready for integration.

b. Embed the Form on Your Website

1. Go to the Form Settings and select Web Form.

2. Copy the HTML Embed Code.

3. Paste this code into the appropriate section of your website where you want to display the ticket submission form.

Once the form is embedded, visitors to your site can submit support tickets directly into your TeamDesk application.

Step 4: Set Up Views to Track and Manage Tickets

After a customer submits a ticket, your support team will need a way to track and manage the tickets. TeamDesk provides views that help you organize and display data in a user-friendly way.

a. Create a “My Tickets” View for Support Agents

1. Go to the Tickets table and select the Views section.

2. Click Add View and name it My Tickets.

3. In the view settings, select the following columns:

• Ticket ID

• Issue Title

• Customer

• Ticket Status

• Assigned To

4. Apply a filter that shows only Open tickets, or tickets assigned to the specific support team member.

5. Click Save.

Now your support agents can see a filtered list of tickets they are assigned to and can manage them accordingly.

b. Create a “Closed Tickets” View for Completed Tickets

1. Go to the Tickets table again and create another view called Closed Tickets.

2. This time, apply a filter to show only tickets where Ticket Status is Closed.

This view allows your team to easily access tickets that have been resolved, helping them track the completion of past support issues.

Step 5: Automate Your Workflow

TeamDesk offers powerful automation features that allow you to automate repetitive tasks and streamline processes. For a support ticketing system, automating notifications and status updates can save a lot of time.

a. Set Up an Automated Email Notification

1. Navigate to the Actions section of the Tickets table.

2. Click Add Action and choose Send Email.

3. Set the action to trigger when the Ticket Status is updated to Closed.

4. In the email settings, configure the subject and body, notifying the customer that their ticket has been resolved.

• Subject: “Your Support Ticket Has Been Resolved”

• Body: “Hello [Customer Name], your support ticket [Ticket ID] has been resolved. Thank you for your patience!”

5. Click Save.

b. Automatically Change Ticket Status Based on Time

You can create additional automation, like sending reminders if a ticket hasn’t been updated in a certain number of days. For example, you could set an action to change a ticket status to “In Progress” if the status remains “Open” after 48 hours.

Step 6: Embed Your Views on Your Website

You can also embed the “My Tickets” and “Closed Tickets” views on your website for internal use.

1. Go to your Views section and select the My Tickets view.

2. Click on Web View and copy the HTML code for the view.

3. Paste this code into your website’s internal support portal to give agents access to live ticket data.

Step 7: Test and Launch Your Application

1. Test the Form: Submit a test ticket via the embedded web form and ensure that the ticket is created in TeamDesk.

2. Test Automation: Change the ticket status to Closed and check if the email notification is sent successfully.

3. Check Views: Ensure that your views (My Tickets, Closed Tickets) are displaying the data correctly and that the filters are working as expected.

Once everything is in place, your support ticketing system is ready for launch!

Conclusion

With TeamDesk, building a useful web application for your website is quick and easy. In this tutorial, you’ve learned how to create a customer support ticketing system that integrates with your website via a web form. By leveraging TeamDesk’s customizable tables, views, forms, and automation, you now have a powerful tool to manage customer issues and improve your support workflow.

This application can easily be adapted to other use cases like order management, employee tracking, or event registrations, making TeamDesk a versatile solution for a wide range of business needs.

Happy building!