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Overview

Rootly comes with eight essential, built-in forms that cannot be deleted. The forms each cover a different stage of an incident and scheduled maintenance lifecycle.

You can access the built-in forms by navigating to Configurations > Forms.

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Form Types

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New Incident Form

The New Incident form is displayed whenever the user first declares an incident on Slack (via /rootly new command) or on the Rootly web UI (via Create Incident button).

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Update Incident Form

The Update Incident form is displayed whenever the user attempts to update an incident on Slack (via /rootly update command or Update button) or on the Rootly web UI (via Edit button).

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Incident Mitigation Form

The Incident Mitigation form is displayed whenever the user attempts to mitigate an incident on Slack (via /rootly mitigate command) or on the Rootly web UI (via Mitigate button).

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Incident Resolution Form

The Incident Resolution form is displayed whenever the user attempts to resolve an incident on Slack (via /rootly resolve command) or on the Rootly web UI (via Resolve button).

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Incident Cancellation Form

The Incident Cancellation form is displayed whenever the user attempts to cancel an incident on Slack (via /rootly cancel command) or on the Rootly web UI (via Cancel button).

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Incident Retrospective Form

The Incident Retrospective Form is displayed after the incident is resolved and the user enters the Gather & Confirm Data step of the retrospective. This form is only accessible from the Rootly web UI.

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New Maintenance Incident Form

The New Maintenance Incident form is displayed whenever the user first declares a scheduled maintenance on Slack (via /rootly maintenance command) or on the Rootly web UI (via Schedule Maintenance button).

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Update Maintenance Incident Form

The Update Maintenance Incident form is displayed whenever the user attempts to update a scheduled maintenance on Slack (via /rootly update command or Update button) or on the Rootly web UI (via Edit button).

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Sub-Status Forms

If your Rootly instance has access to Rootly’s custom lifecycle feature, which allows you to customize your incident statuses, Rootly will generate default forms for each of your incident substatuses.

This allows you to fully customize the information your responders provide throughout the incident’s lifecycle, attuned to your business processes.

You’ll find these forms under the Sub-Status Forms tab.

Get started with Rootly’s custom lifecycle feature by reaching out to your account representative.

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Edit Form

To begin editing a form, select the Configure button under the form you’d like to edit.

You’ll be navigated to the edit form page of the selected form. The left side of the page is the edit pane where you can edit what fields are displayed and how they are displayed. The right side of the page is the preview of the form.

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Select Display App

You can switch between Slack and Rootly web UI versions of the form by using the tabs at the top of the page.

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Mark Field as Required

You can mark a field as required by hovering over the right hand side of the field name. An asterisk (*) will appear and if selected, will make the field a required field on that specific form.

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Edit Field Position

You can rearrange the order of the fields by dragging them by the 6-dot area.

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Remove Field

You can remove a field by clicking on the minus symbol. Removed fields will not appear on the selected form.

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Add Field

You can add a new field by clicking on the Add Field button at the bottom of the page.

This will open a side pane where you can select the desired fields to add to the form. Only enabled fields are available to be selected on this panel. Please see Built-In Fields and Custom Fields pages to see how to enable/disable incident fields.

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Copy Fields From Slack/Web

You quickly match the Slack and Rootly web UI displays of the form by clicking the Copy fields from Web form or Copy fields from Slack buttons.

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Preview

The preview is generated in real-time and it is interactive. This is a great way to test out the behavior of each field.

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Support

If you need help or more information about this page, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.