Rootly’s Form page serves as a central hub for managing incident forms and incident property fields. Not everyone has the same incident response process and requirements, Rootly enables teams to create, customize, and organize incident forms and property fields specific to their unique requirements. You can access the Forms & Fields page by navigating to Configurations > Forms. In this page, you can customize built-in forms or create your own for a fully customized experience.
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Built-In Forms

Rootly comes with a series of built-in forms that cannot be deleted. However, they can be edited to collect different incident data properties specifically to your procedural needs. To learn about how to customize built-in forms, please see the Built-In Forms page.

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Custom Forms

If additional forms are required, Rootly allows teams to define their own forms that can be triggered either by Slack command or Slack block buttons. To learn about how to create and manage custom forms, please see the Custom Forms page.

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Built-In Fields

Rootly comes with a series of built-in incident properties that are typically collected during incident responses. To learn about what can be customized and how to customize built-in fields, please see the Built-In Fields page.

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Custom Fields

If the built-in properties are not enough to address your requirements, Rootly offers the ability to create custom incident properties in various data types. To learn about how to create custom fields, please see the Custom Fields page.

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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.