Custom Forms
Throughout the lifecycle of an incident, teams might want to prompt responders to input various incident properties outside of the standard built-in forms. Custom forms enables teams to define their own forms that can be triggered either through a custom Slack command or a button within a custom Slack block.
You can access the custom forms by navigating to Configurations > Forms & Fields and scrolling to the bottom of the page.
- Targeted Data Collection: Create a form specifically for the Comms Lead, which only displays fields that are important to the leadership (e.g. status, summary, severity). This streamlines the communication process by helping teams only focus on the relevant information.
- Guided Response: Create various forms that collect specific sets of data at specific points of the incident life cycle. Dynamically display each custom form to guide responders through their response effort.
Click on the Create Form button to initiate the form creation wizard.
A dialogue will appear requesting for the following fields:
Assign the custom form a name.
Define a Slack command that would prompt open the form in Slack.
The full command you would enter in Slack is /rootly customform your-custom-slack-command. You only need to enter the your-custom-slack-command portion in this field.
You can provide an optional description for your custom form.
After providing the necessary details, click on Save. You’ll be redirected to the following page where you can begin customizing the new form.
You can edit the name, command and description of a custom form by clicking on the edit icon.
To define what incident properties are collected on the form, select the Add Fields button.
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.
Once you're happy with the selected fields, click the Add Fields button to add.
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.
You can rearrange the order of the fields by dragging them by the 6-dot area.
You can remove a field by clicking on the minus symbol. Removed fields will not appear on the selected form.
Custom forms can be triggered in various methods: Slack command, custom Slack block, or web UI.
A custom form can be prompted in an incident Slack channel via manual command. The command can be found on the edit screen of the specific form.
Input the command in an incident Slack channel.
You'll be prompted with the custom form.
A custom form can also be prompted in an incident Slack channel via a button in a custom block. The following demo will walk you through how to set this up.
Lastly, a custom form can also be prompted from the Rootly web UI. First navigate to a specific incident and then select the Custom Form dropdown at the top. The dropdown will contain all custom forms that have been configured in the organization.
If you need help or more information about this page, please contact [email protected] or start a chat by navigating to Help > Chat with Us.
