Help and Documentation
Custom Forms
4min
This feature allows you to create and customize forms tailored to your specific needs, thereby streamlining incident management and data collection processes. With the ability to logically group fields together, you can mix native Rootly fields with custom fields on a single form.
- Trigger via Slack or WebYou can initiate these forms through Slack using a special slash command or via the web from the Incident page.
- Logical Grouping of Fields Combine native Rootly fields and custom fields in a structured manner.
- Customized Data CollectionDesign forms specifically for roles like "incident communications expert" that only display communication-related fields.
- Workflow TriggersThe ability to initiate workflows based on the fields in the form.
- Incident Communication: Create a form specifically for the incident communications team, which only displays fields related to communication. This ensures that the team focuses only on relevant information, streamlining the communication process during an incident.
- Data Collection for Analysis: Design a form to collect specific data points during an incident for post-incident analysis. This can help in identifying patterns and areas of improvement.
- Workflow Automation: When a form field, like "High" severity, is filled, it can trigger workflows. This can auto-alert senior management via email, Slack, SMS, etc. Our platform excels in multi-channel messaging.
- Client-Specific Requests: Tailor forms based on client requests. For instance, a client might want a form that collects information on the software and hardware affected during an IT incident.
- Creating a Form: Navigate to the Custom Forms section and start configuring your form by adding the desired fields.
- Launching the Form: Once the form is configured, it can be launched via a custom Slack command defined by the user or directly from the web UI.
We value feedback from our users. If you have suggestions, questions, or encounter any issues, please reach out to our support team.
