Creating Incidents - Slack
Are you looking for help installing the Rootly app in Slack? Check out our Slack Integration Guide to get started.
Create a new incident in Slack
Step 1
Type the command /rootly new into a Slack channel. Press enter or click the paper plane icon to run the command and open the new incident form.
or
Open the new incident form from a Slack message.
Hover over a Slack message and Select the three dots icon on the right side. In the More message actions menu, select Create an incident to open the new incident form.
Step 2
Fill in the desired fields.
Most of the fields in the new incident form can be customized and new fields can be added.
The default new incident form includes:
Field | Content |
---|---|
Title | Title of the incident. This will be used to create the channel name along with today’s date. |
Summary | A summary of the incident. |
Severity | Defaults: Severity level from SEV3 to SEV0 |
Type | The type of incident. Defaults: Cloud, Security, Customer facing, Default. |
Mark as Private | Select users can create a Private Incident by checking the “Mark as Private” checkbox. |
- Required fields are marked with a *
- Leave the title blank to generate a random incident title using the Automatic Incident Title Generator
- Account owners, admins, and users with Private Incident access can create or access Private Incidents
- We recommend creating private incidents if the incident impacts any security or privacy-related services
Step 3
Click Create.
After a moment, a new incident channel will be created.
Customize the new incident form in Slack
The form’s structure and contents can be edited from the Rootly web app under Configuration > Forms and Fields.
Step 1
In the Forms tab under Default Forms, click Configure under New Incident.
Select the Slack tab.
To replicate the fields in the Web form, click Copy fields from Web form.
The current form structure is on the left and a preview of the new form is on the right.
Step 2
Arrange the fields.
- Drag the six dots icon to reorder a field.
- Click the pencil icon to edit a field.
- Click the minus icon to remove a field from this form.
- Click Add Fields to add a new field.
Changes to the form will be saved automatically.
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