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Custom forms introduction

An introduction to custom forms.

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Introduction

Custom forms include fields required to create a service desk entity. Custom fields can be defined that will appear on a ticket. Custom fields have the following characteristics:

  • Define the field as mandatory or optional
  • Inactivate the fields that are not required
  • Organize the fields

Instructions to create a custom form

Log into OpsRamp and do the following:

  1. Click Setup.
  2. On the left-hand side panel, click Service Desk, and click Custom Forms.
  3. Select the ticket type.
  4. Select the client and customize the fields.
  5. To edit a default field, click Edit, provide the details, and click Update.
  6. To add new fields, select the field type from the right-hand side panel. Supported field types are:
  • Drop-down
  • Text
  • Mutli-line text
  • Numeric
  • Checkbox
  • Date
  • Date and Time
  1. Provide the details for field and click Save.
  2. To inactivate a field, click Inactivate.
  3. The inactive fields appear in the Inactive fields section.