Now Available: Dynamic Forms and Variables Converted to Custom Fields

Please review the in-depth documentation about these features on our Success Center here

We are excited to announce the release of dynamic forms and variables converted to custom fields!

Dynamic Forms:

Dynamic forms give you the ability to have different standalone forms present themselves across multiple modules based on rules you define. Need a certain form to appear when you set an incident to a certain category, no problem. What if I need a form to appear based on both a category selection and a selection made in a custom field? Not a problem! With dynamic forms you will be able to create rules to handle all of these situations. 

Variables converted to custom fields:

No more are the need to recreate variables for each and every service catalog item that you have to also manage individually. Moving forward, all fields used in service catalog items will be custom fields that can be reused in as many catalog items as you see fit. Not only does this make creating a new service catalog item a breeze but also makes updating/managing these fields even easier. Update the field in one place and have the confidence that its updated in all locations. 

Please feel free to post any feedback or questions about this release in the comments below.

Anonymous
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  • Will the custom fields, which replace variables, in service catalog items be editable?  Currently, we do wish the variables could be editable (e.g. notes/comment field, or if someone made a typo).  We end up having a two step process many times (create service catalog incident with minimal variables - which are not editable, then route to same incident requestor to update custom fields - which are editable).

  • Hi , I 100% understand the use case and this is something we plan on allowing in the future. This type of functionality won't be included in this release but this release is a step we needed to take in order to allow editing fields after submission. We also have plans later this year to begin working on task management as a whole to allow things like comments on tasks, custom fields on tasks, resolution notes, and more. Both of these things combined will allow you more flexibility when it comes to the tasks in your organization!

Comment
  • Hi , I 100% understand the use case and this is something we plan on allowing in the future. This type of functionality won't be included in this release but this release is a step we needed to take in order to allow editing fields after submission. We also have plans later this year to begin working on task management as a whole to allow things like comments on tasks, custom fields on tasks, resolution notes, and more. Both of these things combined will allow you more flexibility when it comes to the tasks in your organization!

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