Using Dynamic Forms, Custom Forms, and Custom Fields

In the ever-changing ITSM landscape, we are finding it harder and harder to collect the correct information up front or even throughout the incident lifecycle. SolarWinds Service Desk has the flexibility needed to support your constantly evolving needs.  Be it new hardware requests, server issues, or network outages, getting the information you need to support your end users is key to meeting your Service Level Agreements (SLAs).  In this quick video, I’ll show you the power of Dynamic Forms and give you the simple steps to set them up for your infrastructure.

We'll cover how to do the following:

  • Create both global and service catalog custom fields
  • Create custom forms, add fields to the form, and apply form logic
  • Setup dynamic form rules to display the right forms and fields at the correct time
  • Use custom fields and field logic to dynamically display fields during a service request

For more information about using Custom Forms, Custom Fields, and Dynamic Forms, please feel free to ask questions below or review the following links:

SolarWinds Service Desk Success Center

Let me know how you are using dynamic forms or how you are planning to use dynamic forms, in the comments below!

Parents
  • Hi Joey and all, 

    I setup the dynamic form rules successfully for "Incident", but it doesn't work with non-license user role, i.e. Requester and Service Task User. 

    My case:

    - the dynamic form rule worked on when Service Task Agent creating new incident on the "Platform View" https://account-domain-name.samanage.com/incidents/new  . the custom form displayed as expected when Service Task Agent select the category = hardware.

    - the dynamic form rule doesn't work when non-license user creating new incident on the "Portal View" https://account-domain-name.samanage.com/incidents/new.portal . Nothing changed on this incident form. 

    Do I miss as additional permission to the non-license user role? or miss any configuration ? 

    OR this is the design of dynamic form rule: effective for license-user only?

    thanks and looking forward to the support of Solarwinds team and sharing from persons who are successful using this feature.

    QCD.

Comment
  • Hi Joey and all, 

    I setup the dynamic form rules successfully for "Incident", but it doesn't work with non-license user role, i.e. Requester and Service Task User. 

    My case:

    - the dynamic form rule worked on when Service Task Agent creating new incident on the "Platform View" https://account-domain-name.samanage.com/incidents/new  . the custom form displayed as expected when Service Task Agent select the category = hardware.

    - the dynamic form rule doesn't work when non-license user creating new incident on the "Portal View" https://account-domain-name.samanage.com/incidents/new.portal . Nothing changed on this incident form. 

    Do I miss as additional permission to the non-license user role? or miss any configuration ? 

    OR this is the design of dynamic form rule: effective for license-user only?

    thanks and looking forward to the support of Solarwinds team and sharing from persons who are successful using this feature.

    QCD.

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