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 Comment Children
  • Hi, the dynamic forms and field logic works on both the platform and portal views. Make sure you have the fields set to Show on Portal in order for this to work on the portal view. You can make fields show on portal or not by clicking on the three dots on the top right of the field.

    Let me know if this does not resolve your issue. 

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