Building an Incident Web Form

You can build a web form in the web form builder using the Incident Management module. This web form can be used to generate a link that external users can use to submit incidents to the Incident Register.

To open an incident web form

  1. On the Incident Management menu, select Setup > Web Forms.

    The Web Forms screen appears.



  2. Click the Edit button on the web form you would like to build.

    The Web Form Customization screen appears.

To add a form field

  1. Open a web form on the Web Form Customization screen.


  2. Click the Add New button.
  3. Select a field attribute using the selection field.
    Note:

    The field attribute selected will determine the field type. The following system attributes do not display in web forms:

    • Organization

    • Method of Reporting

    • Reporter

    • Date Reported

    • Incident Status

    • Date Closed

    • Assignee

    • Incident Number

    • Incident Name


  4. Click the Required check box to make this form field entry required before the web form can be submitted.
  5. Click the Add button.

To delete a form field

  1. Open a web form on the Web Form Customization screen.
  2. Click the Context Menu icon of the field you want to delete.
  3. On the Context menu, select Delete Field.

    The Delete Field modal appears.

  4. Click the Delete button.

To move a form field

  1. Open a web form on the Web Form Customization screen.
  2. Use the Drag and Drop icon to arrange the order of the form fields on the web form template.

To publish a web form

  1. Open a web form on the Web Form Customization screen.
    Note:

    You can also publish a new web form by clicking the Publish button on the web form tile on the Web Forms screen.

  2. Click the Publish button.

    The Publish Web Form modal appears.


    Publish Web Form modal with publishing options
  3. Click the Publish button.

To share a published web form with an external user

  1. Open a web form on the Web Form Customization screen.
    Note:

    You can also share a web form by clicking the Copy Link button on the web form tile on the Web Forms screen.

  2. Click the Context Menu icon.
  3. On the Context menu, select Share.

    The Copy Link modal appears.


    Copy Link modal showing the shareable web form URL and copy options
  4. Copy the web form link to share as needed.
  5. Click the Close button.