Dec 27, 2023
360
Required Permission
Manage All Forms
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This is a team level role.
- Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission.
How to customise the create incident form?
Follow the steps below to customise the create incident form.
- Navigate to Main menu > Manage > Ticket settings > Forms.
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By default, Incident tab will be selected. All the default fields for incident ticket type will be listed as below.
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The fields which can be customised are marked in the table below.
- In addition to the below fields Requester fields and Team selection will always be displayed and are mandatory always when creating an incident.
- The incident form customisation can be done for each team.
- The incident custom fields associated to the teams can be customised under Manage > Custom fields > Incident fields.
Field Name | Can be Customised? | Display for Agent | Mandatory for Agent | Display for Requester | Mandatory for Requester |
Subject |
No |
Enabled by default | Yes | Enabled by default | Yes |
Description | No | Enabled by default |
Yes |
Enabled by default | Yes |
Impact | Yes | Enabled by default | Yes | Enabled by default | Yes |
Urgency | Yes | Enabled by default | Yes | Enabled by default | Yes |
Priority | Yes | Enabled by default | Yes | Enabled by default | Yes |
Status | Yes | Enabled by default | Yes | NA | NA |
Asset | Yes | Enabled by default | No | NA | NA |
Assignment group | Yes | Enabled by default | No | NA | NA |
Assignee | Yes | Enabled by default | No | NA | NA |
Resolution | Yes | Enabled by default | No | NA | NA |
*NA - Not Applicable. Internal field. Agents can only view these fields in agent portal. These fields cannot be exposed to requesters.
Note:
- These are default system fields that are shipped out of the box in service desk.
- These fields can be either enabled or disabled from the form but cannot be deleted.
- These fields cannot be renamed.
- Field values of Impact, Urgency cannot be changed.
- Field values of Status, Priority, Asset, Assignment group, Assignee can or will be based on the configuration done by the admins in the respective manage screens.