Documentation forSolarWinds Service Desk

Custom forms

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Introduction

A major benefit of SWSD is the ability to customize all forms to best meet your unique organizational needs. Forms refer to the different modules that you can add custom fields to. They serve as the location identifier of where your custom fields will appear. You can create one form for each module available to you. See Custom fields for more information.

It is imperative to differentiate between request forms from the Service Catalog and forms that add defined details related to ITSM objects. (Your service catalog should be a complete, up-to-date list of services performed within your organization. See Service catalog for more information.)

Use cases

Custom forms can be used to manage many things, including:

  • Purchase date of products/devices
  • Laptop Type

Navigation

Setup > Service Desk > Custom Forms.

Custom forms index page

As with all ITSM objects, Custom Forms has an index page that displays all active and inactive forms to date. You can edit and customize your view to meet your specific needs. See List view for more information.

Set up custom forms

  1. Navigate to Setup> Service Desk > Custom Forms.

  2. From the Custom Forms index page, click Add .

  3. In the New Form dialog, provide a name (required field), and optionally provide a description.

  4. Click Add Field to add fields to the new form.

    In the example above, SWSD opens an incident regarding a server issue. Then, with the use of custom fields, SWSD also defines the server type.

  5. Click Create to save the new form.

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