Documentation forSolarWinds Service Desk

Dynamic Form Rules

Dynamic form rules for custom forms lets you display specific fields that gather all the necessary details in one shot. Some SolarWinds customers are familiar with each Custom Form including the definition of the Category and Sub-category they are intended for. Custom Forms are now a standalone group of fields. Dynamic Form Rules define when a form will appear.

Based on the details entered by the user, additional information regarding the current incident is requested.

Let's look below to gain a better understanding of:

Use Case

An admin would like to display different forms for network incidents based on priority.

  1. When the priority is not defined as Critical, the incident should include the Network Type.

  2. However, when the priority is defined as Critical, a dynamic form is displayed that requests additional information, such as: if the VPN is effected.

Based on the priority field, you define which forms to display.

Setting up Dynamic Form Rules

  1. Create your Custom Forms and Custom Fields. (See also Custom Forms and Custom Fields).
  2. Go to Setup > Service Desk > Dynamic Form Rules.

  3. Click the icon to display the New Dynamic Form Rule window.

  4. Enter the mandatory information.  

  5. Define the Condition Set.

    Focus on the Equals/Not Equal operator and define the value.

  6. Edit relevant Actions and save all changes.

    It is important to edit the Action to reflect the information and details you wish to obtain.

    When the conditions met are true, the Standard Network form will display. When they are not met, the Critical Network form will display.

Also see Field Logic for Custom Forms Dynamic Form Rules