How do I customise Issues with Forms?

As an Administrator, you can control whether Issue manager users can add specific forms to the Issues they manage. You can choose to have forms automatically added when an Issue is created or allow them to be added manually afterward.

To add forms to Issues:

1. Create the forms you would like to use; go to  How do I create an issue form? to learn how

2. Once you have created your forms, go to “Issue Customisation” on the menu

3. Under Issue Forms, click the button “Add Issue form”

4. Select the form you want to add to your Issue.

5. Once the form is added, click the pencil icon to adjust the settings:

   1. Form usage:

      1. Once per Issue (used for statistics): This form can only be added once per Issue.

      2. Multiple per Issue (not for statistics): This form can be added multiple times within a single Issue.

   2. Form application:

      1. Manually add after Issue is created: The form will not appear in all Issues automatically. It can only be added by the Issue manager after the Issue is created (How do I add an Issue form to an Issue?)

      2. By default when Issue is created: The form will automatically be included in all new Issues by default. This setting applies only to newly created cases.