View, add, or edit a form on an issue

All forms behave the same way in the issue view, regardless of whether they were filled out in the portal, used to create the issue, added to the issue manually, or added to the issue using automation. Learn more about how forms work in the issue view.

View a form on an issue

To view a form on an issue:

1. Go to the issue with the form you want to view.

2. Scroll down to Forms.

3. Find and select the form you want to view.

Add a form to an issue

To add a form to an issue:

1. Go to the issue you want to add a form to.

2. Select Add form from the quick-add toolbar

3. Find and select the form you want to add to the issue, then select Add.

   • Forms added to issues are set to internal by default, meaning that only agents and admins can access the form from the issue. Forms can be set to external, which also allows customers to access the form from the portal.

4. To make the form visible to the customer in the portal, select Internal > External.

5. To make the form visible only in the issue, and not from the portal, select External > Internal.

You can also create automation rules to add forms to issues automatically. Learn how to create and edit automation rules.

Edit a form on an issue

Depending on the form’s state, you may need to be a project admin to re-open and edit a form after it’s been submitted. Learn more about forms in the issue view.

To edit a form on an issue:

1. Go to the issue with the form you want to edit.

2. Scroll down to Forms.

3. Find and select the form you want to edit.

4. Select Edit.

5. Make your desired changes.

6. To save your progress without submitting the form, select Save.

7. When you’re finished, select Save and submit to submit the form.

Learn how to reopen, delete, or download forms from issues.