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View, add, or edit a form on an issue

All forms behave the same way in the issue view, and appear under Attached forms. This is regardless of whether they were filled out in the portal, created using a link, or added to the issue either manually or by using automation. Read more about how forms work in the issue view

Add a form to an issue

To add a form to an existing issue:

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

  2. Select Attach form from the quick-add toolbar at the top of the issue.

  3. Search and select the form you want to add to the issue.

  4. Select Add.

    • Forms added to issues are set to Internal by default, meaning that only agents and admins can see the form on the issue.

  5. To make the form visible to the customer, select Make form external from the () menu.

  6. To make the form visible only to agents and admins again, select Make form internal from the () menu.

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 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. Under Attached forms, select the form you wish to edit.

  3. Select Edit from the () menu.

  4. Make your desired changes.

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

  6. When you’re finished, select Submit.

Additional Help