Create or edit a form

Create forms that use conditional logic to dynamically show or hide fields, and add headings, tables, and rich formatting. Use forms on request types to gather information from customers, use forms to create work items, or to gather new information to existing items. To create or edit forms, you’ll need admin or project admin permissions. Learn more about forms.

Create a new form

To create a new form from blank:

1. From your service project, select Project settings, then Request management, then Forms.

2. If your project has more than one work type, you’ll be prompted to select the type of work.

   1. This is how the work will appear in your project.

   2. The fields in the form will differ depending on which type you select.

3. Reorder fields or edit labels, descriptions, and options as needed.

   1. Drag and drop extra fields from the right panel.

4. To group fields, select Section.

   1. To make a section conditional, select Conditionally under Show Section from the panel on the right. The field types must be radio, checkbox, or dropdown.

5. Select Preview to see how your form will look, or to test any conditional logic or validation.

6. Your form is now ready to share.

7. To finish, select Save changes.

Create a form using a template

To create a form using a template:

1. From your service project, select Project settings, then Request management, then Forms.

2. Select a template, or select Blank form to create one from scratch.

3. You can use the template as is, or customize it as you need.

4. Select Preview to see how your form will look, or to test any conditional logic or validation.

5. Your form is now ready to share.

6. To finish, select Save changes.

Edit a form

To edit a form:

1. From your service project, select Project settings, then Request management, then Forms.

2. Choose a recent form you’d like to edit.

3. Make your desired changes:

   1. Select the title to customize it.

   2. Reorder fields or edit labels, descriptions, and options as needed.

      1. Drag and drop extra fields from the right panel.

   3. Select the work type at the top-left of your form.

      1. This is how the work will appear in your project.

4. Select Preview to see how your form will look.

5. Your updated form is now ready to share.

6. To finish, select Save changes.

Edits won’t affect any existing instances where a form is already being used, or projects it’s been copied to. Learn more about copying forms.