Hi all,
I'm trying to learn more about Forms in Incident IQ. I’ve looked into the iiQ Academy and other posts in this forum, but I haven’t found a one-stop-shop for everything and anything Forms: how to find them, how to create them, how to enable them, how to utilize them, etc.
Specifically, I'm looking for a way to create a Form that someone can easily access via a link, fill out, and then have an automated action triggered once the form is submitted, like automatically creating a ticket using the data from the form submission.
I know this is kind of open-ended, but if anyone has experience with this or could point me toward helpful resources or best practices (even other posts from the IIQ forums), that would be great!
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Hello! Thanks for posting your question in our iiQ Community. I’d be happy to help you!
Here are a couple of helpful knowledge base articles that can help you get up and running:
Once you’ve created a Form, a shareable link is created.
In the rules engine, you can set up a rule to attach the Form to the user profile and/or create a ticket once the Form has been submitted. You can also add a filter to specify which Form will trigger creating a ticket.
You have lots of options and I hope this helps to get you started.
Please let me know if you have any questions.
Thanks!
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