Issue submission forms

Issue submission forms allow people who are not 6clicks users to submit issues straight into your Issues & Incidents Registers.

Creating the form

Go to Issues & Incidents > Forms and click Create form at the top right of the page.

Set up the issue form by filling in the below details.

• Form name
• Owner of issue or incident on creation - select the owner of this issue/incident will have in the Registers by default. The user(s) added to this field will also be added to the access members list of the issue when the form is submitted and the issue is created in the Registers.

• Type of issue or incident on creation - select a type that this issue/incident will have in the Registers by default.
• Tags given to an issue or incident on creation - tags can be used to categorize issues/incidents; learn more about tag management here. If you are already using tags elsewhere, they will show up as a dropdown list here for you to add. If you have the correct permissions, you can create a new tag by typing in the new tag and pressing Enter.
  The person filling out this form cannot create new tags, but they can choose one or more tags from the dropdown list that you can see here, and/or any new tags you add.
• Guidance text - used to guide your non-6clicks users on how to use the form.

Click Create form to proceed.

Selecting fields

Select any additional fields you want to be filled out as part of the form.

Use the Select a field dropdown list to add/remove fields by ticking/unticking the checkbox next to them. If you have any custom issue fields, they will also be available in this list.

You can make field details mandatory by checking Mandatory.

Click Publish when you are done, and you will see the unique link for this form.

You can either copy the link or send it as an email. Ensure the issue form is live for others to be able to use it. Click Save & Close.

Using the form

The live form will now be in the Issue & incident forms list. You can click the URL to copy it and paste it into a browser on this page. You can change the Status of the form by clicking on it.

When the form is inactive, people will see this screen if they go to the URL.

When the form is live, anyone can fill it out if they go to the URL. The guidance text will be shown on the left.

Once the person submits the form, they will see a confirmation screen.

The issue/incident will show up in the Registers in 6clicks. You can edit any details entered from the form if you have the correct view and edit permissions.

Issues created by the form are under the Triage workflow stage by default.

To learn more about issues, head here.