Use Builder Functionalities in Tickets
Procedure
There are two ways to use Builder forms in Tickets:
- To insert a form in a service request:
- Create a new Builder form or edit an existing one;
- Click on the "Create portfolio template" button and select the type of page;
- Link the template to a request/Incident;
- The template will be inserted in the request/incident service request screen.
- To use a form during the resolution (steps) of a process flow in the request/incident;
- Select a User Task;
- Link the form to an ITSM Flow step in the "Interface" tab of a User Task.