View, add, or edit a form on a work item

All forms behave the same way in work items, 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 work item either manually or by using automation. Read more about forms on work items.

Add a form to a work item

To add a form to an existing work item:

1. Go to the work item you want to add a form to.

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

3. Search and select the form you want to add to the work item.

4. Select Add.

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

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 work items automatically. Learn how to create and edit automation rules.

Edit a form on a work item

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 on work items.

To edit a form on a work item:

1. Go to the work item 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.