Form Customization

Nathan_Bates

Good day all, hoping to get a little bit of light shed on the following. Been looking thought the forums and the KB and have yet to come to a direct solution.

We have been using the free portal for a good portion of time now and have recently taken on the fully Analyst Portal.

We would like to move our Account Request process over to SCSM but would like to know it it is possible to have a custom form on the Cireson Portal that is used only for our Account Request Process at this point the thought was to leverage a CR process.

I have found that it is possible to make a custom form on for items but it changes for everything of that type.

If people have already tackled this in their environment and have ideas please let me know, we are still in the planning/investigation stage and are open to suggestions.

If you think there is a better things to leverage I am open other suggestions as well.

Thanks all!

Justin_Workman

@Nathan_Bates - I guess it depends on what you mean by custom form. With Advanced Request Offering, you can have a request offering "form" that will create a Change Request for you and you can have as many variations or unique "forms" as you have templates.

https://kb.cireson.com/article/how-to-create-a-change-request-request-offering/2462

You can also customize the Change Request form and tie custom forms to AD groups:

https://kb.cireson.com/article/how-to-create-custom-forms-for-cireson-portal/51

Does this help answer your question?