Task Form Overview

“Type” specific Forms can be presented for Tasks, meaning that you no longer have to use the generic capture form but simply ask for the data that is needed in that circumstance, saving time and effort and ensuring that the correct data is recorded at the right time.

Requirements

To make use of this feature your SupportDesk system must have the HouseForms Module, and the Self Service Portal if Forms are going to be presented to end users to capture their requirements.

Operation

All work on Forms must be carried out through the web UI.  Prior to creating the physical form there should be planning to decide what the form is to be used for and how that may impact SupportDesk.  Unless the form is to be used with existing SupportDesk fields then extra fields must be added through use of the “Data Dictionary-Extra Fields” function.

The form maintenance screens are accessed from Settings > Forms & Dashboards.settings forms page selector
To access Task forms, select Activity/Task from the Form Type drop-down menu on the Forms & Dashboards page:activity form type dropdown menu
Activity/Task forms are used for building Forms that capture information for specific tasks or activities. These may be a requirement of a process, such as “Roll back Information” within a Change Process.

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