Creating Service Forms

To supplement the default service request forms Commander provides, you can create additional forms for different users and groups, and for different types of services.

You can create New Service Request or Service Change Request forms. You can also edit an existing form. When forms are created, they will feature the form elements that are provided by the default service request forms. You can select a form and change the form elements that it uses; this will change the appearance of the form when it's viewed by Service Portal users.

In this topic:

Creating New Service Request forms

Access through:

Configuration > Self-Service

Available to:

Commander Roles of Superuser and Enterprise Admin

To create a New Service Request form:

  1. Click the Forms tab.
  2. Click Add in the Form Library panel.

    Tip: You can also select an existing form and click Copy. This option can save you time because it copies the selected form's configuration.

  3. In the Add Request Form dialog, enter a form name.
  4. Enter a Display Name if you want Service Portal users to see a different form name in request emails and in the list of service requests.
  5. From Form Type, select New Request Service Form.
  6. Select a Publish option, to specify who should have access to this form.
    • Publish - Global:  This form will be available to all users. Note that there can be only be one global New Service Request form; all New Service Request forms except for one must be assigned to specific organizations, users, and groups.
    • Publish - Specific organizations, users and groups: Specify which organizations or users can access the form.

      To add an organization, click the Organizations tab, select an available organization from the drop-down and click Add. Repeat for each organization that you want to add.

      To add users, click Users/Groups, enter a valid directory service user name (for example, <username@domain>) and click Add. Repeat for each user that you want to add.

  7. Click OK.

    The elements that comprise the new form are displayed in the Form Designer section.

  8. Optional: To add and edit the elements used by the form, see Designing form appearance and content.

Creating Service Change Request forms

Access through:

Configuration > Self-Service

Available to:

Commander Roles of Superuser and Enterprise Admin

To create a Service Change Request form:

  1. Click the Forms tab.
  2. Click Add in the Form Library panel.

    Tip: You can also select an existing form and click Copy. This option can save you time because it copies the selected form's configuration..

  3. In the Add Request Form dialog, enter a form name.
  4. Enter a Display Name if you want Service Portal users to see a different form name when they need to choose from multiple forms, in request emails and in the list of service requests.
  5. From Form Type, select Change Request Form.
  6. From Target Type, select whether you want to the form to be available for general inventory or cloud accounts:
    • Inventory — The form will be for change requests to services such as VMs and instances, storage, and so on.
    • Cloud Account — The form will be for change requests to cloud accounts. Forms that target cloud accounts support a limited number of form elements.
  7. From Completion Workflow, select a completion workflow that will run once change requests submitted with this form are fulfilled.

    For example, if you're creating a decommissioning request form, associate this request with a decommissioning workflow.

  8. Select a Publish option, to specify who should have access to this form.
    • Publish - Global:  This form will be available to all users.
    • Publish - Specific organizations, users and groups: Specify which organizations or users can access the form.

      To add an organization, click the Organizations tab, select an available organization from the drop-down and click Add. Repeat for each organization that you want to add.

      To add users, click Users/Groups, enter a valid directory service user name (for example, <username@domain>) and click Add. Repeat for each user that you want to add.

  9. Click OK.

    The elements that comprise the new form are displayed in the Form Designer section.

  10. To add and edit the elements used by the form, see Designing form appearance and content.

Editing existing forms

Access through:

Configuration > Self-Service > Forms tab

Available to:

Commander Roles of Superuser and Enterprise Admin

You can make the following limited changes to existing New Service Request and Service Change Request forms:

  • Change the form's name
  • Specify what users and groups have access to the form. Note that you can't create multiple global Service forms for new requests.
  • Associate a completion workflow with a service change request form

To edit a form:

  1. From the Form Library panel, select a listed form and click Edit.
  2. In the Edit Request Form dialog, change the form name in the Form Name field.
  3. In the Display Name field, change the name of the form that's displayed to Service Portal in request emails and in the list of service requests.
  4. From Completion Workflow, choose a completion workflow that will run once change requests submitted with this form are fulfilled.
  5. Select a Publish option, to specify who should have access to this form.
    • Publish - Global:  This form will be available to all users. Note that there can be only one global New Service Request form; all New Service Request forms except for one must be assigned to specific organizations, users, and groups.
    • Publish - Specific organizations, users and groups: Specify which organizations or users can access the form.

      To add an organization, click the Organizations tab, select an available organization from the drop-down and click Add. Repeat for each organization that you want to add.

      To add users, click Users/Groups, enter a valid directory service user name (for example, <username@domain>) and click Add. Repeat for each user that you want to add.

  6. Click OK.
  7. Optional: To add and edit the elements used by the form, see Designing form appearance and content.

Designing form appearance and content

When you select a form in the Form Library section, the form elements that construct its appearance and content are displayed in the Form Designer. You can add, edit, and reorder those elements.

Access through:

Configuration > Self-Service > Forms tab

Available to:

Commander Roles of Superuser and Enterprise Admin

To modify a request form:

  1. Do any of the following:
    • To add a new field, click an element in the Toolbox on the right.

      The element is added to the bottom of the form. SeeService Request Form Elements and Service Change Request Form Elements for a list of available form elements.

      Tip: To make a field mandatory, enable the Required checkbox. Mandatory fields are marked with an asterisk (*) in both the Form Designer and on request forms.

    • To modify an element, select it and click Edit. Customize the element as required, then click OK to your changes.
    • To create relationships between form fields, so that the value selected for one element affects the selectable values for another, see Creating relationships between custom attributes.
    • To change the order in which the elements will be displayed in the form, drag-and-drop the elements or use the up and down arrows.
    • To delete an element, select it and click Delete.
  2. To preview what the form will look like, click Preview.

    New service request forms are previewed with services currently in your catalog. Change request forms are previewed with a sample service. When one or more organizations are assigned to the form, the preview is based on the first organization and the first user within that organization (alphabetically). When one or more users or groups are assigned to the form, the preview is based on the first user or group (alphabetically), and if the user is a member of an organization, the preview is also based on the user's first organization (alphabetically).

  3. To save your form, click Save.

    Tip: To discard all changes and go back to the last-saved version of the form, click Revert.

Deleting forms

Access through:

Configuration > Self-Service > Forms tab

Available to:

Commander Roles of Superuser and Enterprise Admin

To delete a custom form, select it in the Form Library and click Delete.

Note: You can't delete any of the default forms.