Filling a Form When Creating a Ticket

This guide covers the experience of filling a form when creating a ticket, and how answers appear on the ticket detail for the team to review.

When a form appears

If the category you select has an assigned form — or if the board itself has a form — additional fields appear in the New Ticket window below the standard fields (title, description, priority, due date). There is no separate form step: everything is on one screen.

Required fields are marked with a red asterisk. The ticket can't be created until all required fields are filled. Optional fields can be left blank.

Field types you might encounter

Depending on how your admin designed the form, you might see text boxes, dropdowns, date pickers, toggles, radio buttons, or file upload areas. Each field has a label and, in many cases, a small help text below it explaining what to enter. If you are unsure what a field is asking for, the help text is the first place to look.

File uploads

File upload fields let you attach a document, image, or other file directly in the form. Click the upload area or drag a file onto it. One file per upload field is supported. If you need to attach multiple files, use the standard Attachments tab on the ticket detail after the ticket is created.

Where answers live on the ticket

Once the ticket is created, the form answers are visible in the Form section on the ticket detail. Each field label appears with the submitted answer below it — the same layout as the form, but read-only. Assignees and managers can review the structured answers without having to decode a free-text description.

The form answers are separate from comments and the activity feed. They are a snapshot of what was submitted at creation — they don't change as the ticket progresses through columns.

What if the form is updated after I submitted?

If the form is edited and republished after you created your ticket, your answers still display against the original form version. The field labels, options, and structure you saw when you filled it in are what you will continue to see on the ticket detail. Only tickets created after the update use the new version.

For admins: reviewing answers across many tickets

Use the category filter on the board view to show all tickets of a given type and then click through to review their form answers in sequence. For categories with high submission volumes, this is the quickest way to spot missing information, inconsistent answers, or patterns that suggest the form needs an additional field.