Forms in Pulse — Custom Intake Forms for Any Workflow

Pulse Forms lets you design custom intake forms that your team fills in when creating tickets, or that anyone can fill in via a shareable link. When someone submits a public form, a ticket is created automatically on your board — no Pulse account needed on the sender's side.

What forms are for

Most ticket systems give you a fixed set of fields — title, description, priority. That works for generic tasks, but not for structured work. A design team needs to know the format, the deadline, and which brand guidelines apply. An IT desk needs the device model, the error message, and the urgency level. A language-check team needs the document type and the target language.

Forms let you design exactly the right questions for each type of work — and attach them to the specific ticket category or board where that work lands. The result: tickets arrive with structured, complete information, not free-text paragraphs that someone has to decode.

Two ways forms are filled

Inside Pulse (internal flow): When a team member or branch creates a ticket and picks a category that has a form, the form questions appear directly in the ticket creation window. Answers are captured on the ticket and visible immediately.

Via a public link (external flow): You can share a form's public URL with clients, the general public, or contractors who don't have Pulse accounts. They fill in the form — nothing more required — and a ticket is created on your board automatically with their answers attached.

Parts in this series

This series covers the full forms system in four parts: building your first form and understanding field types, managing the form library and assigning forms to categories and boards, filling forms and reading captured answers on tickets, and using public form links for automatic ticket intake from anyone outside your team.