Public Form Links — Ticket Intake Without a Pulse Account

Every published form in Pulse can be shared as a public link. Anyone who has the link can fill in the form — they do not need a Pulse account. When they submit, a ticket is created automatically on the linked board.

What public form links are for

Public form links are the bridge between your team's internal workflow and the outside world. Common use cases:

• Client intake: Share a "Project brief" form link with a prospective client. Their submission creates a ticket on your intake board automatically.
• Maintenance requests: Put a QR code on a notice board linking to a "Fault report" form. Staff or tenants scan it and submit without logging into anything.
• Branch intake without Pulse accounts: Give a form link to branch staff who don't have their own Pulse login. Their submission routes directly to the correct board and column.
• Event registrations or applications: Share a form for an internal event, training session, or workshop. Each response creates a ticket to manage follow-up.

Finding the public link

Open the form in the Form Library and go to Settings. The Public link section shows the unique URL for that form and lets you enable or disable public submissions. The link is permanent — it does not change when you publish a new version of the form.

Configuring where submissions land

In the form settings, you set the destination for submissions:

• Which board the ticket should be created on
• Which column it should land in (typically your Intake column)
• Optionally, which category to apply automatically

If you assign a category, and that category has a form assigned to it, the answers from the public submission are captured in exactly the same structure as if a team member had filled the form inside Pulse.

What the person submitting sees

The public form is a clean, standalone page at your Pulse URL. It shows the form fields, your organisation name, and a submit button. After submitting, they see a confirmation message. They do not see the ticket, the board, or any other Pulse data.

Notifications when a submission arrives

When a public form is submitted, the receiving board gets a new ticket. Team members with access to the destination board are notified in-app. If the landing column has an automation rule for "ticket created", those rules fire immediately — for example, auto-assigning the ticket to the right person, setting a due date, or posting a welcome comment.

Combining public forms with automation rules

A common setup: a public "Design brief" form → submissions land in the Intake column with the "Design brief" category → an automation rule fires that assigns the ticket to the design lead and sets a due date of +3 days. The full intake pipeline runs automatically with no manual steps.