Looking to overhaul incident submission form for end users
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2 hours ago
We currently are using a catalog item that is a record producer in Employee Center for users to submit incidents. This maps a few select fields directly to the incident table. However, over the years, we have added several new incident categories and subcategories. Users are starting to complain they don't know which ones to pick, despite our efforts to keep things relatively limited.
I would like some sort of questionnaire or guided workflow to ask specific questions to the end user and then generate the incident based on the users' answers, including selecting the category and subcategories for them. We've learned that letting users try to figure out their own categories is overwhelming for them.
What is the best way to accomplish something like this? I do not think "Guided Experiences" are what we are looking for, but maybe Playbooks or something with Workflow Studio/Flow Designer? Open to suggestions, preferably without buying additional licensing.
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Incident Management
