Service forms

Service forms let you ask the right questions up front. When an employee selects a service, Siit shows tailored fields to collect the details you need. Answers are submitted with the request and are visible to agents for faster triage, routing, and resolution.

What you can collect

• Text: short answer, long answer

• Numbers

• Lists: single select or multi select (define your options)

• Dates

• Pickers from your internal data: person, application, team, department, office location, legal entity, country, equipment

• File upload

Where it appears

• Slack/Teams request modal: the form expands after the employee chooses a service.

• Portal: the same fields render on the service request page.

• Request view for agents: answers are displayed at the top of the conversation so the team sees context immediately.

Key behaviors

• Per‑service configuration: each service can have its own form.

• Required vs optional: mark any field as Mandatory.

• Order and format: choose field type, label, helper text, and drag to reorder.

• Directory‑aware pickers: person/team/app/equipment fields draw from Siit’s unified data, so lists stay current.

• Multi‑channel: the same form works in Slack/Teams and the web portal.

What admins can expect

• Immediate context: form answers are summarized in the request, reducing back‑and‑forth.

• Search and triage: answers are visible in the request and can be referenced in workflows and views for routing and prioritization.

Examples

• IT access request: Application (picker), Access level (single select), Date needed (date), Manager (person), Justification (long text)

• HR payroll question: Payroll period (date), Issue type (single select), Attachment (file)

• Equipment request: Equipment type (single select), Model preference (short text), Office location (picker), Cost center (number)

Best practices

• Ask only for what’s needed to take action; keep mandatory fields minimal.

• Use pickers (person/app/team/equipment) instead of free text to reduce ambiguity.

• Put the most important fields first; add helper text for clarity.

• Pair with workflows to auto‑route or set priority based on answers (e.g., Issue type = “Urgent payroll” → assign to HR‑Payroll and set priority High).