After you create a flow trigger form in your workflow, open Flow Designer to associate it with a flow trigger for the action you want to take, such as initiating an incident or running an automation during an incident.

You can create a flow trigger form directly in Flow Designer when you first open the flow trigger on your canvas. This is useful if you don't have any existing flow trigger forms available to use, or if the available forms don't suit your needs. You can customize the new form's layout later.

For more information on forms and how to build them to support your incident management workflows, see Design forms.

You can associate a flow trigger form with an Incident Initiation trigger to allow users to initiate an incident by submitting a form from the Initiate Incident button on the Incidents list, the Initiate Incident widget, the xMatters mobile app, or from within chat apps connected to xMatters.

You'll need to connect an Initiate Incident step to the trigger and a Create Alert step to notify resolvers; add any other steps you want to run when the form is submitted (for example, creating or updating records in other systems or posting to a status page). Properties from the flow trigger form become outputs of the incident initiation trigger that can be passed to steps further down the flow.

You can associate a flow trigger form with an Incident Automation trigger to allow users to run an automation by submitting a form from the Incident Console or an incident service dependencies map.

Automations typically represent common tasks related to incidents such as notifying resolvers, sending alerts, and creating service desk tickets. You can also build automations related to impacted services such as rolling back a previous deployment, running health checks, and collecting logs for information purposes.

Properties from the flow trigger form and the details of the incident from which the automation was triggered become outputs of the incident automation trigger that can be passed to steps further down the flow.