Design your form's layout
The form layout is very flexible and easy to modify. Form elements and properties can be added and rearranged using drag-and-drop, and sections can be removed with one click.
Choose section types
Predefined and custom sections are available to add to your forms. Predefined sections allow you to configure commonly-used sections as required (these are described in detail below). Custom sections allow you to add content that is specific to the situation you are trying to address, but not covered by any of the predefined sections.
The following predefined sections are available for your forms.
This mandatory section allows you to target users, groups, dynamic teams, and even specific devices with messages. You can also predefine recipients and control whether message senders can modify the recipient list during message initiation. For details, see Add recipients to forms.
Adds a section to the form that allows the message sender to specify new or existing conference bridge information to include with notifications. For details, see Step 3. Add conference bridge properties to email, text, and SMS message content
Provides message senders with granular control over which device types are targeted, and which devices are visible to the form sender. Note that if the recipients specified do not have a device with the specified name, they will not receive workflow messages. For details, see Target specific devices.
Adds a section to the form that allows message senders to include documents with notification messages. Message senders can attach up to 10 documents with a total file size of up to 10MB. For workflow designers, no configuration is required for the Attachments section after it has been added to a form.
Support file types include:
- Image formats: BMP, GIF, ICO, JPEG, PNG, SVG+XML, TIFF
- Multimedia formats: MP3, MP4, WAV, MOV, AVI, WMV, MPG, MPEG
- Microsoft Office formats: DOC, DOCX, XLS, PPT etc.
- Open Document formats: ODT, ODS, ODP, ODG
- Other formats: CSV, HTML, TXT, XML, PDF, ZIP, X-ZIP
Adds controls to the form that allow the message sender to specify notification priority and expiration, as well as several override, password and voicemail options.
- For information about specifying the layout and default values for Handling options, see Handling options.
Allows you to specify caller ID and sender display name information for notifications. By setting the sender information to meaningful values, you can help recipients identify that the notification has been sent from xMatters. For details, see Sender Overrides options. Note that overriding the caller ID setting is only supported for use with the Voxeo service provider, and is not compatible with SIP.
Allows you to edit the response number and order, configure text, email, or voice responses (and recordings), associate responses with a conference bridge, and configure contribution values, response actions, and response counts. See Override responses for more information.
Adds a map displaying all sites defined for the xMatters company. Message senders can select sites manually by clicking them or by using drawing tools to select them. All users in the selected sites will be targeted for notification (regardless of what is defined in the Recipients section).
Integrated properties allow you to extract information from an integration and include it in your messages. Once you add integrated properties to a workflow , you can use them in any forms within the plan. A workflow can contain many sets of integrated properties; however each form may use only one set of integrated properties.
A custom section is a special form section that allows you to add properties to a form. When you want to add a property, first add a custom section and then drag a property to it. You can add multiple properties to a single custom section, or add multiple custom sections to your form and add one or more properties to each. For more information, see Define form properties.
Adding a property to the form also makes if available to flows associated with the form in Flow Designer, where you can include the information in a flow, send it to the applications in your toolchain, and set up automatic routing based on the value of a property.
Tip: If you have many properties defined, you can find a specific property quickly by starting to type its name in the Filter Properties search field. You can also add a new property directly from the Form Details page by clicking the plus (+) icon in the Properties panel.
To add a section to a form, drag it from the Sections panel to the desired location on the form. A blue line will appear on the layout tool to show you where the section will be placed. You can also later move the section using drag-and-drop, or remove the section by clicking its red X icon.
If you want to see how your form will look to a message sender, click View Form. Note that the form must be deployed, and that you must have the permissions to view it. To go back to the form designer, click Edit Layout.