Add a custom built form to the Onboarding ticket.

[Chris Boley]

I've managed to find "Project Settings" > "Forms" 
I've created custom checklist forms for onboarding. They're already created but I don't know how to link them to the Employee onboarding ticket that comes by default with the ServiceDesk. I've done a fair amount of poking around but this software has so many components I can't seem to gain a frame of reference as to where I should begin. 

[Walter Buggenhout · Accepted solution]

Hi @Chris Boley and welcome to the Community!

With great power comes a great number of components, unfortunately. But luckily, it works the other way around as well 😅

You can include your custom made form by linking it to the request type you use for the onboarding ticket you mention. That link is made directly from the form you designed. In design view of that form, select the settings page and then link the form to the request type you use for onboarding:

that won't be Get IT Help obviously, but your onboarding request type.

You may want to check out this support article to learn a bit more about the different form settings.

Hope this helps!

[Chris Boley]

Your answer was 100% spot on. The only thing I found was that it slips the form directly into the request. Which is totally fine, however..
I had an onboarding and and termination form that was created separately. I was hoping to create a drop down field that would let me select the correct form to use.

What I ended up doing instead was somehow duplicating the entire onboarding process, adding a custom icon. Now when I open up Logins and Accounts under  the "Contact Us" field, I get two employee onboarding selections and I've tagged the onboarding to the custom employee Onboarding that I created, and I've tagged the termination form to the built in onboarding. Probably not the best solution but I'd say for now it works.