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URL: https://docs.datadoghq.com/actions/forms/

⇱ Forms

For AI agents: A markdown version of this page is available at https://docs.datadoghq.com/actions/forms.md. A documentation index is available at /llms.txt.

Forms

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Overview

Datadog Forms allow you to collect input, analyze responses, and trigger automations in Datadog. Forms and their responses can be shared across your organization, allowing you to collect and analyze data with your team.

Some ways you can use forms:

  • Scaffold services from predefined templates.
  • Survey engineering feedback in an internal developer portal (IDP).
  • Create service requests and cases for security, platform, or IT teams directly from employee form responses.

Create a form

When creating a form, you can use a blueprint, import an existing form, or start from scratch. Blueprints are starter forms that cover common use cases. They come loaded with a sample description and questions to help familiarize yourself with form elements, and some blueprints include a pre-configured automation. Blueprints include Developer Experience Survey, IDP Feedback, Case Management Service Request, Report an Incident, Bug Report, On-Call Escalation, Post-Incident Review, and more.

To create a form:

  1. On the Forms page, click New Form.
  2. Select a blueprint, import a form, or start with a blank form. Click Continue.
  3. Optionally, name your form and give it a description. Click Continue.
  4. To add a new component, click Add Component, or on the Fields side panel, click the plus + icon. See Form components for the full list of component types and their options.
  5. Click Save.

To preview or share your form:

  1. Click View to display the form as it appears to respondents. Click Edit to return to the creator view.
  2. Click Share to copy the form link or configure sharing options.

Import a form

You can import an existing form into Datadog from a PDF or JSON file.

To import a form:

  1. On the Forms page, click New Form.
  2. Click Import a Form.
  3. Choose a source to import your form fields, then follow the prompts.

Form settings

From the Forms page, click a form. In the Fields panel, click the gear icon to access the following settings:

SettingDescription
Accepting ResponsesToggle to set the form as active or inactive. When inactive, the form does not accept new responses. You can also set an end date to automatically close the form on a specific date.
Anonymous ResponsesWhen enabled, respondent emails are not stored.
Single ResponsesWhen enabled, prevents the same person from submitting more than one response by tracking user identity. You can enable this setting together with Anonymous Responses.
Manage PermissionsConfigure who can view the form and submit responses. See Manage access.
Edit ThemeChange the form’s color theme.
Clone FormCreate a copy of the form.
Export FormDownload the form as a JSON file.

For more information on managing responses, see Form responses.

Share a form

To configure sharing for a form:

  1. From the Forms page, click a form.
  2. Click Share.

The following sharing options are available:

To pause or remove external sharing, click Share, then click Edit and select Pause Sharing or Delete Sharing.

Add a form to a dashboard

To embed a form directly in a dashboard as a widget:

  1. Navigate to a dashboard.
  2. Click Add Widgets to open the side panel.
  3. Click the Apps tab.
  4. Select Form Widget.
  5. Select your form, then click Save.

Add automation

After creating a form, you can add an action or workflow blueprint that triggers automatically when a form is submitted.

  1. From the Forms page, click a form.
  2. At the top of the form, select Automation.
  3. Choose an action or blueprint.
  4. The action or blueprint opens in a workflow canvas, where you can edit it.
  5. Click Create.

Note: Automations triggered by forms appear under Workflow Automation.

Manage access

By default, only the creator of a form can access it. To change the permissions on a form:

  1. From the Forms page, click a form.
  2. In the Fields panel, click the gear icon.
  3. To change who can see the form and submit answers, click Edit Form Permissions.
  4. To change who can see the submitted responses, click Edit Response Permissions.

Further reading