Required Fields on Resolve
Customize incident resolution forms to capture critical incident data, ensure consistency, and streamline post-incident analysis
The Required Fields on Resolve feature allows you to tailor the incident resolution experience to your team’s unique needs. By configuring which fields appear, adding custom options, and setting required fields, you can ensure that every incident captures the most relevant and structured information. This streamlines the resolution process and guarantees consistent data collection, for effective post-incident analysis and reporting.
The Required Fields on Resolve feature includes:
- Your customized fields, in the order specified, on the Incident Resolution Form
- Clearly-marked required fields (Enterprise for Incident Management plan only)
- Optional fields for additional context
- The standard resolution notes field
Required User Permissions
Global Admins and Account Owners can configure Incident Resolution Forms.
Configure an Incident Resolution Form
Prerequisites
You must first configure Incident Types with Custom Fields prior to configuring an Incident Resolution Form.
- Navigate to Incidents Settings Incident Types and select the Forms tab.
- Click Add Field to add field(s) to the resolve form.
- Select the field(s) you’d like to add. You will see:
- Fields specific to your incident type (e.g., Root Cause, Customer Impact)
- Inherited fields from base types (e.g., Environment URL)
- System fields (e.g., Priority)
- Enterprise for Incident Management Plans Only: You may optionally check the Required checkbox to make the field(s) required to resolve the incident.
- Click Add Fields to confirm your selection.
Edit Field Order
You can edit the order that fields will appear in on your Incident Resolution form.
- Navigate to Incidents Settings Incident Types and select the Forms tab.
- Click the overflow menu to the right of the field you would like to move.
- Select Move Up or Move Down to arrange fields in your preferred order.
- We recommend positioning the most important fields at the top of the form.
Test Incident Resolution Form User Experience
To test how the form will appear to others:
- Navigate to an open incident.
- Click Resolve to preview how the form appears to end users.
- Verify that required fields are properly marked and that the field order meets your needs.
Notes
- Field visibility and requirements are configured in the PagerDuty web app. Keep those definitions up to date to ensure consistent behavior on mobile.
- The mobile experience mirrors the same configuration as the web experience.
- Any field marked with a red asterisk is required before an incident can be resolved.
Updated about 6 hours ago
