Skip to main content
Only admin users can create intake forms on Soal
In the process of creating a request (either in Soal or from your messaging system), the user must select an intake form to fill. Each intake form is typically associated with a request type. You should create an intake form to differeniate the information that you would like to recieve for a particular type of request. In addition to the intake form questions that a user fills out (that you define), the user is able to submit a description and objective for each request.
  1. Go to Workspace in the left side panel
  2. Go to Intake Forms
  3. Click on the Create Intake Form button, which is located on the right side of the screen above the intake forms table.
  4. Enter the form’s -title: this is what the user will select when creating a request -questions: the user will answer each question that you add when creating a request and selecting this intake form

​
Example Intake Forms

  1. When did you first discover this bug?
  2. What do you think is causing it?
  3. Is it a blocker to mission critical work?
  1. Is this the first time you search for this?
  2. Is this for internal or external use?
  3. What decision will understanding this enable?
  1. Have we created a chart like this before, if so where is it?
  2. How often will you need this type of chart?
  3. Is there a specific insight you are investigating?