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

On the Forms page, click New Form, then select a creation method:

  1. Select Create with AI and click Continue. The form editor opens with Bits Chat.
  2. Describe the form you want to build in the Bits Chat panel.
  3. Click Publish or Publish Changes to make the form available to respondents.

You can also ask Bits Chat to create a form from anywhere in Datadog, not only from the Forms editor. See Create and manage forms with MCP.

  1. Select Start with a blank form and click Continue.
  2. Name your form and optionally add a description and theme color. Click Continue.
  3. To add a component, click Add Component, or in the Fields panel, click the plus + icon. See Form components for the full list of component types and their options.
  4. Click Publish or Publish Changes to make the form available to respondents.

Blueprints are starter forms for common use cases, pre-loaded with sample questions. Some blueprints include a pre-configured automation. Available blueprints include Developer Experience Survey, IDP Feedback, Case Management Service Request, Report an Incident, Bug Report, On-Call Escalation, Post-Incident Review, and more.

  1. Select Create from blueprint and browse the available templates.
  2. Select a blueprint and click Continue.
  3. Name your form and optionally add a description and theme color. Click Continue.
  4. To further customize your form, see Form components.
  5. Click Publish or Publish Changes to make the form available to respondents.

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

  1. Select Import a form. An import dialog opens.
  2. Choose a source and follow the prompts.
  3. Name your form and optionally add a description and theme color. Click Continue.
  4. To further customize your form, see Form components.
  5. Click Publish or Publish Changes to make the form available to respondents.

To preview or share your form:

  1. Click Preview to view the form as it appears to respondents.
  2. Click Share to copy the form link or configure sharing options.

Form settings

From the Forms page, click a form to open it in the editor. In the editor header, click the gear icon to access the following settings:

SettingDescription
Accepting ResponsesSet 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. Only available for published forms.
Anonymous ResponsesWhen enabled, respondent emails are not stored.
Manage PermissionsConfigure who can view and edit the form, and who can view submitted responses. See Manage access.
Clone FormCreate a copy of the form.
Import FormImport fields from a PDF or JSON file into the current form.
Export Form (JSON)Download 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:

Share the form with users in your Datadog organization.

Under Add to Dashboard, use the dropdown to add the form to an existing dashboard or create a dashboard.

Enable the Add to IDP Self-Service Actions toggle to surface the form in the Self-Service Actions catalog. This is a central place where platform and infrastructure teams publish tools for the rest of the organization to discover and use.

Share the form with users outside your Datadog organization. You can configure an access expiration date for each sharing option and create multiple sharing configurations with different settings and expiration dates.

The following options are available:

  • Specific individuals: Add recipients by individual email address. For example, alice@example.com and bob@example.com.

  • Company domain: Share with anyone in a specific email domain. For example, *@yourcompany.com.

  • Shareable link: Generate a link that anyone can use to access the form without a Datadog account.

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 add a form to a dashboard from the form editor:

  1. From the Forms page, click a form to open it in the editor.
  2. Click the Share dropdown and select Share within Datadog .
  3. Under Add to Dashboard, select an existing dashboard or create one, then click Add.

You can also add a form to a dashboard directly from the dashboard:

  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.

Create and manage forms with MCP

Connect an external AI agent to the Datadog MCP Server to create, update, publish, and read forms and their responses. Enable the forms toolset (or all) when you connect to the MCP Server. You can also ask Bits Chat to build a form from anywhere in Datadog. See Forms in the Datadog MCP Server tools reference for the full list of available tools.

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 to open it in the editor.
  2. In the editor header, click the gear icon.
  3. Click Manage Permissions. A modal opens with two sections:
    • Form Access: Controls who can view and edit the form.
    • Response Access: Controls who can view submitted responses. This section is only available after the form receives its first submission.

Further reading