Overview

Any time an incident progresses through status changes, you can guide responders to fill out fields on the incident with transition forms. These forms help ensure that information about the incident is collected at the right time in the incident response process. For example, you can create a form that requires responders to select a team and postmortem owner before an incident is resolved. This form would be shown to responders as they resolve the incident in Datadog, Slack, or Microsoft Teams.

Prerequisites

To set up transition forms, you must have the Incident Settings Write permission. For more information, see Datadog Role Permissions.

Configure a transition form

1. In Datadog, navigate to Incidents > Settings.
2. Under Incident Types, expand an incident type to edit.
3. Click the Transition Forms tab.
4. Select the status you want to configure.
5. Choose which fields appear on the form. You can add property fields and responder types. Any field can be marked as required or optional.
6. Click Save.