From c947b0ea36b1f0639904d9ae9cb5aaba6942efff Mon Sep 17 00:00:00 2001 From: Esther Kim Date: Wed, 29 Jul 2026 13:46:10 -0400 Subject: [PATCH 1/4] Add AI form creation and reformat as tabs --- content/en/actions/forms/_index.md | 64 ++++++++++++++++++++++-------- 1 file changed, 48 insertions(+), 16 deletions(-) diff --git a/content/en/actions/forms/_index.md b/content/en/actions/forms/_index.md index 54722a18150..d79212fec0c 100644 --- a/content/en/actions/forms/_index.md +++ b/content/en/actions/forms/_index.md @@ -23,27 +23,58 @@ Some ways you can use forms: ## Create a form -When creating a form, you can use a blueprint, [import an existing form](#import-a-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. +On the [Forms][2] page, click {{< ui >}}New Form{{< /ui >}}, then select a creation method: -To create a form: -1. On the [Forms][2] page, click {{< ui >}}New Form{{< /ui >}}. -1. Select a blueprint, import a form, or start with a blank form. Click {{< ui >}}Continue{{< /ui >}}. -1. Optionally, name your form and give it a description. Click {{< ui >}}Continue{{< /ui >}}. -1. To add a new component, click **Add Component**, or on the {{< ui >}}Fields{{< /ui >}} side panel, click the plus **+** icon. See [Form components][3] for the full list of component types and their options. -1. Click {{< ui >}}Save{{< /ui >}}. +{{< tabs >}} +{{% tab "Create with AI" %}} +1. Select {{< ui >}}Create with AI{{< /ui >}} and click {{< ui >}}Continue{{< /ui >}}. The form editor opens with [Bits Chat][100]. +1. Describe the form you want to build in the Bits Chat panel. +1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. -To preview or share your form: -1. Click {{< ui >}}View{{< /ui >}} to display the form as it appears to respondents. Click {{< ui >}}Edit{{< /ui >}} to return to the creator view. -1. Click {{< ui >}}Share{{< /ui >}} to copy the form link or configure sharing options. +[100]: /bits_ai/bits_chat/ + +{{% /tab %}} + +{{% tab "Blank form" %}} +1. Select {{< ui >}}Start with a blank form{{< /ui >}} and click {{< ui >}}Continue{{< /ui >}}. +1. Name your form and optionally add a description and theme color. Click {{< ui >}}Continue{{< /ui >}}. +1. To add a component, click {{< ui >}}Add Component{{< /ui >}}, or in the {{< ui >}}Fields{{< /ui >}} panel, click the plus **+** icon. See [Form components][3] for the full list of component types and their options. +1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. -## Import a form +[3]: /actions/forms/components/ + +{{% /tab %}} + +{{% tab "Blueprint" %}} +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. -You can import an existing form into Datadog from a PDF or JSON file. +1. Select {{< ui >}}Create from blueprint{{< /ui >}} and browse the available templates. +1. Select a blueprint and click {{< ui >}}Continue{{< /ui >}}. +1. Name your form and optionally add a description and theme color. Click {{< ui >}}Continue{{< /ui >}}. +1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. -To import a form: -1. On the [Forms][2] page, click {{< ui >}}New Form{{< /ui >}}. -1. Click {{< ui >}}Import a Form{{< /ui >}}. -1. Choose a source to import your form fields, then follow the prompts. +To further customize your form, see [Form components][3]. + +[3]: /actions/forms/components/ +{{% /tab %}} + +{{% tab "Import" %}} +You can import an existing form from a PDF or JSON file. + +1. Select {{< ui >}}Import a form{{< /ui >}}. An import dialog opens. +1. Choose a source and follow the prompts. +1. Name your form and optionally add a description and theme color. Click {{< ui >}}Continue{{< /ui >}}. +1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. + +To further customize your form, see [Form components][3]. + +[3]: /actions/forms/components/ +{{% /tab %}} +{{< /tabs >}} + +To preview or share your form: +1. Click {{< ui >}}View{{< /ui >}} to display the form as it appears to respondents. Click {{< ui >}}Edit{{< /ui >}} to return to the creator view. +1. Click {{< ui >}}Share{{< /ui >}} to copy the form link or configure sharing options. ## Form settings @@ -131,3 +162,4 @@ By default, only the creator of a form can access it. To change the permissions [8]: https://app.datadoghq.com/workflow/blueprints [9]: /actions/workflows/build/#build-a-workflow-with-the-workflow-builder [10]: https://app.datadoghq.com/workflow +[11]: /bits_ai/bits_chat/ From 5f1241d89be92c3d667732b32fc33b54f95957a0 Mon Sep 17 00:00:00 2001 From: Esther Kim Date: Wed, 29 Jul 2026 14:14:57 -0400 Subject: [PATCH 2/4] [DOCS-15207] Document Create with AI option and update Forms page - Add Create with AI tab to the Create a form section using Bits Chat - Restructure creation methods into tabs (Create with AI, Blank form, Blueprint, Import) - Update Save to Publish/Publish Changes to reflect draft-publish workflow - Fix Form settings: correct gear icon location, labels, and available options - Fix Manage access: reflect single modal with Form Access and Response Access sections - Add primary Add to Dashboard path via Share modal - Various accuracy and Vale fixes Co-Authored-By: Claude Sonnet 4.6 --- content/en/actions/forms/_index.md | 34 ++++++++++++++++++------------ 1 file changed, 20 insertions(+), 14 deletions(-) diff --git a/content/en/actions/forms/_index.md b/content/en/actions/forms/_index.md index d79212fec0c..2a17c18eb2b 100644 --- a/content/en/actions/forms/_index.md +++ b/content/en/actions/forms/_index.md @@ -78,17 +78,17 @@ To preview or share your form: ## Form settings -From the [Forms][2] page, click a form. In the {{< ui >}}Fields{{< /ui >}} panel, click the gear icon to access the following settings: +From the [Forms][2] page, click a form to open it in the editor. In the editor header, click the gear icon to access the following settings: | Setting | Description | |---------|-------------| -| Accepting Responses | Toggle 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. | +| Accepting Responses | 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. Only available for published forms. | | Anonymous Responses | When enabled, respondent emails are not stored. | -| Single Responses | When 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 Permissions | Configure who can view the form and submit responses. See [Manage access](#manage-access). | -| Edit Theme | Change the form's color theme. | +| Manage Permissions | Configure who can view and edit the form, and who can view submitted responses. See [Manage access](#manage-access). | | Clone Form | Create a copy of the form. | -| Export Form | Download the form as a JSON file. | +| Import Form | Import 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][4]. @@ -103,13 +103,13 @@ The following sharing options are available: {{% collapse-content title="Share within Datadog" level="h4" expanded=false %}} Share the form with users in your Datadog organization. -Under {{< ui >}}Add to Dashboard{{< /ui >}}, use the dropdown to add the form to an existing dashboard or create a new dashboard. +Under {{< ui >}}Add to Dashboard{{< /ui >}}, use the dropdown to add the form to an existing dashboard or create a dashboard. -Enable the {{< ui >}}Add to IDP Self-Service Actions{{< /ui >}} toggle to surface the form in the [Self-Service Actions][5] catalog, a central place where platform and infrastructure teams publish tools that the rest of the organization can discover and use without leaving Datadog. +Enable the {{< ui >}}Add to IDP Self-Service Actions{{< /ui >}} toggle to surface the form in the [Self-Service Actions][5] catalog. This is a central place where platform and infrastructure teams publish tools for the rest of the organization to discover and use. {{% /collapse-content %}} {{% collapse-content title="Share with external users" level="h4" expanded=false %}} -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. +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: @@ -122,7 +122,12 @@ To pause or remove external sharing, click {{< ui >}}Share{{< /ui >}}, then clic ## Add a form to a dashboard -To embed a form directly in a dashboard as a widget: +To add a form to a dashboard from the form editor: +1. From the [Forms][2] page, click a form to open it in the editor. +1. Click {{< ui >}}Share{{< /ui >}}. +1. Under {{< ui >}}Add to Dashboard{{< /ui >}}, select an existing dashboard or create one, then click {{< ui >}}Add{{< /ui >}}. + +You can also add a form to a dashboard directly from the dashboard: 1. Navigate to a [dashboard][6]. 1. Click **Add Widgets** to open the side panel. 1. Click the **Apps** tab. @@ -143,10 +148,11 @@ After creating a form, you can add an [action][7] or [workflow blueprint][8] tha ## Manage access By default, only the creator of a form can access it. To change the permissions on a form: -1. From the [Forms][2] page, click a form. -1. In the {{< ui >}}Fields{{< /ui >}} panel, click the gear icon. -1. To change who can see the form and submit answers, click {{< ui >}}Edit Form Permissions{{< /ui >}}. -1. To change who can see the submitted responses, click {{< ui >}}Edit Response Permissions{{< /ui >}}. +1. From the [Forms][2] page, click a form to open it in the editor. +1. In the editor header, click the gear icon. +1. Click {{< ui >}}Manage Permissions{{< /ui >}}. 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 From d152929fda86aea858a8332272ca0cbd914bd88c Mon Sep 17 00:00:00 2001 From: Esther Kim Date: Wed, 29 Jul 2026 14:20:32 -0400 Subject: [PATCH 3/4] Apply suggestions from code review Co-authored-by: Esther Kim --- content/en/actions/forms/_index.md | 2 -- 1 file changed, 2 deletions(-) diff --git a/content/en/actions/forms/_index.md b/content/en/actions/forms/_index.md index 2a17c18eb2b..e546b256d75 100644 --- a/content/en/actions/forms/_index.md +++ b/content/en/actions/forms/_index.md @@ -88,7 +88,6 @@ From the [Forms][2] page, click a form to open it in the editor. In the editor h | Clone Form | Create a copy of the form. | | Import Form | Import 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][4]. @@ -168,4 +167,3 @@ By default, only the creator of a form can access it. To change the permissions [8]: https://app.datadoghq.com/workflow/blueprints [9]: /actions/workflows/build/#build-a-workflow-with-the-workflow-builder [10]: https://app.datadoghq.com/workflow -[11]: /bits_ai/bits_chat/ From b7611f25f6e4a1d452eb3a72575a24c0279d2d74 Mon Sep 17 00:00:00 2001 From: Esther Kim Date: Thu, 30 Jul 2026 12:20:25 -0400 Subject: [PATCH 4/4] Apply suggestions from code review Co-authored-by: Esther Kim --- content/en/actions/forms/_index.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/content/en/actions/forms/_index.md b/content/en/actions/forms/_index.md index e546b256d75..0b0f16c53f7 100644 --- a/content/en/actions/forms/_index.md +++ b/content/en/actions/forms/_index.md @@ -51,9 +51,9 @@ Blueprints are starter forms for common use cases, pre-loaded with sample questi 1. Select {{< ui >}}Create from blueprint{{< /ui >}} and browse the available templates. 1. Select a blueprint and click {{< ui >}}Continue{{< /ui >}}. 1. Name your form and optionally add a description and theme color. Click {{< ui >}}Continue{{< /ui >}}. +1. To further customize your form, see [Form components][3]. 1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. -To further customize your form, see [Form components][3]. [3]: /actions/forms/components/ {{% /tab %}} @@ -64,16 +64,16 @@ You can import an existing form from a PDF or JSON file. 1. Select {{< ui >}}Import a form{{< /ui >}}. An import dialog opens. 1. Choose a source and follow the prompts. 1. Name your form and optionally add a description and theme color. Click {{< ui >}}Continue{{< /ui >}}. +1. To further customize your form, see [Form components][3]. 1. Click {{< ui >}}Publish{{< /ui >}} or {{< ui >}}Publish Changes{{< /ui >}} to make the form available to respondents. -To further customize your form, see [Form components][3]. [3]: /actions/forms/components/ {{% /tab %}} {{< /tabs >}} To preview or share your form: -1. Click {{< ui >}}View{{< /ui >}} to display the form as it appears to respondents. Click {{< ui >}}Edit{{< /ui >}} to return to the creator view. +1. Click {{< ui >}}Preview{{< /ui >}} to view the form as it appears to respondents. 1. Click {{< ui >}}Share{{< /ui >}} to copy the form link or configure sharing options. ## Form settings @@ -123,7 +123,7 @@ To pause or remove external sharing, click {{< ui >}}Share{{< /ui >}}, then clic To add a form to a dashboard from the form editor: 1. From the [Forms][2] page, click a form to open it in the editor. -1. Click {{< ui >}}Share{{< /ui >}}. +1. Click the {{< ui >}}Share{{< /ui >}} dropdown and select {{< ui >}}Share within Datadog{{< /ui >}} . 1. Under {{< ui >}}Add to Dashboard{{< /ui >}}, select an existing dashboard or create one, then click {{< ui >}}Add{{< /ui >}}. You can also add a form to a dashboard directly from the dashboard: