Using Fields (Workflows edition)
With Workflows, atSpoke can understand what's being asked, and route users to the correct workflow so you have all the information you need to solve the request with one touch. Check out our setup article for more information.
How does it work?
If I need a new company iphone, I request it through atSpoke.
Because the IT team has created a request type for "New hardware requests" atSpoke prompts the required information before the request is even submitted.
From this screen, the team and request type can be changed by selecting the colored dropdown.
If the request is a private one, click the toggle next to the eye icon to flag the request as private.
Fill in the remaining questions, and select "Submit new request"
Workflows via Slack
To use request types in Slack, @atSpoke or DM atSpoke as you would normally. If atSpoke detects this is a question that can be answered using a form, the form will be listed under "Type" in Slack.
If there isn't a request type available, or the desired request type is different select Make Changes.
Once you have changed details of your request, Press "Continue Submitting Request."
If there are outstanding questions, a modal will appear. Enter details in Slack.
When complete you will find the details of your request.
File a request from the Workflows page
Navigate to "Workflows" then select the team that will handle your request from the left side menu. Select create request from the card.
Under "All" in the left side panel, you can review all workflows for your organization. File a request by choosing "Create request" in the Workflow card.
This will open the fields for the workflow.
Enter the required information and it will open the expanded request view. The workflow/request type will be on the right side of the request panel.
- In the Info tab, the dropdown next to the request type allows you to change the request type.
- In the Fields tab, you can modify information as needed and select "Update"