We need to create a way for staff to report an accident or an incident onsite at our facility. What is the best way for a sta…

Hi @Titanium , I would create a ticket pipeline for incidents, custom ticket properties for anything that needs to be capture…

Thanks. I have a few more questions for you. What is the benefit of a ticket over a form and over landing page? How easy i…

Sorry. Replied to the wrong post here

@Titanium it’s not a form or tickets, it’s both. Form submissions can create tickets: Create tickets If the ticket is create…

Please forgive me. I’m confused. Do i create a form and then add a ticket to it?

@Titanium when configured like explained in the article I shared, each form submission would create a new ticket record in yo…

So, I start with a form and then add a ticket to that form?

@Titanium the form submission creates the ticket automatically if you follow these steps: https://knowledge.hubspot.com/recor…

Yes - it’s so confusing. What is a conversation inbox and why would I want to use it for an incident report? “Create tickets…

@Titanium let’s maybe take a step back then. Incidents are something that should be documented as single records. Since HubS…

What is the best way to create an incident/accident report

karstenkoehler May 17, 2024, 3:53am 13

@Titanium exactly! That sounds like a great process.

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