In-form analytics integrate performance
insights into forms so that users can access important metrics in context and make better
In-form analytics involve a UI action on a form that opens a
view of a dashboard based on a breakdown. This breakdown dashboard provides valuable performance
insights to the user who is completing the form. For example, you want support engineers, while
creating an incident, to be able to see the expected time to close the incident based on the
incident category. To enable the engineers to view this information, you create an in-form
analytics UI action for incident forms. This UI action opens an Incident. Category breakdown
dashboard with a widget that shows the expected time to close an incident.
The UI action for in-form analytics is activated through an icon next to the field on the form
that represents the breakdown. If that field is not visible in the form view, neither is the
icon. When you set up in-form analytics, you have the option of also including a Related Action
link on the form. This link is always available.