Create request from Slack

The Dragonboat + Slack integration lets users create requests directly in Slack and sync updates/comments with Dragonboat for seamless team collaboration.

This article covers:

• How to create requests from Slack using slack /command
• How to create request from Slack along with comment thread
• FAQ

Note: If you integrated Dragonboat with slack before 2025 May 20, please disconnect and re integrate using the Dragonboat + Slack Integration guide and set up the fields for your Slack request form.

Create requests from Slack using Slack /command

Once the integration is established, users can create Dragonboat requests directly in Slack using the command:

/dragonboat

The fields and order of them are defined in the integration setting page Dragonboat + Slack Integration

Fill in the form fields and click Create Request to submit.

Dragonboat automatically creates the request and adds new requestors as request users if they don’t already exist in Dragonboat.

A confirmation message will be created in Slack containing a direct link to the request. 

Note - comment in Slack will not post back in Dragonboat.  

Create requests from Slack using Slack thread conversations

This allows users to convert Slack thread conversations from public channels into Dragonboat requests while preserving the discussion history.

• Requirement:
  • Following permissions acceptance is needed:
    • channels:history
    • groups:history
    • channels:join (to enable the app to automatically join public channels)

Create Request to also include comment

Note - If you have an earlier integration, please re-authenticate the Dragonboat app in your Slack with channels:history scope in order to access these messages. 

All your Slack users can create requests via the 3-dot menu on Slack thread messages. (see below) 

• The request creator is identified by the email linked to their Slack account
• New Requestors will be automatically created in Dragonboat if no matching user exists
• Requests created by inactive users in Dragonboat will maintain user status

Once the request is created, the thread messages auto-attach as comments and the thread link is also displayed.

FAQ

Why don't I see the option to create requests from Slack thread messages?

Slack app needs re-authentication with channels:history scope in order to access these messages. 

Why are some messages missing from my request comment?

There is a limitation of the most recent 200 messages.

Why can't I find a Dropdown option on my Slack form when submitting a request?

Dropdown fields have a maximum capacity of 100 selectable options.