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The Request Form Customizer helps you to create a tailor-made Request Form to ensure that the users submit all the required information along with the request. The FacilitiesDesk supervisor can design a customized Request Form of his own that suits his needs.
To customize the request form,
Click the Admin tab in the header pane.
In the Work Request block,
click the Work Request Customizer icon . The category list
page opens.
Click the Request Form Customizer from the left menu on the left hand side of the page. The Request Form Customizer page opens.
The request form can have,
Certain important fields as Mandatory: All the information that are essential to the supervisors to resolve the request is defined as Mandatory.
Certain fields the Requester can Set: Any optional information to be provided by the requester is selected as requester can set field.
Certain fields that the Requesters can View: The fields that can be only viewed and cannot be edited or set by the requesters is selected as requesters can view field.
Example: When you customize the request form, you can define
There are four blocks of information to be provided in the request form, the FacilitiesDesk supervisor can customize the fields based on his needs and priority.
The first block is Request Details block.
In the request details block Request Type, Status, Level, Mode & priority are the available fields.
Select the corresponding values from the combo box.
Select the options to customize the form by enabling the relevant check box. Say Mandatory fields, Requester can set, Requester can view options.
The Second block is the Owner Details block,
In this block Group & Supervisor are the available fields,
Select the corresponding values from the combo box.
Select the options to customize the form by enabling the relevant check box.
The Third block is the Requester Details block,
In this block Name,Contact Number, Department, Resource, Subject and Description are the available fields,
Select the name from the requester list by clicking the requester list icon. This is a mandatory field. On selecting the name, contact number & department fields gets filled automatically.
Select the Resource from the combo box. Select the corresponding values for the fields from the combo box.
Select the options to customize the form by enabling the relevant check box.
Specify the title for the form in the Subject field. This is a mandatory field. This is a mandatory field.
Specify an relevant information about the form in the Description field.
Click Save, to save the settings.
Click Save and Preview, to save and see the preview of New Request form for Requester login.
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