Service Request Forms
As a system administrator, tailor service request forms to fit your organization's unique needs. With this tool, select the fields that should be visible and/or required, and specify user access.
If you don't have system administrator credentials, you might not have access to configure forms.
In the Service Requester main menu, navigate to Configure.
Create request form
Create a form that's user-friendly, efficient, and effective in collecting the data needed for a service request. The request form includes three main sections: Request form details, Available fields, and Added fields.
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In the Service Requester main menu, navigate to Configure.
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In the Request form details section, set up basic information.
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Welcome text: Enter the text you want to appear at the top of the service request dashboard to welcome users. Maximum 500 characters.
Title: Enter a title to help others identify the form. Maximum 50 characters.
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Description: Enter the form's purpose to provide more information, minimize potential confusion or inquiries, and clarify its function. Provides a clear and concise introduction to the form's purpose or instructions. The description displays at the top of service requester pages. Maximum 500 characters.
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Options: Select or clear the available options for this form. Below are examples of options that might appear on the form.
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Allow request on behalf of another person: Enables you to submit a service request for another individual.
- Use signed in member's info: Indicates that only signed in members can access this form. The system links the created work order to this user's membership details.
- Enable guest or anonymous user: Select to offer a guest sign in option. You can use the link for people that are not required to register. When selected, the system generates a guest URL. Click the copy icon to copy the URL, then paste it to another location. You must save the request form for the guest URL to activate.
- Prompt for duplicate check based on matching asset ID and problem code: When selected, the system identifies duplicated service requests if there are multiple submissions for the same issue.
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In the Available fields section, choose which optional and required fields to display. Indicate which fields are required in a later step.
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Click Add for each field you want to include on the form. The fields then appear in the Added fields column.
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To remove added fields, do one of the following. Some fields are system fields and cannot be removed. These fields do not include a Remove option.
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Click Remove next to an single field name to remove one at a time.
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Click Remove all added fields to remove all at once.
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To mark fields as required or apply other options, go to a field in the Added fields column and click Show options.
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Select options, for example:
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Make required: Ensures it's mandatory on the form. Required fields must be completed to submit the form. If left blank, the form won't be processed and an error message displays on the field.
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Required asset / location level: Enter a value to specify the minimum asset and/or location level. The service request must meet this minimum level to be submitted.
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Click Save changes to save the form.
The form options update.
Custom form labels
You can customize labels in the Added fields column. The customized labels appear within the service request details.
We include the original names in parentheses for labels that can be customized to help you remember them.
For example:
New Label Name (Original Label Name)
The original name label does not appear in the service request form shown to users.
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In Added fields, click the Edit pencil icon next to a label.
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Enter custom label text and click the check mark.
Update request form
Updates to forms ensure they serve their purpose effectively and provide a positive experience for the users who use them.
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Go to Configure.
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Make changes on the Review request form page and click Save changes.
