How to Edit Your Request Forms
Requests are a central part of any team’s WorkFlow. Requests can come in from different users throughout the team, which then needs to be approved by an Administrator to become a Work Order. With UpKeep you have the ability to edit your Request Forms so that you can get the information you need to create a Work Order.
There are request forms for:
- Requester Users: those added to your team and can log in using an email and password.
- Public Requesters: those may be submitting a request via the Public Request Portal or email. (The public request portal is a feature beginning with the Professional Plan.)
You can edit the request form to get the information you need to then create a work order. Once your requesters begin submitting a work request, they will only submit the information that you need.
[tip]Looking for instructions on how to submit and manage work requests? Your requests can find instructions on how to submit a request. Admins can find an article on how to create and manage requests! [/tip]
How to Edit the Request Form for your In-App Users:
- Navigate to the Requests Tab
- Click on Edit Request Form
- Evaluate your Request Checklist
- Click on Add Task for custom task/form items on your request form.
- You can add a Task, Number Form Item, Task Form Item, Checklist Form Item, Multiple Choice Form.
- Enter your Form Question (and answers if you selected Multiple Choice).
- Check off Required if you’d like to make it a requirement to answer
- Set Permissions to the default Request Items
- Allow your users to set Asset, Location, Worker Assigned, Due Date, Category, and Team.
- Toggle each permission to be Option, Hidden, or Required.
- Click on Add Task for custom task/form items on your request form.
- Finally, click Save
Here is GIF on how you can edit your Request form for In-App users:
Editing Your Request Form – Public Request Portal
Beginning with our Professional Plan, you will gain access to your Company Request Portal.
- Navigate to the Request Portal Tab
- Click on Edit Public Request Form Items
- Click on Add Task for custom task/form items on your request form.
- You can add a Task, Number Form Item, Task Form Item, Checklist Form Item, Multiple Choice Form.
- Enter your Form Question (and answers if you selected Multiple Choice).
- Check off Required if you’d like to make it a requirement to answer
- Toggle each default permission to be Optional, Hidden, or Required.
- Allow these requesters to submit a name and phone number. Or to set an asset, location, user, category, team, and due date.
- Finally, click Save
[tip] You can also put your Companies Logo on the Request Portal! Learn more here! [/tip]
