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Request Form Configuration

Admin Users customize the Requests form used in the Request Module to include, hide, or require fields of information.

Updated over 8 months ago

Watch the video or read the guide below.

Video

Guide

  1. Click on Admin Settings from the main menu.

  2. Select the Manage Modules tab.

  3. From the Settings section, select Work Order Requests.

  4. From the Visible column, toggle which fields you want to include on the Request form.

    A checkmark means on,the field is included.

    An "x" means off,the field is hidden.

  5. From the Required column, toggle on which visible fields are mandatory to fill in on the Request form.

  6. Click Save in the top right corner. Click Discard Changes to cancel and close the screen.

    These settings apply to any User submitting a Request from the Request Module.

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