Enabling Request Forms

You can activate the request form to make it available to users.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Request forms.

  6. On the "Request Form" screen, select a category and click the request form name of the request form to enable.

  7. On the screen for request form details, click "Enable" in the request form information. Image in which the "Activate" action link is highlighted

  8. Click Yes on the "Enable Request Form" screen.

Disabling Request Forms

Make the request form inactive.
A request form that has been disabled does not appear on the user screen.
You can still continue to process the on-going request data and the sent-back request data even if you disabled the request form.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Request forms.

  6. On the "Request Form" screen, select a category, and then click the request form name of the request form to disable.

  7. On the screen for request form details, click "Disable" in the request form information. Image in which the action link to set to Inactivate is highlighted

  8. Click Yes on the "Enable Request Form" screen.