Add an item to the request form.

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 add items.

7. On the screen for request form details, click "Add Item" in the request form list.

   

8. On the screen to add items, select an item type in "Type" field.

   The following types can be selected:

   • String (one line)
   • String (multiple lines)
   • Menu
   • Radio button
   • Checkbox
   • Number
   • Auto Calculation
   • Date
   • Attachment
   • Route navigation

9. Set the required items according to the type selected in step 8.

   For details, refer to Item Types.

10. Confirm your settings and click Add.

11. On the preview screen, check the displayed items.

    For details, refer to Previewing Request Forms.