Changing Items

Change settings of items in request forms.
We recommend that you disable the request forms to prevent users from using them while working with them.

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 change items.

  7. In the "Request form items" list on the "Request form details" screen, click the item name of the item to change.

  8. On the item details screen, click Save.

    Image of an edit action link

  9. On the screen to change items, set the required items.

    For details, refer to Item Types.

  10. Confirm your settings and click Save.

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

    For details, refer to Previewing Request Forms.