Moving Request Forms

Move request forms to other categories.

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" list screen, select a category, and then click the request form name of the request form to move.

  7. On the screen for request form details, click "Move" in the request form information.

    Image of a move action link

  8. On the screen to move request forms, select the target category.

    You can search for categories to move categories into by entering keywords and clicking "Category search".
    Clicking on a category name moves you to the subcategory of the category you clicked.
    Moving request form screen

  9. Confirm your settings and click "Move".