Customize End User Submit Request Form
 
Author
Message
Technical Writer
580
 

Settings

End-User Portal

Request Submission Form

 

SysAid allows you to customize the End-User Portal Submit Request form. This allows you to tailor the Submit Request form depending upon the nature of the request to be submitted. You can create one form for every sub type you create.

 

 Customizing the Submit Request form

 

Creating forms for the End User Submit Request form

 

You can create multiple versions of the End User Submit Request form that end users can select depending upon the type of request to be submitted. Each version of the form displays its own fields. For each form that you want, you must create a request sub type. Create request sub types from Settings > Service Desk > Sub Types. Once you've created the sub types you need, customize them from this page.*

 

*Customization made here affects the Submit Request form on the End-User Portal. To customize the admin Request form, go to Settings > Service Desk > Sub Types.

 

To customize the Submit Request form:

  1. Click the design form icon from the top right of the form. This opens the Design Form page.
  2. Select the sub type to customize.
  3. Choose the fields you would like to have on the Submit Request form for the selected sub type and click Save. This closes the Design Form page and updates the selected sub type.
  4. Go to Settings > Service Desk Templates > Request Templates and create at least one template for every sub type you've customized. Full instructions for creating request templates can be found here.

When your end users submit requests from the End-User Portal, they select one of the templates you've created. The appropriate Submit form is then loaded automatically, with exactly the fields you've selected.

 

Templates are also loaded automatically after the end user selects a category for the request. More information about category linked templates can be found here.

 

This message was edited 1 time. Last update was at Oct. 25, 2012 08:56 AM

Elite SysAider
241
 
Gonna need some more information...
Technical Writer
580
 
This help page is currently being written. The post for the help page has already been created for technical reasons only.
jmd
SysAider
6
 
No quicklist for Requests? You should add that.
Technical Writer
580
 
Hi jmd,

This feature should be available in the next release of SysAid (We've changed the name to templates.)