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Editing Request Forms

Table 35. Availability






Account admins and space admins can create and edit request forms in Business and Enterprise accounts.

Request forms can be edited at any time by account admins and space admins. Once you access a request form you can manage its attributes and questions in the same way you create a form.

Edit a request form

For account admins

  1. Using the green + in the top right of your workspace next to your profile picture, select Request.

  2. In the top-left corner of the panel that opens, click Manage forms and click the title of the form you want to edit.

  3. Click any field or question in the form to edit it.

Alternatively, click your profile picture in the top right-hand corner of the workspace, select Settings from the dropdown, and access the Request forms section in the left-hand menu.

For space admins

Space admins can only build request forms in the spaces they have access to. Account admins can also use this method.

  1. Navigate to the space where you want to edit a request form.

  2. Click the gear icon in the top-right hand corner.

  3. Select Request Forms.

  4. Click the title of the request form you want to edit.

  5. Click any field or question in the form to edit it.

You can now click and edit any fields or questions in the form.