Customizing Fields in the Request Form (Article)

Users with permission to customize fields in the Request Form (see Admin Settings for Requests) can change the display and requirements in certain cards within the form. To access this, click More and Admin from the top menu bar:

Click Requests to expand:

Then click Field Customization:

Is Visible means that the field will be shown on the form.

Is Required means that the field must be filled out before the form is submitted for formal review (you can Save as a draft at any time).

For the Overview card, you can designate whether you want to show the Summary field, and whether a Summary is required to submit the Request:

The corresponding card within the form looks like this:

The next area with customization options is the Scheduling card. Here you can designate whether you’d like to display the Start/End date of the project, and whether those fields are required to submit the Request:

The corresponding card within the form looks like this:

The final area with customization options is the Budget card. Here, you can designate whether the Project Code is displayed, and whether it is required to submit the Request. You can also designate whether the Budget By Year and Cost Center fields are displayed and required to submit the Request:

The corresponding card within the form looks like this:

Once all your selections are made, click Save:

Confirm by clicking Save:

Your form settings have now been updated.