Add components in a Request Form

Updated 

Request Forms allow you to create configurable form templates for messages and campaigns using rich text & media, dropdowns, comments, attachments, etc. to raise requests. You can create request forms within Intake Requests for messages and campaigns using free-form text, picklist, date, attachment, and multi-picklist fields.

While creating forms you can add and delete questions as per your requirement.

To Add Components in Request Forms

  1. Open your request form.

  2. Click the Addition icon under the Form Title box to Select Question Type from the Choose Component section.

  3. Once you have selected the desired question type, you can start adding questions in the Details pane on the right.

  4. In the left pane, hover over a question to Choose Component, Clone, and Delete a question. Clicking on a question will open it in the Details pane where you can edit it as per your requirements.

  5. Click Preview in the top right corner of the window before saving your request form. The form will open in a new tab where you can check and preview your form.

  6. Click Save in the bottom right corner once you have created your form.

The components:

  • Single Line

  • Paragraph

  • Checkbox

  • Checkbox Group

  • Dropdown

  • Radio Group

  • Multi Select

  • Number

  • Email

  • Phone

  • Date

  • Attachment

  • Custom Field

Details Pane — Field Description

Term

Description

Label

Type your question in this field. You can Bold, Italic, Underline, and Strikethrough the text in your question. You can also change the font, heading, and color of the text. You can insert/remove link, undo/redo a text, etc.

Visibility Conditions

Set Visibility Conditions from the options available in the dropdown menu. It will enable you to set the visibility of one field based on the value of another field.

You can set multiple conditions by the Add Condition option. Multiple visibility conditions on a question will be separated by an AND. Click the Close icon next to a condition to remove it.

Help Text

Provide Help Text for your customer to provide additional information regarding the question which will be visible below the Label.

Mark Field as Mandatory

Select the Mark Field as Mandatory checkbox to mark a question mandatory. The requester will not be able to submit the form without filling in the mandatory data.