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Custom Forms

Settings - Custom Forms

Custom Forms is an intuitive form builder for creating custom web-based forms that attach to Access Requests.

Create a Custom Form

  1. Navigate to Settings - Custom Forms.

  2. Click 'Add,' located at the top right.

  3. Select a Form Category.

  4. Enter a Form Title.

  5. Drag & drop form components to design the form layout.

  6. Preview updates.

  7. Click 'Create.'

Manage all existing forms; Clone, Preview, Edit.

Create new and manage existing form categories to organize forms for easy retrieval.

Create a Form Category:

  1. Navigate to Settings - Custom Forms.

  2. Under the 'Categories' tab, enter a New Category title in the text box.

  3. Click 'Create.'

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