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.'

   

Current Forms

Manage all existing forms; Clone, Preview, Edit.

Categories

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.'