Manage request forms

Users with the Manage District Settings user permission can customize request forms by adding, editing, organizing, and deleting sections and fields.

To manage request forms:

1. Select Admin > Manage Request Forms. 

2. On the Sections tab, do any of the following:

   To...	Then...
   Add a new section	a. Select Add Section. b. Enter a name. c. Click Save & Return to List.
   Edit an existing section	a. Next to the field you want, click . b. Make your changes. c. Click Save & Return to List.
   Delete an existing section Important: You can only delete a section that is not being used.	a. Next to the section you want, click . A pop-up appears. b. Click OK.

3. On the Sections Order tab, drag and drop the sections into the order you want.

4. On the Fields tab, do any of the following:

   To...	Then...
   Add a new field	a. Select Actions > Add Field. b. Enter the information. c. Click Save & Return to List.
   Edit an existing field	a. Next to the field you want, click . b. Make your changes. c. Click Save & Return to List.
   Delete an existing field Important: You can only delete a field that is not being used.	a. Next to the field you want, click . b. Click Delete Field. A confirmation pop-up appears. c. Click Yes.

5. On the Fields Order tab, do any of the following:

   • Use the drop-down, to select the section you want.
   •  Click Refresh.
   •  Drag and drop the fields into the order you want.

6. On the Agreements tab, do any of the following:

   To...	Then...
   Add a new agreement	Select Actions > Add Agreement. Enter a name. Enter the text outlining the agreement. Do one of the following: • To Apply to all Spaces, select the checkbox. • Select the desired spaces. Do one of the following: • To Apply to all Classifications, select the checkbox. • Select the classifications you want. Click Save.
   Edit an existing agreement	Next to the agreement you want, click . A pop-up appears. Make your changes. Click Save.
   Deactivate an agreement	Next to the agreement you want, click . A pop-up appears. Click Yes. Note: To reactivate an agreement, click , and then click Yes in the pop-up.
   Delete an existing agreement Important: You can only delete an agreement that is not being used.	Next to the agreement you want, click . A pop-up appears. Click OK.

To preview the request form:

1. On the Fields tab, select Actions > Preview Request Form. A pop-up appears.

   

2. Select the Classification, Site, and Space.

   Note: If you select a classification that has no groups, the display is empty.

3. Click Preview Request Form. The form appears.