Request Submission Form
    • 06 Jul 2022
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    Request Submission Form

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    Article summary

    SysAid allows you to customize the Self-Service Portal Submit Request form. This allows you to tailor the Submit Request form depending upon the nature of the request to be submitted. You can create one form for every sub type you create.

    Customizing the Submit Request form

    Creating forms for the End User Submit Request form

    You can create multiple versions of the End User Submit Request form that end users can select depending upon the type of request to be submitted. Each version of the form displays its own fields. For each form that you want, you must create a request sub type. Create request sub types from Settings > Service Desk > Sub Types. Once you've created the sub types you need, customize them from this page.*

    *Customization made here affects the Submit Request form on the Self-Service Portal. To customize the admin Request form, go to Settings > Service Desk > Sub Types.

    To customize the Submit Request form

    1. Click Design Form in the top right of the form. This opens the Design Form page.
    2. Select the sub type to customize.
    3. Choose the fields you would like to have on the Submit Request form for the selected sub type and click Save. This closes the Design Form page and updates the selected sub type.
    4. Go to Settings > Service Desk Templates > Request Templates and create at least one template for every sub type you've customized. Full instructions for creating request templates can be found here.

    When your end users submit requests from the Self-Service Portal, they select one of the templates you've created. The appropriate Submit form is then loaded automatically, with exactly the fields you've selected.

    Templates are also loaded automatically after the end user selects a category for the request. More information about category linked templates can be found here.

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