Change Request Management: Create New Form

This page allows users with the Change Request Administrator role to electronically create change request forms.

Creating New Forms

  1. From the Change Request Management menu, select "Create New Form", which will open the Create New Form screen
  2. Add a form title
  3. Choose Basic or Advanced fields from the menu on the left and drag them into the desired location on the design portion of the screen
  4. Use the Edit Field Properties menu to edit font size and style, background color, field width, and identifying field as required
  5. Add additional sections by clicking Add Section, if desired
  6. Click Preview to view form
  7. Click Save Form

Once successfully saved, the form will display in the Form Library as well as in the Initiate Change Request widget on the dashboard

Basic Fields

Basic field types require manual entry when the change request is initiated.

Basic fields include:

  • Heading
  • Paragraph
  • Short Answer
  • Long Answer
  • Radio Button
  • Checkbox
  • Dropdown
  • Date Selector
  • Horizontal Line

Advanced Fields

Advanced fields are specific pieces of employee data. Once a change request is initiated, employee data will automatically pull into the form.

Advanced fields include:

  • Name
  • Email Address
  • Employee ID
  • Manager
  • Job Title
  • Phone Number
  • Department
  • Location
  • Job Code
  • Salary
  • Hire Date
  • Last Promotion date
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