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Editing Request Forms

Table 91. Availability - Legacy plans


Space admins can edit request forms in their spaces. Account admins and owners can edit account-level request forms. On Enterprise accounts, this right can be revoked from account admins.

Once you access a request form you can manage its attributes and questions in the same way you create a form.


If your request form is not visible to anyone in the account, and you attempt to edit it, these edits will not be saved. You can check the visibility of a form in the info panel on the left-hand side when editing it.

Edit a request form

For account admins

  1. Using the green + in the top right of your workspace next to your profile picture, select Request.

  2. In the top-left corner of the panel that opens, click Manage forms and click the title of the form you want to edit.

  3. Click any field or question in the form to edit it.

Alternatively, click your profile picture in the top right-hand corner of the workspace, select Settings from the dropdown, and access the Request forms section in the left-hand menu.

For space admins

Space admins can only build request forms in the spaces they have access to. Account admins can also use this method.

  1. Navigate to the space where you want to edit a request form.

  2. Click the gear icon under the space's name.

  3. Select Request Forms.

  4. Click the title of the request form you want to edit.

  5. Click any field or question in the form to edit it.

You can now click and edit any fields or questions in the form.