Editing Request Forms
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Availability: Legacy Business, Legacy Enterprise.; Unavailability: Legacy Free, Legacy Professional.; |
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Availability: Team, Business, Enterprise, Pinnacle. ; Unavailability: Free; |
Important
Users on the New Team plan do not have access to Request Forms.
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.
Note
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.
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Click the green + 1 in the top right of your workspace.
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Select Request 2 option from the dropdown menu.
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Click Manage forms 3 option and click the title of the form you want to edit.
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Click any field or question in the form to edit it.
Alternatively, click your profile picture from the sidebar, select Settings from the dropdown, and access the Request forms section from the Account management section.
Space admins can only build request forms in the spaces they have access to. Account admins can also use this method.
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Navigate to the space where you want to edit a request form.
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Click the gear 1 icon under the space's name.
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Select Request Forms 2 tab.
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Click the title of the request form you want to edit.
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Click any field or question in the form to edit it.
You can now click and edit any fields or questions in the form.
Changes to custom fields that are mapped to questions used in the request form may lead to this warning. Find the custom field and edit the properties to make sure the mapping works accurately. Apart from the reasons mentioned in the warning, you may also check the "Apply to" setting in the properties; it should match the type of item that the request form creates. For example, a custom field applied to "projects and folders" cannot be mapped in a request form that creates a task.