Users with the Manage Site Settings permission have the ability to create a custom form for outside users that will generate a work order.
Creating a Custom Form
1. Select Settings > Custom Forms from the left-side navigation menu
2. Select the icon to add a new Custom Form
3. Fill out the information on the following page
Name: Type the name of the custom form.
Request Type: Select the request types associated with the custom form.
Page Title: Type in the title, insert your school logo and add any text that you would like to appear on the custom form.
Thank you Text: Type in the thank you text that will appear once the custom form has been filled out and submitted.
User for Anonymous Requests: If a user is not selected or an email is not provided, this will be the default user the form uses to submit the work order.
4. Creating the Custom Fields
4.1. Select to add a new field
4.2. Fill out the information in this modal
Order: Select the order of the fields.
Field: Select if it is standard or custom.
Name: Type the name of the custom field.
Help Text: This is optional text that will show up as a red exclamation point on the form next to the field. Use it to clarify the field to the user.
Required: Select if the custom field is required to be filled out before completing the form.
Repeat these steps until you have all the fields needed for the form
5. Click Save
Now that the custom form has been created, you can implement it where it is needed. The next step is to paste the URL where people can access the public form.
1. Select Settings > Custom Forms
2. Click the icon to view the Custom Form
Note: This will log you out
3. Copy the URL of the custom form
4. Paste it where it is needed.
When an outside user fills out this form, it will generate a Work Order and can then be managed internally.
Example Custom Form
How it Looks