Adding Request Forms to Brand Connect allows non-Workstream users to submit requests. To do this, the form must be published to and made available in a Brand Connect portal. See Request forms for more information on how to create them.
Publish the Request Form to Brand Connect
Log in to Workstream and click Manage on the secondary navigation.
Click Request Forms.
Select the request form that you want to edit or click +New Form in the upper right-hand corner to create a new form template. Read more about creating request forms.
Click Settings in the left-hand panel.
Who can submit: By default, all Logged In user groups will have access to the request form.
To add groups: start typing the name of the group that should submit this form and click it when it appears in the list. Add all groups that should have access to this request form.
To remove groups: Hover your mouse over the group name and click the x icon.
Publish to Brand Portal: To allow non-Workstream users to complete request forms, the form must be published to a Brand Connect portal.
Toggle the slider to the right to make the form available on the desired brand portal(s).
Note
You must publish the form for it to display on the selected brand portal(s).
Submit a Request Form from Brand Connect
Non-workstream users can submit request forms in Brand Connect. A submitted request form will create task in Workstream.
Note
Workstream users can submit request forms in Workstream.
Log in to Brand Connect.
Click Requests on the top navigation.
Click the
(+)
Plus icon under the request form that you’d like to complete. Only request forms that a user has permission to view will be displayed.Complete the form and click Save for Later to save a draft, or click Submit to create a new task.