Request forms are configurable forms that, when completed and submitted, are used to trigger the creation of a new task in Workstream.
Request forms can only be created by admins.
System Fields: Values added to these fields display in the task details page. To edit the text in these fields, add a field to a form, select the text displayed in the field name and enter your desired field name.
Custom Fields: These fields can be customized for the specific form. Once the field is added, enter the desired label:
Static Fields: These fields are fixed in the form. They are typically added to provide more details about the request form.
Click Preview to show a preview of the form from a requester’s perspective. Click Save to save the form as a draft, which is only accessible by admins. Click Publish to save and publish the form. Once published, the form will be available to the Workstream groups listed in the Settings.
Click Settings in the bottom right, below the field options.
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icon.Workstream users can submit request forms in Workstream. Non-Workstream users can submit request forms in Brand Connect. Completed request forms become tasks in Workstream.