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Customize Request

Make your request forms work for you with our flexible customization options.

Updated over 2 weeks ago

Follow this guide to learn how to set up efficient request forms.

  1. Access the Settings Panel

    • Log into your WorkTrek account, navigate to the sidebar menu, and click on Administration. Then, select Settings.

  2. Open Request Settings

    • Within the Settings section, choose Request from the available options to manage request form behaviors.

  3. Edit Request Definitions

    • Under Request Definitions, click on Edit to open the customization panel for request forms.
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      Accessing and configuring request-related settings, including rating options and request definitions.

  4. Customize by Request Stage

    • You'll find three tabs corresponding to different stages of the request lifecycle:

      • Creating a Request

      • Approving a Request

      • Closing a Request

      Configure each tab to tailor the request form fields based on the request's status.

  5. Adjust Field Settings

    • Within each tab, you can set the visibility behavior for each field:

      • Hidden – the field won't appear on the form

      • Read Only – the field is visible but cannot be edited

      • Optional – the field is visible and can be left blank

      • Required – the field must be filled before proceeding

  6. Save Your Changes

    • After configuring the fields, click Save to confirm your changes to the request form.
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      Editing request form definitions by setting required, optional, or hidden fields for each request stage.

  7. Apply the Settings

    • To ensure your customizations are applied to new requests, click Save again on the main settings page.

      Note: Don't skip this step—your changes won't take effect until you save them here as well.
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      Saving customized request settings to apply changes across the platform.
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