Request Forms allow you to create configurable form templates for messages and campaigns using rich text & media, dropdowns, comments, attachments, etc. to raise requests. You can create request forms within Intake Requests for messages and campaigns using free-form text, picklist, date, attachment, and multi-picklist fields.

While creating forms you can add and delete questions as per your requirement.

To Add Components in Request Forms

1. Open your request form.

2. Click the Addition icon under the Form Title box to Select Question Type from the Choose Component section.

3. Once you have selected the desired question type, you can start adding questions in the Details pane on the right.

4. In the left pane, hover over a question to Choose Component, Clone, and Delete a question. Clicking on a question will open it in the Details pane where you can edit it as per your requirements.

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5. To Reorder a component, hover over it and click on to select and drag the component to the required postion in the form.

   

6. Click Preview in the top right corner of the window before saving your request form. The form will open in a new tab where you can check and preview your form.

7. Click Save in the bottom right corner once you have created your form.

The components:

• Single Line

• Paragraph

• Checkbox

• Checkbox Group

• Dropdown

• Radio Group

• Multi Select

• Number

• Email

• Phone

• Date

• Attachment

• Custom Field: When selecting custom fields as a component, you can also create controlling custom fields to control visibility and access of other custom fields in the request form. Based on the value selected in a controlling field, you can restrict the visibility of values in dependent fields. 

  Example: When creating a campaign request, you can set ‘Region’ as a controlling field and ‘Country’ as the dependent field. If a user selects EMEA as the region, the Country field will display only countries within the EMEA region. 

  For the above example, a controlling field can be created following the steps below -

  1. Select Custom Field as the component.

  2. In the Details pane on the right, select Region as the custom field from the dropdown.

  3. Next, add another custom field as the component and in the Details pane, switch on the Visibility Conditions toggle.

  4. In the Where field, select Region Containing EMEA to control the visibility of the Country field.

     

Details Pane — Field Description