Request Tracker


Request Tracker
 






Modify Request Tracker Forms

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png

 

Overview

This article will show you how to modify Request Tracker forms.

Important Note

  • The Request Tracker forms are all located in the Forms module.

Instructions

  1. Navigate to Modules > Content > Forms
    modules_content_forms.png
  2. Select the Request Tracker category you would like to edit
    RT_Forms.png
  3. Select the form you would like to modify
    Forms.png
  4. You can select fields to modify or select to add a new field
    requestform.png
    • Form Name: Create form name
    • This form submits data to: Choose A Request Tracker Category
    • Request Tracker Category: Choose the category for submission
    • Priority: Choose the appropriate priority setting
    • Assigned To: Select a user
    • CC Email List: Allows you to add email addresses for this form to be sent to
      • Note: Separate multiple email addresses with semicolons.
    • Start Date: Create display date
    • End Date: Create view expiration date
    • Submit Options: Select either Submit Only or Submit and Print
    • Pad Cells: Adds a little space between questions, and between questions and headers/instructions
    • Database Form: Allows you to save a copy of the submission to the back-end of the module automatically
    • Show Archives: Allows visitors to view older versions of this form
    • Enable Recaptcha: Requires users to select a checkbox prior to form submission; enabling this option will reduce the ability for bots to submit forms
    • Add Field: Click this button to add another field
    • Form Fields: Use this field range to order fields with the arrows next to their names
      • Note: If you click Choose an Action, you can also Modify, Copy, Insert a Field Below, or Delete.
        fieldopt.png
  5. Scroll to the top and select Save
    Save.png

Disclaimer

Information that you submit to any form fields will transmit via email for administrator notification and thus is not eligible to be adequately protected sensitive information. For this reason, do not request the following information on any forms:

  • Social Security Numbers
  • Driver’s License Numbers
  • Bank Account Information
  • Routing Numbers
  • Medical Information
  • Passport Numbers
  • Passwords



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