This document outlines how to configure and work with the Project Request Form features. To configure the Project Request Form, you should first create Custom Fields.

See the following:

• Manage Project Request Form Fields
• Add Fields to Project Request Form
• Add Trigger Logic to Fields
• Delete Fields from Form

Manage Project Request Form Fields

To configure the project request form:

1. From the ADMIN section, select SETTINGS from the left navigation menu.
   
   
   
2. Select the PROJECT REQUEST FORM tab along the top of the page.
   
   There are no system default fields, only fields added by a company administrator are listed.
   
   

Add Fields to Project Request Form

To add a field to the project request form:

1. Click on [ADD FIELD]. A new field displays at the bottom of the list.
   
   
   
   
2. Select a field from the drop-down list.
   
   

   SEE ALSO – Custom Fields for further details.

   
   
   
   

3. Specify the Validation for the field.
   
   

   Optional – The field is not required when creating a new project. Required – The field is required when creating a new project.

   
   
   
4. Specify the Width that the field displays on the form.
   
   

   25% – displays 1/4 of the width of the form. 33% – displays 1/3 of the width of the form. 50% – displays 1/2 of the width of the form. 66% – displays 2/3 of the width of the form. 75% – displays 3/4 of the width of the form. 100% – displays the entire width of the form.

   
   
   

5. To change the order the field displays on the form, click on [:] and drag the field to the desired position.
   
   
   
   

6. Click on [SUBMIT].

Add Trigger Logic to Fields

A Trigger is a logical condition that must be satisfied for the field to be presented on the form. When you add a trigger you specify the trigger condition and answers. Multiple triggers are allowed on a field. When multiple triggers are added they form an "and" statement, whereby the parameters from all triggers in the set need to be true for the trigger to apply.

To add a trigger to a field:

1. Add fields following the Add Fields to Project Request Form instructions above.
   
   
   
   

2. Click on ADD TRIGGER.
   
   
   
   

3. Select the Field to base the logic on.
   
   

   NOTE – Fields selected on a trigger should be sourced from the Project Request Form. If the selected field is from the Sample Form the trigger will not work properly, since the Sample Form is presented after the Project Request Form details are entered.

   
   
   
   

4. Specify the Condition.
   
   

   Includes Any – True if matching at least one of the selected answers. Includes None – True if anything other than "matching at least one of the selected answers".

   
   
   

5. Select the Answers the logic is based on.
   
   
   
   
   

6. Click on [SUBMIT].

Delete Fields from Form

Fields that are no longer needed can be removed. Any data previously entered on existing projects is retained. Deleted fields can be added back to forms, as needed. 

To delete a field from the form:

1. Click on [DELETE].
   
   
   The field is removed from the form.
   
   
   
2. Click on [SUBMIT].