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How To Create A Custom Request Form
How To Create A Custom Request Form

Easily build customized request forms that can be filled out by your homeowners.

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Written by Michael Bollinger
Updated over 2 years ago

Step 1: Select "Requests" on the left side menu.

Step 2: Click "+ Add new request form."

Step 3: Fill in your Form Name. For example, if you're creating a Parking Permit Request form, you might title it "Parking Permit Request."

Step 4: Fill in your From Description. Describe what owners would use this form for.

Step 5: Next, you can choose to change the form icon or add a document the owner needs to see before submitting their request. Both are optional.

Step 6: Add the questions you want the owner to answer when submitting this request. You can choose the type of questions you would like to add and also dictate if an answer to the question is required for submission.

Step 7: Click Save Form details as the final step.

Note: You can add custom statuses, approval workflows, and admin permissions to each form once it has been created.

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