Modify RequestTracker Forms

This article will show you how to modify RequestTracker forms.

Important Notes

• The RequestTracker forms are all located in the Forms module.

• An Unpublished Form was used for this walkthrough.

Who can use this feature?

System Administrators | Owners | Publishers

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:

• Bank Account Information

• Birth Certificate Copy

• Business ID Numbers

• Driver’s License Numbers

• Medical Information

• Passport Numbers

• Passwords

• Routing Numbers

• Social Security Numbers

• Tax ID Numbers

• W2 or Other Tax Information

Instructions

1. Navigate to Modules > Content > Forms

2. Select the RequestTracker category you would like to edit

3. Select the form you would like to modify

4. You can select fields to modify or select to add a new field

   • Form Name: Create a 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 a display date

   • End Date: Create a 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 before 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.
     

5. Scroll to the top and select Save