Request Forms

On the Request Forms page under the Configuration menu, administrators can customize the form displayed to users requesting access to applications..

Administrators can define which components to display, control the component content, and define what is mandatory.

1. From the Configuration menu, click Request Forms.
2. At the top right of the screen, click New.
3. Enter a unique Name for the request form. For example, "Contractors".
4. In the Note drop-down, select from the following options:

• Note - Add a note for the form.
• User input - With this option, you can add a title and default text for the input. The title here could be, for example, "What is your reason for needing access to the application?"
• Selection fields - With this option, you can add a title (for example, "Company"), and then select the default option: Write your selection option text. There you can enter, for example, "Office 1". You can then click the + icon to add additional options. For example, "Office 2", "Office 3", etc.

5. Click Save when finished.

Note: You can click Set as required for any options that you want to make mandatory.

Once you save your changes, you can add a new condition in the Policies > Conditions page based on what you set here. In the example above, you would enter "Contractors" there, and ensure that the Users require approval from an approver to access the application and Users must fill out the access request form before they can access the application options are toggled on - with "Contractors" selected for the second option (for more on these options, see Policy Conditions.

Note: The form's response is ultimately displayed on the Recordings page (if recorded), and on the Supervisor page. The form response is also logged in the activity log.