Available On: Lite, Starter, Professional and Business Plus
Is there specific information you need to have on your request forms? UpKeep allows your team to customize fields, making them optional, hidden, or required. You can even add your own questions! ✨
How to Edit the Internal Request Form for In-App Users
Navigate to the Requests Tab
Click on the Options Menu
Click on Edit Request Form
Add in any custom Form Items
Chose the fields you want optional, hidden or required
You can alter the requirements for when Creating your request and for Approving your Request
Select Save
How to Edit the Request Form for the Public Request Portal
Beginning with our Professional Plan, you will gain access to UpKeep's Company Request Portal.
Navigate to the Request Portal Tab
Click on Edit Public Request Form Items
Click on Add Task for custom task/form items on your request form.
Toggle each default permission to be Optional, Hidden, or Required.
Finally, click Save
Tip: You can put your company's logo on the Request Portal! Learn more here!