How to Edit Your Request Forms

With UpKeep we have the ability to edit our Request Forms so that we can get the information we desire to best create a Work Order

Renee Hernandez avatar
Written by Renee Hernandez
Updated over a week ago

Available On: Lite, Starter, Professional and Business Plus

How to Edit the Request Form for your In-App Users:

  1. Navigate to the Requests Tab

  2. Click on Edit Request Form

  3. Evaluate your Request Checklist

  4. Click on Add Task for custom task/form items on your request form.

  5. You can add a Task, Number Form Item, Task Form Item, Checklist Form Item, Multiple Choice Form.

  6. Enter your Form Question (and answers if you selected Multiple Choice).

  7. Check off Required if you’d like to make it a requirement to answer

  8. Set the default Request Items

  9. Allow your users to set Asset, Location, Worker Assigned, Due Date, Category, and Team.

  10. Toggle each permission to be Option, Hidden, or Required.

  11. Finally, click Save

Editing Your Request Form - Public Request Portal

Beginning with our Professional Plan, you will gain access to your Company Request Portal.

  1. Navigate to the Request Portal Tab

  2. Click on Edit Public Request Form Items

  3. Click on Add Task for custom task/form items on your request form.

  4. Toggle each default permission to be Optional, Hidden, or Required.

  5. Finally, click Save​​

TIP: You can also put your Companies Logo on the Request Portal! Learn more here!

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