Request Forms are supplemental forms you can use in your projects to gather information from your submitters. Similar to Additional Forms, Request Forms are built using the drag-and-drop form builder and have no restrictions on the types of form fields you can use. What separates Request Forms from Additional Forms is how they are deployed.

Submitters do not need to use a Request Form. Instead, the submitter controls if and when they use the Request Form. Because of this flexibility, Request Forms can be used in several scenarios:

Now that you know what a Request form is, we will take you through the creation and implementation of a Request Form, from start to finish.

In this example, we will take the first scenario above and make a Deadline Extension Request Form. By the end of the walkthrough, you will have a completed request form that can be used with your project.

If you already have a Project, you can skip this step and move on to Step 2. If not, set up your project and Initial Form using the Getting Started tutorial.

Now that you have your Project, we are going to create a request form. Creating a request form uses the same workflow that you learned when creating an initial form, and uses the same drag-and-drop method. There aren't any restrictions on the form fields you can use in a Request Form.

Let's create a Deadline Extension Request Form.

After completing these steps, you have a form that lets a user input the Project they are working on and informs the organization of any requested changes to their deadline.

Once you have created the Request Form, you will need to add it to the project. Once the Request Form is integrated with the Project, you can set the criteria that will make the Request Form accessible to a submitter.

Your Request form is now live. In this case, the Deadline Extension Request form will appear to any submitters with an Accepted submission.

Availability Criteria determine which submitters will be able to see and use a Request Form. Each Request Form in your project can have its own set of criteria. If the submitter does not meet the criteria you set, they will not be able to view, edit, or access the Request Form.

For example, a "Deadline Extension" Request Form might only be visible to submitters with Accepted submissions, while a "Monthly Report" Request Form might only be accessible during the last week of the month.

There are three main criteria that can be set. You can select one, multiple, or no Availability Criteria.

If you select the Timeline Based criteria, the Request Form will only be available between the specified dates. This is useful for time-sensitive requests (such as monthly reports) and will apply to all submitters unless additional criteria are set.

Using a Submission Status Based criteria lets you limit the visibility of the Request Form to just those who have a submission with a certain status. Select that Status from the drop-down menu. Only submitters with a submission matching that status will see the Request Form. For more information on submission statuses, see When should I change the status of a submission.

The Label Based criteria will limit the Request Form access to only those submissions with the associated label. For more information on Labels, see How can I label submissions.

If you choose to use Availability Criteria, please note that all criteria must apply to a submitter before they gain access to the Request Form. This is especially important if you use multiple criteria.

As a general rule, the more criteria apply to a Request Form, the fewer submitters will have access to it.

Additionally, if a submitter no longer meets the set criteria, they will lose access to the Request Form and any saved work in the Request Form.

If your account has Collaboration enabled, submitters can collaborate on Request Forms.

Enable Collaboration on your form by checking the Enable Collaboration box as described in Step 2: Create the Request Form above. For more information on collaboration, see Collaboration for Submissions.

Completed Request Forms can be viewed, edited, and have their status updated from the Submission Details view.

From the Request Form Details view, you can change the status of the request, enable editing on the request, or download the request form response to a PDF by selecting the Actions drop-down menu.

Each Request Form has its own status independent of the parent submission's status. To set it, select the appropriate status from the Actions drop-down menu. When the applicant's status changes, you will be prompted to send an email to the Submitter, alerting them of the change in their status.

You can allow a Submitter to change their answers on an already submitted Request Form with the Open Editing option. When you select the Open Editing option from the Actions menu, you will be prompted to send an email to the Submitter, alerting them of the change in their Request Form. The Request Form will then be editable by the submitter.

By selecting Download from the Actions menu, you can download a .pdf copy of the completed Request Form.

Once your submitters begin to fill out Request Forms, you can track, update, and manage all of your Request Forms from a single location.

To access the Manage Requests view, follow these steps.

While on the Manage Request page, you will see a table of all of the requests that applicants have submitted. The table is organized into the following columns.

Click the box next to a specific request to select it, or click the box at the column header to select all request forms. Once a request form is selected, the following actions are enabled.

Select Send Message to open the Messaging dialog. There you can select a template to send to the submitter to gather additional information or inform them of changes.

By selecting the Action drop-down menu, the following options are available.