Only Owner can manage custom request types. This feature is available starting from Standard plan.

• Need a request form for various types of requests in your company? Use a custom request to customize a workflow process in your company.
• Manage a workflow process in your company by customizing work-related, repetitive requests.

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Web

STEP 1 ) Go to Manage > Custom Request Types from the menu in Web Manager Mode. Click on + Add Custom Request Type.

STEP 2 ) Add a custom request type. You can add a customized request to reflect various types of workflows in your company.

• Name : Enter the name of a custom request.
  
• Description : Enter a brief description of this type of request. The description will be shown when employees make a request.
  
  
  

STEP 3 ) Click on + Add Field to add a customized field to a form.
Completed field is reflected as one item that employees can respond when making a request. You can add multiple fields to create a form.

① Field Name : Enter the name of a field.
② Field Description (optional) : Enter a brief description of this field.
③ Field Type : Select a field type to respond this field.

④ Dropdown Values : This option only shows up when you choose a Single/Multi Select field type from ③. Enter choice options. (1 option per line)
⑤ Required Option : You can choose the field to be required or optional.

After saving the changes, a custom request type will be added as below. Use this feature to customize the approval workflows of your company.

Custom Request Example

If you set a custom request as suggested, the result will be shown on the mobile app as below.
To create a custom request, see Create Custom Request.

• Custom Request Setting

• When Using the Custom Request