Creating Request Templates

Overview

You have three options when creating requests:

• Create Request: Let's you create requests from scratch.
• Create from Template: Let's you create requests from templates.
• Create Template: Let's you create request templates.

This article explains how to create requests from templates.

Creating Request Templates

1. From the Requests page, click Create New and select Create Request Template.
   
2. The Template Library page appears with the list of available templates. Click Create New to create a new template.
3. The Create New Template pop-up appears. Do the following as necessary:
   1. Enter a name for the template.
   2. Select Request from the Template Type drop-down list.
   3. (Optional) Add tags and owners.
4. Click Create. A success message appears.
5. The Summary page appears. Do the following:
   1. Specify a title and summary for the template (mandatory).
   2. Add any attachments by clicking the Attachment icon and then browse and upload the attachment.
      Note: The count of attachments added is displayed adjacent to the Attachments icon.
6. Click Next.
7. The Questionnaire page appears. Create a questionnaire from scratch or import one from a template:
   • Creating questionnaires from scratch:
     1. Click Create from Scratch. The Add Sections pop-up appears.
     2. Specify the section name (each line is added as a new section).
     3. Click Add to go to the Sections page where you can add section description and questions.
        • To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
        • You can add each new question in a new line. Specify the Answer Header, select the Answer Type, and mark if the question is mandatory.
     4. Click Add to add questions to the section.
     5. To add a single question to the section, click Add New Question. The question fields will be displayed.
        Note: For questions, you have options to select from these answer types: Basic Rich Text, Full Rich Text, Date, Dropdown, Radio, Checkbox, File Attachment, Scale, Table, and Label.
   • Creating questionnaires by importing templates:
     1. Click Import from Template. The Import Template pop-up appears with the list of available templates.
     2. Select the checkbox associated with the required template and click Import.
        • To preview a template, click on the required template. The Section Preview pop-up appears from where you can view the questionnaire within the template.
        • The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
8. Click Done. The newly created template is displayed in the Template Library page.
   • To edit a template, click it and make the required modifications in the successive pages.
   • To delete a template, click the associated three-dot Menu and select Delete.