Creating Request Templates

Overview

Request templates can be used to simplify the request process.

Select the applicable tab for your edition of Responsive.

1. Click Requests from the left navigation pane. The Manage Requests page appears.
2. Click Create New. The request creation window appears with the following options:
  - Create new request
  - Creating Request from a template
  - Create a Template
Creating Template
1. Select Create a Template. The Template Library page appears with the list of available templates.
2. Click Create New to create a new template. The Create New Template pop-up appears.
3. Enter a name for the template.
4. Select the template type as Request from the dropdown list.
5. Add Tags, Owners. (Optional)
6. Click Create. The Summary page appears.
Summary
1. Specify a title and summary for the template. (Mandatory)
2. You can add an attachment by clicking the attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the attachments icon.
3. Click Next. The Questionnaire page appears.
Questionnaire

The Questionnaire page appears. You can add sections/questions from scratch or you can import them from an existing template and modify them if required.
1. Click Create Questionnaire. Two options appears:
  - From scratch
  - By importing template
Creating Questionnaire from Scratch
1. Select Create from Scratch. The Add Sections pop-up appears.
2. Specify the section name. (Each line will be added as a new section)
3. Click Add. You will be navigated to the Sections page where you can add section description and questions.
4. To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
5. 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.
6. Click Add to add questions to the section.
7. 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 Questionnaire by Importing Template
1. Select 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.
Note: 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.
1. The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
1. Once the sections/questions are added, click Done.
The newly created template will be displayed in the Template Library page. To edit a template, you can click on it and make the required modifications in the successive pages. To delete a template you can click the associated three-dot menu and select Delete.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.
1. Click Requests from the left navigation pane. The Manage Requests page appears.
2. Click Create New. The request creation window appears with the following options:
  - Create new request
  - Creating Request from a template
  - Create a Template
Creating Template
1. Select Create a Template. The Template Library page appears with the list of available templates.
2. Click Create New to create a new template. The Create New Template pop-up appears.
3. Enter a name for the template.
4. Select the template type as Request from the dropdown list.
5. Add Tags, Owners. (Optional)
6. Click Create. The Summary page appears.
Summary
1. Specify a title and summary for the template. (Mandatory)
2. You can add an attachment by clicking the attachment icon and then browse and upload the attachment. The count of attachments added will be displayed adjacent to the attachments icon.
3. Click Next. The Questionnaire page appears.
Questionnaire

The Questionnaire page appears. You can add sections/questions from scratch or you can import them from an existing template and modify them if required.
1. Click Create Questionnaire. Two options appears:
  - From scratch
  - By importing template
Creating Questionnaire from Scratch
1. Select Create from Scratch. The Add Sections pop-up appears.
2. Specify the section name. (Each line will be added as a new section)
3. Click Add. You will be navigated to the Sections page where you can add section description and questions.
4. To add multiple questions to the section, click Add Questions. The Add Questions pop-up will be displayed.
5. 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.
6. Click Add to add questions to the section.
7. 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 Questionnaire by Importing Template
1. Select 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.
Note: 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.
1. The template will be imported and the Questionnaire page appears from where you can add more sections/questions to the template.
1. Once the sections/questions are added, click Done.
The newly created template will be displayed in the Template Library page. To edit a template, you can click on it and make the required modifications in the successive pages. To delete a template you can click the associated three-dot menu and select Delete.