NOTE: Requests are a feature available in accounts which have paid for them.
Understanding Requests
A Request is a user's wish to add a record. This is usually a request for a new Contract, but can also be an amendment or addendum to an existing Contract record or even a new Contact or Organization record.
Part 1: Design the form
From the homepage, click
to access the Application Settings. Select 
from the Application Settings menu.Select Request from the Object Types drop-down.
Select
.Click the
, enter a name for the new request form in the blank space on the new row, select the appropriate Object Type (Contact) from the dropdown and click 
.Again, select
from the Application Settings menu.Select Request from the Object Types drop-down.
Click on the new request name you entered in Step 4.
Fill out the Request Detail fields.
Form Title. This is a text entry field. Your title will appear in the title bar.
Allow Full Users to Submit Own Requests. Turn ON or OFF as needed.
Submit Button Label. This is a text entry field. Enter the label that the submitter will see on the submit button.
Contact Type. This is a drop-down field with variable selections. Select the type of contact the request form will be used for. If the chosen Type is different than the default, select one of the following options: Reset to the {contact type} layout OR Keep the current layout.
Click
.You may now begin designing the form by adding sections, placing fields on the layout, rearranging sections, etc. Click the following Type Manager Knowledge Base topics links for more details:
11. When finished designing the form, click 
.
Part 2: Enable access to the form within organizational roles
Select
from the Application Settings menu.For each organizational role that should have access to the form, click the PERMISSIONS button.
Scroll to the Request section.
Click the Add/Edit radio button next to the new form. Or, in the header labeled ‘Set all to’, click Add/Edit.
Click
.