Use case: a logo request needs different details than a blog post. Each service has its own request form, so you collect the right brief from your clients before work starts.
The request form is what clients fill in when they submit a request for a service. You need to be a portal admin or admin to edit it.
Open a service's request form
Go to Services > All services.
Click the three dots next to the service and choose Edit request form. To build a form for a new service, click Create service instead and follow the steps until you reach Request form.
The Request form step has two tabs: Form body, where you build the form, and Conditions, where you show or hide fields based on answers.
Build the form
Every form starts with a title field. Clients use it to name their request, and the name is used everywhere in your portal. Click the label to rename it, for example to Project title.
Click Add item at the bottom of the form to add a field.
Click a field to edit it. Click its label to rename it.
Choose the field type in the dropdown next to the label.
For selection fields, click Add option to add choices.
Turn on Required if clients must answer it.
Changes to fields are saved as you make them. Click Save at the bottom when you're done to save the service.
Field types
Field type | Use it for |
Short answer | A one-line answer, like a size or a URL. |
Paragraph | A longer answer, like a project description. |
File upload | Logos, briefs or reference files. |
Single selection | One choice from a list. |
Multiple selection | Several choices from a list. |
Dropdown | One choice from a long list, shown as a menu. |
Date | A deadline or launch date. |
Rich text + image | An answer with formatting and images. |
Rich text | Instructions or information for the client. It has no answer. |
Faq | Questions and answers shown on the form, for example what file formats you deliver. |
Field options
When a field is selected, its toolbar shows the options that apply to its type:
Switch to image selection (picture icon): on Single selection and Multiple selection fields, show each option as an image card. Upload an image per option.
Duplicate: copy the field.
Repeatable (arrows icon): on Short answer, Paragraph, Date and Rich text + image fields, let clients add several answers, for example several sizes or addresses.
Billable (dollar icon): shows once a field is repeatable. Each extra item the client adds is charged at the service price. This only works with one-off services.
Remove: delete the field.
The three dots: Show help text adds a line of guidance under the label.
For more on repeatable, billable and dropdown fields, see Advanced request form fields: internal, repeatable, billable, dropdown.
Preview the form
Click Preview at the top of the form. It opens in a new tab as your clients will see it, with conditions applied. It updates as you edit.
Show or hide fields with conditions
Open the Conditions tab to show or hide a field based on an answer, for example show Banner sizes only when the client picks Banner. See How to use conditional rules for your request forms. Plan your fields first; conditions are easier to set up once all fields exist.
Save a form as a template
Templates save you from rebuilding the same fields for each service. They're shared across all services in your portal.
On the Request form step, click the three dots next to Preview.
Click Save as template.
Enter a Template name.
Click Save changes.
Import a template
On the Request form step, click the three dots next to Preview.
Click Import from template.
Find the template in the Template list. Click the arrow to preview its fields, then click Import.
Choose an import option:
Append: adds the template's fields after the ones already on the form.
Replace: replaces the current fields with the template's fields.
Click Confirm, then adjust the fields and click Save.
To rename or delete a template, click the three dots next to it in the Template list.
FAQ
Can I reuse a form for another service?
Yes. Save it as a template, then import it on the other service. You can also duplicate the whole service. See How to duplicate services.
Does changing the form affect requests already submitted?
The form applies to new requests. Answers on existing requests stay as they were submitted.