Page Comparison

To record additional information while creating projects and requests, you can attach the custom form to both project and request levels.

Project level Request Form

• Navigate to the Project → Create/Edit → Custom Fields Form → Once Project is created → Click on ‘Custom Fields’ button → Select the form that you wish to see while creating requests. You can create this form via the 'Forms' tab. Refer to 'Forms' for more details. 

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• Once the form is selected and project is approved. Create ‘Request’ using ‘Create request’ button. As you can see, the Custom field: 'Specimen Addition Details’ on create page. 

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System level Request Form

• Navigate to the 'Forms' → Create a form → Attach it at the ‘Service Request Custom Field’ level. Refer to 'Forms' for more details. 

• In the below image, you can see the custom field which is part of the form attached to the 'Service Request Custom Field’ level.