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Configurations - Intake
Configurations - Intake

How to customize and publish your Request Forms.

Rebecca McDougall avatar
Written by Rebecca McDougall
Updated over a week ago

In Cognota, you’ll be able to customize the Request Forms which will be used to submit or input new requests from your Learning or Business Users.

To customize your Intake settings and forms, navigate to Settings, then select Configurations, then Intake.

Under the Intake > General section, you'll be able to customize the Intake Portal.

You can rename the label "Learning Request Portal" to something custom. This will be visible when learning team or business users are submitting a request.

Here, you can also upload a logo as well as a portal image which will appear on the page when users access the request portal using the portal link. A Preview of what these images will look like in your portal landing page is shown on the right.

You'll also be able to choose whether Business Users should be able to see requests submitted by others on their team.

If you'd like Business Users to see all requests submitted by their team, keep this toggled to On.

If you would like requests to only be visible by your Learning Team users, toggle this to Off.

Under the Intake > Request Forms section, you can start to customize your Request Forms.

1. Select Add Form.

2. You'll then be able to customize the Form Summary including the Form Title, Request Type, Business Unit, Default Request Owner, and Description.

The Form Title is the name of the form that will appear when someone is selecting what type of request to make.

The Request Type classifies what type of Request the form should be categorized under.

The Business Unit defines which business units will be able to view, fill out, and submit this type of request.

The Default Request Owner(s) are the people that should be notified when a new request has been received using this form and will be the individuals responsible for reviewing and actioning the request.

The Form Description is an overview of the form that will appear when requesters are choosing the type of request they wish to fill out.

3. Next, click on Form Design. You'll see that this section has three tabs: General Information, Request Details and Internal Information.

For General Information, these are the fields that the Requestor will start by filling out. Many of these fields are hardcoded like Request Title, Business Unit, and Requester Name, but you'll also have the option to add additional questions by clicking Add Question. Most of your custom questions we'd recommend adding in the next tab, Request Details.

In Request Details, you'll be able to add your custom questions that the Requestor will be responsible for populating.

You can use any of the following question types:

  • Text Field

  • Dropdown

  • Radio button

  • Checkbox

  • Toggle

  • URL

  • Numeric Field

  • Date Field/Range

  • File Upload

  • Range

The last tab is Internal Information. These are custom questions that your Requestors will not see, but instead can be populated by your team after the request has been received. You can use the same question types referenced above.

4. Once you have customized and saved your Form questions, the final step is to publish your form! Select the Form from your list of Request Forms and toggle the Publish button. This will make the Form visible in your list of request forms when your Learning Team or Business Users are submitting a request.

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