Cognota

This guide provides an overview of the request management process, from creating forms to reviewing insights.

Request Management

Build request forms with the Dynamic Form Builder, configure fields and conditional logic, add pages, and activate forms for requesters.

Create and configure request forms

See which requests each role can view, and fix the most common reasons a request is missing from your Requests list.

Find requests and check who can see them

This resource is a helpful way to think through your intake process.

Intake Planning Worksheet

Request Form Question Bank

How to Invite Users to Submit Requests.

How to Submit a Request

Reviewing Intake Requests

Reviewing Insights for Your Requests

Creating Projects from a Request

How to Use Approval Workflows for Requests

Linking Requests to Projects

Rebecca McDougall

Asia Ali

REQUESTS

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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