Create Request Type

Basic Information
Use an emoji or icon character
Inactive request types won't be available for new requests
Form Setup
Automatically create a basic form definition that you can customize later
Advanced Configuration (Optional)
JSON configuration defining approval rules and workflows
JSON configuration defining notification rules
JSON configuration for integrating with external systems
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Tips & Best Practices
Naming Convention
  • Use descriptive, action-oriented names
  • Be specific about the type of request
  • Consider the end-user perspective
Icon Selection
  • Use relevant emojis or symbols
  • Keep it simple and recognizable
  • Consider accessibility
Category Assignment
  • Choose the most appropriate category
  • Categories help with organization
  • Users can filter by category
Common Icon Examples
📊
Reports
🔧
Maintenance
✨
Features
🐛
Bugs
🔐
Security
💡
Ideas