Creating request forms

System administrators can create request forms in Genetec Clearance™ to ensure compliance with corporate standards when managing requests. These request forms can be customized and are used to gather additional information specific to your organization and the approval workflow.

What you should know

  • Users or groups in the Manage forms security policy can create or modify request forms. System administrators is the default value for the policy.
  • Only one request form can be active at a time.

To create a request form:

  1. Click Configurations > Request forms .
  2. Click .
  3. Enter a Name and Description for the request form.
  4. Drag form elements from the list into the Editor pane and move to the required position in the form.
  5. Click in each form element to modify the form contents and options.
    1. (Optional) Configure Header options.
      • Header: Click to hide description
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Type: Click to hide description
          Select the subheading font size you require.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
    2. (Optional) Configure Paragraph options.
      • Paragraph: Click to hide description
        • Content: Click to hide description
          Enter the content that you require.
        • Type: Click to hide description
          Specifies the paragraph formatting required. Choose one of the following: paragragh, address, blockquote, canvas, or output.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
    3. (Optional) Configure Text field options.
      • Text field: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Placeholder: Click to hide description
          Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
        • Value: Click to hide description
          Used to specify a default value for this field in the form.
        • Max Length: Click to hide description
          Specifies the maximum number of numeric characters in the field. For example, you could specify 50 characters or you could set field length to match a use case like badge number length.
    4. (Optional) Configure Text area options.
      • Text area: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Placeholder: Click to hide description
          Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
        • Value: Click to hide description
          Used to specify a default value for this field in the form.
        • Max Length: Click to hide description
          Specifies the maximum number of numeric characters in the field. For example, you could specify 50 characters or you could set field length to match a use case like badge number length.
    5. (Optional) Configure Check box group options.
      • Check box group: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Inline: Click to hide description
          Select the check box to display multiple check box options in a line.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
        • Options: Click to hide description
          If you want to pre-fill the options, select one or more check boxes. Enter a name or title for each check box option.
        • Add Option+: Click to hide description
          Add additional option choice elements.
    6. (Optional) Configure Radio button group options.
      • Radio button group: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Inline: Click to hide description
          Select the check box to display multiple radio button options in a line.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
        • Options: Click to hide description
          If you want to pre-fill the options, select a radio button. Enter a name or title for each radio button option.
        • Add Option+: Click to hide description
          Add additional option choice elements.
    7. (Optional) Configure Drop-down options.
      • Drop-down: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Placeholder: Click to hide description
          Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
    8. (Optional) Configure Date field options.
      • Date field: Click to hide description
        • Required: Click to hide description
          Select the check box to make completing this form element mandatory.
        • Label: Click to hide description
          Enter the name or title of the form element.
        • Help Text: Click to hide description
          Enter help text to display when is clicked in the form.
        • Class: Click to hide description
          Specifies advanced customization options. For more information, contact technical support.
        • Value: Click to hide description
          Used to specify a default value for this field in the form.
  6. (Optional) Click to copy a form element.
  7. (Optional) Click to remove a form element.
  8. Click Preview to see a rendered version of your request form.

    Figure: Example video request form

  9. Click Save to apply your changes.
  10. Click to activate your request form.