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.

Procedure

  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
      Label
      Enter the name or title of the form element.
      Type
      Select the subheading font size you require.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    2. (Optional) Configure Paragraph options.
      Paragraph
      Content
      Enter the content that you require.
      Type
      Specifies the paragraph formatting required. Choose one of the following: paragraph, address, block quote, canvas, or output.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    3. (Optional) Configure Text field options.
      Text field
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
      Max Length
      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
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
      Max Length
      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
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Inline
      Select the check box to display multiple check box options in a line.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Options
      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+
      Add additional option choice elements.
    6. (Optional) Configure Radio button group options.
      Radio button group
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Inline
      Select the check box to display multiple radio button options in a line.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Options
      If you want to pre-fill the options, select a radio button. Enter a name or title for each radio button option.
      Add Option+
      Add additional option choice elements.
    7. (Optional) Configure Drop-down options.
      Drop-down
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Placeholder
      Enter hint information that is displayed in the field. For example, Enter text here or Explain the incident.
      Class
      Specifies advanced customization options. For more information, contact technical support.
    8. (Optional) Configure Date field options.
      Date field
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Class
      Specifies advanced customization options. For more information, contact technical support.
      Value
      Used to specify a default value for this field in the form.
    9. (Optional) Configure File upload options.
      File upload
      Required
      Select the check box to make completing this form element mandatory.
      Label
      Enter the name or title of the form element.
      Help Text
      Enter help text to display when is clicked in the form.
      Class
      Specifies advanced customization options. For more information, contact technical support.
  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 1: Example video request form
  9. Click Save to apply your changes.
  10. Click to activate your request form.