Request forms Available in ProofHub+

With request forms, one can enable their clients, whom they don’t wish to add to their ProofHub account, to send their requests for work they want to get done. These requests will automatically appear as tasks which one can work on.

Add request form:

  1. Click on Manage dropdown from the top.
  2. Select Request form from the drop-down.
    request form
  3. On selecting it, you will reach Manage request form screen.
  4. Click on Add button to open Add request form window.
    add request from
  5. You get the following fields:
    • Title – Mention the title of the request form which will appear on top when one accesses it to send their requests.
    • Description – Mention details about the request form like the purpose of the form, etc.
    • Project – It is a drop-down from which you can select a project in which you wish that the task should get added each time the request form is submitted.
    • Tasklist – It is a dropdown from which you can select the tasklist in which you wish the task should get added each time the request form is submitted.
    • Labels – It is a dropdown field from which you can select a label which you wish should get assigned to the task which gets added each time the request form is submitted
    • Redirect URL – In it you can mention the URL to which the person submitting the request form will be directed to.
    • Buttons: Add, Cancel

Note:

  • By default, whenever a form is created its option to submit requests via this form is enabled.
  • The title, project drop-down and task list dropdown are mandatory fields.
  • Only active projects and active tasks lists will appear in the drop-down.

Share request form

  1. Click on Manage dropdown from the top.
  2. Select Request form from the drop-down.
    request form
  3. On selecting it, you will reach Manage request form screen.
  4. You’ll see all existing request forms there.
  5. On hovering over a request form, you’ll see an option Form link/Code.
    share form
  6. On clicking it, a screen will open with heading Form link/code containing a link and HTML code of the form.
    request link html
  7. In case you wish to share the link then you can copy the link and send to those you want to be able to submit requests. They can click on the link and the form will open in a tab of the browser.
  8. In case you don’t wish to share any link then you can embed the HTML code in your website and ask your clients to fill the form embedded in your website each time they wish to submit requests.

Note:

  • If you share the link then you won’t be able to add additional parameters to it in case you want the client to provide their values as well. These parameters can be of any type like job id, etc.
  • If you use the HTML code to embed the form in your website then you can customize it and add additional parameters in it. You can add these parameters either in the area that we’ve specified in the HTML i.e.

    <!– Extra params –>
               <!–tr>
                   <td colspan=”2″><label>Job id:</label></td>
               </tr>
               <tr>
                   <td colspan=”2″><input class=”form-control” type=”text” name=”ph-field-extras[Job-id]” /></td>
               </tr–>
         
    <!– // Extra params →

    or you can add it anywhere in the HTML. In case you do it then please ensure that you don’t change the field mentioned in between <!– REQUIRED | Do not change –> and <!– // REQUIRED | Do not change –> as they are mandatory fields. The parameters added will appear as part of the description of task only.
  • If you use names of parameters similar to those mentioned in our API document then data will be filled in the respective field. For example, you wish to add estimated time and you used field name similar to what is mentioned in our API then when one fills value for it via request form then it will appear as estimated time of the task.

Edit request form

  1. Either right-click on the request form or click on its context form.
  2. Select Edit option from the context menu.
    edit request form
  3. On clicking Edit, the Edit request form window will open.
  4. It will contain all fields present in “Add request form” and they all be prefilled.
  5. On clicking Update button all changes made will be saved.

Delete request form

  1. Either right-click on the request form or click on its context form.
  2. Select Delete option from the context menu.delete request form
  3. A confirm window will appear in which you can click on Yes to confirm the deletion.

Disable/Enable request form

  1. Either right-click on the request form or click on its context form.disable requests
  2. If requests are enabled then you can click on Disable requests option to stop accepting requests from the form else if requests are disabled then you can click on Enable requests option to allow requests to reach ProofHub.

Go to tasklist

  1. Either right-click on the request form or click on its context form.
  2. Select Go to tasklist option from the context menu.
    go_to_tasklist
Need more help?

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