Request forms Available in ProofHub+

ProofHub request forms help you gather requests from clients and external users who are not part of the account. The submitted requests are automatically added as tasks in the selected project.

Add request forms
Share request forms
Manage request forms

Add request form:

  1. Click on the Manage dropdown from the top right corner of the screen.
  2. Select the Request forms option from the drop-down.

  3. On the next screen, click on add option to add a new form.

  4. The ‘add request form’ window will open. Fill in the following details.
    • Title – Add a title for the request form.
    • Description – Mention details about the request form like the purpose of the form, etc.
    • Project – Select a project from the Project drop-down. The submitted request will be added as a task in the selected project. 
    • Tasklist – Select a task list from the tasklist drop-down. The submitted request will be added as a task in the selected task list.
    • Labels – Select one or multiple labels from the labels drop-down. The selected labels will be attached to the submitted task. 
    • Redirect URL – Once a user submits a request they will be redirected to the mentioned URL.
    • Add: Click on add to create the form.

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. Once a request form is created, click on the ‘Form link/code’ option on the right.
  2. The Form link/code screen will open. Copy the form link and share it on your website or with users you want to receive requests from.
  3. Clicking on the link will open the form in the user’s browser window.
  4. 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 to 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 the 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 a 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 the estimated time of the task.

Edit request form

  1. Right-click on the request form and select the Edit option.
  2. Make the required changes in the ‘Edit request form’ window and click on update.

Delete request form

  1. Right-click on the request form and select the Delete option.
  2. Click Yes in the confirmation window and the request form will be deleted.

Disable/Enable request form

  1. Right-click on the request form and select the Disable requests option.
  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.

A user with 'manage request forms access' can create, edit and delete Request forms. However, any user (external or internal) can submit requests through a request form.

Need more help?

- Can't find the answer to your questions? Contact ProofHub Support
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