Requires the following role: Owner
Overview
As an Owner, you can customize a purchase category's request form by adding custom questions. These questions help gather specific information needed for your organization's procurement process.
Adding a Custom Question to a Request Form
- In Settings → Purchase Categories.
- Select the request form you want to edit within the category.
- Click the ellipsis […] and select Edit Form.
- Scroll to the appropriate section and click Add Question.
- Choose whether to make the question conditional by selecting Show this question when specific conditions are met. For details, see [Setup Conditional Questions in a Request Form].
- Select the question type from the dropdown. For a list of supported types, see [Question Types].
- Fill out the remaining fields. All required fields are marked with a red asterisk (*).
- Click Save to apply the changes.
Additional Resources
For more information on customizing forms and workflows, check out these articles: