> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Build a Request Form

A Request Form can be used to gather the information you need about a client's request, so you do not have to ask for it later in the conversation. Every request type can have its own form. To set it up, go to the **Request form** tab of the type in **Settings › Requests › Request types**.

## Add the fields and save the form

1. Open **Settings › Requests › Request types**, select a request type and open its **Request form** tab.
2. Add a field for each piece of information you need before you can start.
3. For a free-text field, add a placeholder that shows what kind of answer you want.
4. For a field where the client picks an answer, add the **Choices**, one per entry. Choices give you answers you can filter and act on; a text field gives you a paragraph to read.
5. Add a file field if the client has to attach something. The files appear on the request and in **Files**.
6. Mark a field **required** if the client must not submit the form without it.
7. In **Form settings**, set the look: **Logo alignment**, **Buttons colors**, **Buttons alignment**, the **Submit button label**, a **Background color** and a **Background image** (JPG, PNG, GIF or WEBP, up to 1 MB).
8. Check the form in **Preview**, which updates while you edit, and select **Save**.

![The Request form tab (1) shows the form's fields, Form settings (7) sets its look, and Preview (8) shows it as the client sees it.](https://getzendo.io/wp-content/uploads/2026/11/kb-q2-form-builder-v2.webp =639x465)

![Selecting a field opens its settings. You can make it required (6) and edit its choices (4), and the plus button (2) adds a new field below it.](https://getzendo.io/wp-content/uploads/2026/11/kb-q2-field-settings-v2.webp =639x465)

![The plus button (2) lists the field types you can add.](https://getzendo.io/wp-content/uploads/2026/11/kb-q2-add-field-v2.webp =412x362)

## Form logic shows each question only to the clients it applies to

On the **Form logic** tab, a rule shows or hides fields based on an earlier answer. One request type can then cover several kinds of request: you ask first what the request is about, and then show only the questions for that answer. A field that a rule hides does not stop the client from submitting, even when it is required. See [Show or hide form fields with form logic](https://help.getzendo.io/en/article/show-or-hide-form-fields-with-form-logic-1gh85fu/).

Stand-alone Intake Forms use the same builder; Order Forms on services have a simpler builder of their own. See [Add an Order Form to a service](https://help.getzendo.io/en/article/add-an-order-form-to-a-service-1ag3b1d/) and [Send an Intake Form to a client](https://help.getzendo.io/en/article/send-an-intake-form-to-a-client-1pgejux/).

## A purchase can put the same form in a new request

A service can create a request when a client buys it. **Request form handling** on that service decides what happens to the form: with **Skip form**, the request is created without it; with **Send form after purchase**, the form waits for the client inside the new request. See [Decide what happens after a purchase](https://help.getzendo.io/en/article/decide-what-happens-after-a-purchase-kdi63s/).

## Related

- [Show or hide form fields with form logic](https://help.getzendo.io/en/article/show-or-hide-form-fields-with-form-logic-1gh85fu/)
- [Create a request type](https://help.getzendo.io/en/article/create-a-request-type-pucu6t/)
- [Add custom fields to a request](https://help.getzendo.io/en/article/add-custom-fields-to-a-request-1qrhajr/)
- [Take requests from people without an account](https://help.getzendo.io/en/article/take-requests-from-people-without-an-account-pcoofh/)
- [Decide what happens after a purchase](https://help.getzendo.io/en/article/decide-what-happens-after-a-purchase-kdi63s/)