Articles on: Requests & workflows

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.


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.


The plus button (2) lists the field types you can add.


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.


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 and Send an Intake Form to a client.


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.



Updated on: 09/11/2026

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