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If you have given any groups the the permission to request projects, you may want to define questions that must be answered when requesting that a project be created. These questions can be any of the following question types:

  • Text (single line text entry)

  • Text box (multi line text entry)

  • Select (dropdown)

Add new question

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  1. Navigate to Cog menu Image Modified

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  1.  > Apps.

  2. Locate the Delegated Project Creator section in the left sidebar and

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  1. select Project Request Settings

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  1.  to display the Configure Project Request Settings page.

  2. From the Request Questions tab:

    1. Enter the text for the question.

    2. Select the question type (Text, Text box, or Select).

    3. Enter the following:

      1. For Text and Text box question types, the value you enter becomes the default value.

      2. For Select question types, the value indicates the options to be displayed in the dropdown. One option should be specified per line.

    4. Toggle the switch in the Required column to indicate if a question is required when a user submits the project request. A green checkmark indicates a required question, and a grey X indicates an optional question. By default, each question is optional. 

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    1. Click Add

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    1.  to save the new question.

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    1. Image Added

Use drag and drop (Image Modified) to re-arrange these questions in any order. The same order is reflected in the the Request New Project screen screen.

Edit an existing question

From the Request Questions tab:

  • Hover over the Question field of an existing Question and click the pencil icon (Image Modified) to edit the Question inline.

  • Hover over the Type field of an existing Question and click the pencil icon (Image Modified) to edit the Type inline.

  • Hover over the Values field of an existing Question and click the pencil icon (Image Modified) to edit the Values inline.

  • Hover over the Required field of an existing Question and click the pencil icon (Image Modified) to edit the Required inline.

  • Click 

    Click Update

     to

     to save your changes

    or 

    or Cancel

     to

     to discard your changes.

Delete an existing question

From the Request Questions tab, click the the Delete button  button next to an existing Question to delete that question.