Configure questions for project requests 5.0.5

If you have given any groups 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

  1. Navigate to Cog menu  > Apps.
  2. Locate the Delegated Project Creator section in the left sidebar and select Project Request Settings to display the Configure Project Request Settings page.
  3. 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. 
    5. Click Add to save the new question.
    6. Duplicate questions can not be added.

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

Edit an existing question

From the Request Questions tab:

  • Hover over the Question field of an existing Question and click the pencil icon () to edit the Question inline.
  • Hover over the Type field of an existing Question and click the pencil icon () to edit the Type inline.
  • Hover over the Values field of an existing Question and click the pencil icon () to edit the Values inline.
  • Hover over the Required field of an existing Question and click the pencil icon () to edit the Required inline.
  • Click Update to save your changes or Cancel to discard your changes.

Delete an existing question

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


Need more help? Contact our support team.