How can I create new fields in a request form?

How can I create new fields in a request form?

In stand-alone requests, you can create any drop-down field you need.
To do that, open the approval matrix of the respective stand-alone workflow:

Click on “Add field” and type in a name for the new field:

In the approval matrix, you can create additional entries for that field and set up rules for Approvers based on the conditions pre-set in these fields. You need to select “matches” or “does not match” and add all possible values in the created field:

Please note: all fields set up in the approval matrix will be available in the request form, so Requesters will be able to choose any of the values pre-set in the matrix.

Please note: fields and values will be sorted in alphabetical order, irrespective of the order of their creation.

When you're finished with creating new fields, click on “Done” and activate or update your approval workflow.

The following illustration shows how the newly created fields are displayed in the request form:



    • Related Articles

    • How can I set up an approval workflow for travel requests, and how do I create a travel request?

      ApprovalMax also supports other types of workflows, e.g., for the approval of contracts or travel requests. This is how you can set up a workflow for travel requests: Click on the "CREATE" button to create a new workflow: Add Requesters and ...
    • Stand-alone getting started guide

      What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
    • How can I test a stand-alone solution?

      Please follow the steps below to test a stand-alone solution: Navigate to the main menu  in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...
    • How can I create a Purchase Order in ApprovalMax?

      To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar:  In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
    • How to create QuickBooks Online Bills for approval in ApprovalMax

      There are several options for creating Bills which are then run through the approval workflow in ApprovalMax. Each one has advantages as well as disadvantages, depending on your business needs. Among them:  NOT SUPPORTED: Pulling Bills from ...