• Need a request form for various types of requests in your company? Use a custom request to customize a workflow process in your company.
• Manage a workflow process in your company by customizing work-related, repetitive requests.

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Web

STEP 1 ) Go to Manage > Custom Request Types from the menu in Web Manager Mode. Click on + Add Custom Request Type.

STEP 2 ) Add a custom request type. You can add a customized request to reflect various types of workflows in your company.

• Custom Request Type Name : Enter the name of a custom request.
  
• Description : Enter a brief description of this type of request. The description will be shown when employees make a request.
  

Click on + Add Field to add a customized field to a form.
Completed field is reflected as one item that employees can respond when making a request. You can add multiple fields to create a form.

• Name : Enter the name of a field.
  
• Description (optional) : Enter a brief description of this field.
  
• Field Type : Select a field type to respond this field.
  

• Dropdown Values : This option only shows up when you choose a Single/Multi Select field type from ③. Enter choice options. (1 option per line)
  
• Required : Choose whether an answer is required for this item.
  
• Use PDF Extraction Feature : Choose to extract the request into PDF file.
  
• Use PDF Extraction Feature for Staff : Choose to allow employees to export custom requests as PDF files. Employees can download the PDF directly from the requests menu when documents such as certificates are required.
  
• Insert Images : You can insert images using image links. Use this option when you need to insert images such as company seals, company logos, or banners into a template. For detailed instructions, please refer to Example of Use ) Insert Images below.

Example of Use ) Insert Images

You can insert required images—such as a company seal, logo, or banner—into a template.
Add images at the desired location using an image URL.

Example ① Using an Image from Google Drive

1) After uploading the image, change the sharing settings to ‘Anyone with the link’ and ensure that external access is enabled.
2) Click ‘Copy link’ to copy the image URL.

3) From the copied URL, extract and copy only the portion highlighted in bold (the Image ID)
https://drive.google.com/file/d/Image ID/view?usp=sharing

4) To ensure the editor can recognize the image, append the copied Image ID to the URL format below to create the final link. https://drive.google.com/thumbnail?id=Image ID

5) Click the image icon, paste the completed URL, and click “Insert” to add the image.

Example ② Using an Image Hosting Service

1) Upload the image via an image hosting service and review the provided HTML URL.
2) From the HTML URL, copy only the URL inside the quotation marks (" “) within the img src=” " attribute, as shown below.
3) Click ‘Image icon > Paste the copied URL > Insert’ to add the image.

After inserting the image, you can adjust its size and position using the image editor.

After saving the changes, a custom request type will be added as below. Use this feature to customize the approval workflows of your company.

Custom Request Example

If you set a custom request as suggested, the result will be shown on the mobile app as below.
To create a custom request, see Create Custom Request.

• Custom Request Setting

• When Using the Custom Request