Manage Custom Request Types
Updated At: 2026-01-28
- 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.
Note
• You can manage custom request types in web manager mode.
• Sending a create custom request is only available on the mobile app for now.
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.
Field Type
• Text : You can respond in text format.
• Number : You can respond in number format.
• Date : You can select a date from the list.
• Checkbox : You can tap to respond.
• Select : You can select only one option from the list.
• Multi Select : You can select multiple options from the list.
- 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 message template. Paste the image link and click ‘Insert’ to add the image.
💡 Note
- You can use an image link only if the image is publicly accessible. To get an image link, right-click the image and select 'copy image address'.
- To place an image next to text, select display > inline in the image editor. The inline option aligns the image on the same line as the text.
After saving the changes, a custom request type will be added as below. Use this feature to customize the approval workflows of your company. 
💡 Note
If a custom request type is no longer in use, you can manage it by using 'deactivate custom tequest types' feature.
- Select custom request types you want to inactivate from the list and click 'deactivate all'
- You can view inactive request types in 'show inactive custom request types' and delete them if necessary.
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
Note
• You can apply Approval Rules for a custom request.
• To approve or reject the request, see Manage Requests.