Summary: Request form templates in AXP (Alliants Experience Platform) are pre-configured forms that define the fields and information collected when creating specific types of requests. Templates ensure consistent data collection and can include required fields, dropdown options, date pickers, and text areas tailored to each request type.
Permissions Required: Roles required in AXP to view this information are Brand Administrators, Location Administrators, Operations Managers.
Request form templates standardise how information is captured for different service request types. They ensure staff collect all necessary details upfront, reducing back-and-forth and improving service delivery efficiency.
How Templates Work
When a user creates a new request in AXP, the form they see is determined by the request form template associated with that request type. Templates define which fields appear, which are required versus optional, field types (text, dropdown, date, number), default values and placeholder text, and conditional logic (show/hide fields based on selections).
Using Templates
When Creating Requests
Select the request type and the associated template will automatically load with the appropriate fields. Fill in the required information and submit.
Template Customisation
Brand Administrators can customise templates to match your property's specific needs. This includes adding custom fields, changing required fields, and setting up conditional logic.