Summary: This article provides instructions on how to create and manage Request Forms within the Alliants Experience Platform (AXP). Setting up Request Form Fields at the Brand level first ensures consistency across all properties.
Permissions Required: To complete the steps listed below, you must have the Brand Admin role assigned within AXP.
1 Creating a New Request Form
1. Navigate to Settings in the left hand side menu
2. > Brand > Request Forms.
2. Under the Brand tab select Request Forms.
3. Fill in the necessary fields with the required information.
Request Defaults:
Default Option | Description |
Profile Required | When enabled will make selecting a guest profile a mandatory field when making a request |
Vendor Required | When enabled will make selecting a Vendor a mandatory field when making a request |
Add to conversation | When enabled this will show a request notification in the conversation - visible only to users on AXP |
Show on itinerary | When enabled this will show the request on the itinerary |
Auto-populate time | When enabled this will fill in the current time automatically at the time of making the request |
2 Configuring Request Form Fields
When creating or editing request forms, you can add new fields for profile, request, and billing details. A full list of available fields can be found here: Comprehensive List of Request Form Fields
3 Showing Fields on a Guest's Digital Itinerary
Some fields may be hidden from the guest itinerary by default. These fields are marked with a lighter colour and a crossed-out eye icon.
To make a field visible on the itinerary:
1. Navigate to the Settings in the left hand side menu.
2. Under the Brand tab select Request Forms.
3. Edit the request form:
(i) Select the field name you want to make visible.
(ii) Tick "Show on itinerary".
⚠️ It is essential to set up the Request Form Fields first at Brand level and then decide the relevant ones for each property.