How to configure a Requisition Process

Prompt Support Updated by Prompt Support

Permissions Required: Prompt Admin

To configure your Requisitions go to Admin -> Manage Organisations and select Edit at the name of your organisation and go to the Requisition Process tab. 

Here, simply change the Enable Requisitions slider to on.

Requisitions enable a greater control in which documents are added in your organisation. When enabled every time a new document is added or an existing document is checked-out, the approval of a user with the Requisition Approval permission will be required.

It is possible to have more than one user with a Requisition Approver role in an organisation. See the article How to manage user permissions for further information.

Form builder instructions

To add a new question, select the element you wish to add and drag it to the form.

The element will be added between the existing elements in the form.

Select the three lines icon at the left to reorder questions in the form.

To Remove an unwanted question, use the trash can icon.

You can mark a question as Mandatory by enabling the Required slider.  When enabled this question must to be answered before submitting the form.

  • Section: A group of questions. A form may have multiple sections.
  • Single Line: A question requiring an answer in a single line.
  • Text Area: A question requiring an answer using short text with multiple lines.
  • Date: A question requiring a date as an answer

  • Radio: Provides multiple choices but only one choice can be chosen. 

To add new options in a radio question, select Add Option. 

To delete an option select the Trash can icon to the right side of the unwanted option.

  • Checklist: A series of multiple boxes where more than one box may be checked in each checklist component. If mandatory, at least one box must be checked.

To add new options in a checklist, select Add Option. 

To delete an option select the Trash can icon to the right side of the unwanted option.

  • Notes: Used to add additional text.  

  • File Attachments: Used to upload a file or multiple files to the form.

Example Form:

How did we do?

How to configure a Submission Process

How to add/edit a Department

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