We have many resources to help you create a form (please see our Building & Editing Forms collection).
If you need help deciding what kind of form, check out: What are WorkBright's Different Form Types? For people who need help with mapping their text editor forms, use: Mapping to a Text Editor Form.
In some cases, you may need our team to help you with that build or update/fix to an existing form. If you are working on updating multiple forms, submit separate requests for each form to ensure accuracy and efficiency.
For example, if you encounter technical glitches with PDF forms, such as being unable to fill out or sign a form even after trying different browsers and clearing your cache, this may indicate that the form needs to be edited by WorkBright's forms team.
Another scenario where you might need to contact the forms team is if you need to transfer an existing form to a different section or subdomain within WorkBright. This process does not require resubmitting the form but can be requested through the ticketing system.
If that is your case, you can follow the steps below to submit your form request.
Note that for transferring an existing form, you do not need to resubmit it from scratch. Instead, you can request an edit through the ticketing system.
Click the Chat Icon
Locate the chat icon on the bottom right-hand side of your screen and click on it.
Select “Custom Form Request”
Under “Create a Ticket,” choose “Create a Ticket Custom Form Request.”
Fill Out the Form
You’ll be prompted to complete a short form. Please include the following details:
Request Type: Select whether this is a Fix, Update, or New form request.
Form Name: Enter the exact name of the form you're referencing.
Expedite Option: Indicate if you'd like the form expedited for an additional fee.
Subdomain: Provide the subdomain where the form should be placed.
Multiple Forms: If you are updating multiple forms, create a separate request for each form to streamline the process and reduce errors. If you require expedited processing for your form request, you can select the "Expedite Option" when creating the ticket.
Note that this may incur an additional fee. For each field, ensure that the information provided is accurate and complete to avoid delays in processing your request.
Once your forms are complete, our Forms Coding Manager will reach out to let you know that they are ready for you to test and assign. Before assigning, please test the functionality to ensure all fields have been correctly implemented and coded. Ensure that all fields are functioning as intended and that the form aligns with your requirements. If any issues are identified, contact the forms team for further assistance.### FAQs and Additional Tips
For form transfers, the timeline is typically short, and the forms team will follow up promptly once the transfer is complete.
Do I need to close the chat to request a custom form? No, you can request a custom form without closing the chat. Simply return to the home screen in the chat box and select "Create a Ticket Custom Form Request." Additionally, the forms team will confirm receipt of your request via email and may contact you for additional information if needed. After testing, communicate any issues or required changes directly to the forms team to ensure the form meets your needs.
Use the expedite option only if the transfer is urgent. This ensures that resources are allocated efficiently.
You do not need to resubmit an already approved form: Simply request the necessary edit through the ticketing system.