Requests

Requests provide structured internal intake for work such as leave, expenses, assets, IT support, travel, or document requests. Administrators define the form once, while team members submit and track individual requests.

Work with requests

Open Requests from the Operations section. The page has these standard tabs:

Tab	Purpose
All requests	All requests the current user is allowed to see
My requests	Requests submitted by the current user
Pending my approval	Requests waiting for the current user’s decision, with a count badge

Use the New Request button to choose from active request types. The list can be filtered by status, request type, submitter, and create date. Each row shows the title and reference, type, status, submitter, and recent dates.

Submit a request

Select New Request.
Choose an active request type.
Optionally enter a title, then complete the form. Without a title, the request is listed as Request # plus its reference.
Add files, linked records, signatures, or other values requested by the form.
Select Submit Request, or Save Draft when the request type permits drafts.

A submitted request receives a reference number. If an active approval workflow matches it, the request becomes Pending Approval. If no workflow matches, Workstation approves it automatically.

Required signature behavior depends on approval routing. Without a workflow, the submitter signs the required field. With a workflow, the approver signs during the approval step.

Request statuses

Status	Meaning
Draft	Saved but not submitted
Submitted	Entered the submission process
Pending Approval	Waiting at an approval step
Approved	Completed all required approval steps, or no workflow matched
Rejected	Rejected by an approver
Cancelled	Cancelled before completion
Completed	Fulfillment is finished

Open a request to review it. The record has Request Details and Comments tabs, plus an Approval Cycle panel that shows each step and lets the current approver approve or reject with a reason. Switch between Values submitted in this request and All form fields to see either only the answered fields or the whole form.

The submitter can edit a draft. During an active approval, editing is available only when the current approval step permits it and the signed-in user is the submitter or current approver. Completed and cancelled requests are read-only.

Configure request types

Open Settings → Request Types and select New Request Type. The list can be filtered to All, Active, Draft, or Archived types. Only active types are offered from the New Request dialog.

The request type wizard has three steps:

Basic Info — set the name, description, color, Allow Drafts, and Notify on Submit.
Form Builder — add, arrange, and configure sections and fields.
Review — preview the form, save it as a draft, or activate it.

After creation, a request type record provides Overview, Form, and Templates tabs. You can edit, preview, activate, archive, or delete it as permitted.

Form fields

The builder supports:

Group	Field types
Text and contact	Short Text, Long Text, URL, Phone, Email
Numbers and choices	Number, Currency, Dropdown, Multi-Select, Yes/No
Dates and references	Date, Date Range, User, Entity
Files and approval	File Upload, Signature, Hidden
Content	Paragraph, for rich-text instructions shown on the form

An Entity field links the request to an Account, Contact, Deal, or Project.

Sections group fields. A section can use a 1, 2, or 3 column layout and can be Collapsible or Start Collapsed. Fields can define labels, descriptions, placeholders, required behavior, defaults, select options, minimum and maximum values, length and pattern validation, and other type-specific settings such as a signature’s pen color.

Conditional visibility

Use Conditional visibility to show or hide a field based on other answers. Choose Show or Hide, then whether All match or Any match, and add conditions such as “is equal to” or “is empty.” For example, show a “Return flight date” field only when “Trip type” is “Round trip.”

Start from a template

Workstation includes ten system templates:

Annual Leave Request
Sick Leave Request
Asset Request
Expense Reimbursement
IT Support Request
New Employee Onboarding
Training Request
Facility Request
Travel Request
Document Request

Starting from a template copies its form into the wizard. Choose Start from Scratch to build an empty form instead. Review every field before activation so the form matches the organization’s policy.

Print and download requests

When a print template exists for requests, the request record shows a Print template selector, Preview, and Download PDF. The PDF follows the form’s sections and columns.

Design request templates in Settings → Print Templates on the Requests tab.

Users with the Edit Document permission can select Customize document to change the wording of one request’s PDF without changing the template. A customized request shows a Customized badge, and the button changes to Edit document. Users without that permission only see the badge.

Approval routing

Request approvals are configured separately in Settings → Approvals:

Create a workflow for the Requests module.
Add optional conditions, such as request type, status, submitter, or department.
Add the approver steps in order.
Select the specific users who can approve each step.
Decide whether a step can edit the request and whether approvers receive email notifications.
Activate and order the workflow.

On submission, Workstation selects the first active workflow whose conditions match. Approval steps run sequentially. See Approvals for the reviewer and submitter experience.

Visibility and permissions

Request visibility is based on the submitter and the workspace’s data-visibility scope. Approvers also receive the records that require their action.

Request permissions cover view, create, update, delete, and edit document. Approving is controlled by the Approvals permission, and request types have their own view, create, update, delete, and activate permissions.