---
title: Request Form Examples
slug: neurons-for-itsm/admin-user-help/enu/latest/request-form-examples
createdAt: 2026-07-14T19:16:24.562Z
---
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## Auto-Fill Employee Address Information
This example illustrates the use of default values to auto-fill address information for an employee using values that reference the **Employee** business object from a validation list.
1. Create a request form with employee address information that includes the following fields:
- A drop-down list control to select an employee name from a pick list.
- A text field that shows the email address of the selected employee.
- A text field that shows the street address of the selected employee.
- A text field that shows the city of the selected employee.
- A text field that shows the state of the selected employee.
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Address Change Request Form
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::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/01dFUIQZNBSAuj7z-Z758_request-form-employee.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/request form employee.png" githubPath="Content/Resources/Images/help-images/request form employee.png" showCaption="false" width="506" height="963" darkWidth="506" darkHeight="963" indent="1"}
2. Click the **edit** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} next to the **Employee Name** control. The **Item Configuration Editor** opens.
3. Expand **Pick List**, then enter your parameters.
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*Sample Employee Validation List*
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::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/UVQhDq_gAMihHGnN78888_employee-pick-list.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/employee pick list.png" githubPath="Content/Resources/Images/help-images/employee pick list.png" showCaption="false" width="712" height="674" darkWidth="712" darkHeight="674" indent="1"}
| Field | Description |
| ------------------------------------- | ------------------------------------------------------------------------- |
| Validation List | Check this option. |
| Validation List to Use | Choose **Employees** or **EmployeeByDepartment** from the drop-down list. |
| Title Field | Choose **Display Name** from the drop-down list. |
| Under Cascading Validation Definition | |
| Department | Choose **Department** from the drop-down list. |
| Field | Choose **Department Name** from the drop-down list. |
4. Click **OK**. The window closes.
5. Click the **edit** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} next to the **Employee Email** control. The **Item Configuration Editor** opens.
6. Expand **Default Value**, then enter your parameters.
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*Sample Email Employee Edit*
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::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/zjDiH-kOccQdLVcfmhXwD_employee-email-config.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/employee email config.png" githubPath="Content/Resources/Images/help-images/employee email config.png" showCaption="false" width="700" height="662" darkWidth="700" darkHeight="662" indent="1"}
| Field | Description |
| ---------------- | -------------------------------------------------------------------------------------------------------------------------- |
| Expression | Check this option. |
| Triggered by | Choose **Employee Name** from the drop-down list. |
| Expression field | Enter the following into this field:
**\[Frs\_CompositeContract\_Contact#.ServiceReqAssociatedCustomer]PrimaryEmail** |
7. Click **OK**. The window closes.
8. Repeat the last procedure to configure the remaining text controls (You may want to set the text controls as read-only so that the default values cannot be overwritten.):
- Address
- City
- State
When you create a record from the Service Catalog and specify the employee name, the address information is automatically filled in.
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## Specifying Control Visibility
You can specify whether a control is visible all of the time, none of the time, or part of the time based on an expression. You can specify that a field is not visible when you do not require user input, but you need to use the field for workflow fulfillment.
1. Within the **Item Configuration Editor**, expand the **Visible** area.
2. Choose an option.
| Option | Description |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Yes | The field is always visible. |
| No | The field is never visible (that is, it is not used on the form). This setting is typically used for test or temporary fields that should not be shown to end users. |
| Expression | Enter an expression or choose an object from the field list to use as the basis for dynamically setting visibility. For example, to use the **Computer Type** field of the current form to control whether the current control is visible, navigate to **This Form > Computer Type** in the navigation area and double-click **Computer Type**. Edit the resulting expression so that it evaluates to true or false as necessary for your requirements. The control is visible when the expression evaluates to true.
See [About Expressions](docId:0Eih-f97oC4PmanHY9F29) for more information. |
3. Click **OK**. The window closes.
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## Specifying a Unique ID for a Control
To specify a unique ID for a control to be referenced programmatically within the **Item Configuration Editor**, expand the **Properties** area and enter a unique ID in the **Unique ID** field. Click **OK**.
*Sample Unique ID*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/2PjxoT_6eiq9Cxom3QlYv_specify-unique-id.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/specify unique id.png" githubPath="Content/Resources/Images/help-images/specify unique id.png" showCaption="false" width="713" height="396" darkWidth="713" darkHeight="396" indent="1"}
The system automatically generates a unique ID for all form controls. The configuration described here changes the generated value to a value of your choice. Any values that you specify must be unique within the request form.
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## Making a Control Read-Only
To make a control read-only, within the Item Configuration Editor, expand the **Read-Only** area and select **Yes**. Click **OK**.
*Read-Only Option*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/URQeXN_qlJYgbQ57u9S6Y_control-read-only.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control read only.png" githubPath="Content/Resources/Images/help-images/control read only.png" showCaption="false" width="715" height="366" darkWidth="715" darkHeight="366" indent="1"}
This control is often used with a default value based on an expression. For example, you can configure a control as follows so that it is read-only and contains the cost center information for a user by default:
- **Control type**: Text field
- **Read-Only**: Yes
- **Default Value**: Expression
- **Triggered by**: a drop-down list field called recipient
- **Expression**: $(\[Profile#Employee.]CostCentre)
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## Specifying a Required Field
You can specify whether a field enforces required input always, never, or sometimes based on an expression.
1. Within the **Item Configuration Editor**, expand the **Required** area.
2. Choose an option.
| Option | Description |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Yes | The field is always required. |
| No | The field is never required. |
| Expression | Enter an expression or choose an object from the field list to use as the basis for dynamically setting requirements. See [About Expressions](docId:0Eih-f97oC4PmanHY9F29) for more information. |
3. Click **OK**. The window closes.
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## Specifying a Field Type (Text or Number) and Numeric Constraints
When you use the text, number, or money field control, you must specify whether the field data type is alpha-numeric, numeric only, or money. For numeric fields, you can optionally set upper and lower boundaries for responses.
1. Within the **Item Configuration Editor** for a text, number, or mask control, expand the **Field Options** area.
*Field Type Control*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/jO2heTDyDyFy6DQ1vmLMm_control-field-type.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control field type.png" githubPath="Content/Resources/Images/help-images/control field type.png" showCaption="false" width="715" height="677" darkWidth="715" darkHeight="677" indent="1"}
2. Choose an option from the **Type** drop-down list.
| Option | Description |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Alpha-numeric | Formats text fields. |
| Number | Formats generic number fields. For **Enter minimum and maximum value constraints for this field**, enter numbers to constrain the **Minimum** and **Maximum** field response values with the following results:
The value entered in the **Minimum** field is displayed as the default value.
A value is now required and must be entered by a user (or the default value is used).
The value entered must conform to and fall within the **Minimum** and **Maximum** settings. |
| Money | Formats fields containing currency values. The **Minimum** and **Maximum** fields appear. Enter numbers to constrain response values (optional). |
| Phone Number | Automatically formats numbers to phone numbers, such as +1-408-555-1212. |
| Social Security Number | Automatically formats numbers to social security numbers, such as 123-45-6789 |
| Email | Allows users to enter an email address, such as contact\@heatsoftware.com |
| MAC Address | Allows users to enter a MAC address, such as 00:1C\:B3:09:85:15. |
| URL | Allows users to enter a URLÂ address, such as http\://www\.ivanti.com. |
3. Click **OK**. The window closes.
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## Specifying Field Options
You can specify a number of field options including adding an advanced search option to a field.
To specify the field width, and maximum number of characters allowed in character-based fields, do the following:
1. Within the **Item Configuration Editor**, expand the **Field Options** area.
2. In the **Field Width** field, specify a maximum width for the field in pixels.
3. In the **Max Length** field, set a character value up to 3000. In some cases the maximum number of characters will depend on the field for which this limit is specified, and the field width that was set.
4. Some controls (such as text area) also let you specify a maximum field height (measured in characters). If a **Field Height** field displays, specify a maximum character value between 50 and 3000. The system warns the user when the number of characters entered in the text field exceeds the specified settings.
5. Some controls allow you to specify the type of characters that can be entered. Select from the choices available in the list.
*Field Options - Text Area Control*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/OAY-H95LOxevJL71DPGdc_control-text-area.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control text area.png" githubPath="Content/Resources/Images/help-images/control text area.png" showCaption="false" width="661" height="373" darkWidth="661" darkHeight="373" indent="1"}
6. Click **OK**. The window closes.
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## Specifying an Advanced Search Option
You can specify an advanced search option from the **Field Options** control for any drop-down field. Specifying this option inserts a search icon into a field. Clicking the icon opens a window with the available search criteria. You can also specify the minimum number of characters that need to be entered before the search is activated.
Select one of the following:
- **With advanced search window:** A checkbox to implement the search and display a search icon in the field.
- **Minimum Type Ahead chars:** A checkbox to specify the minimum number of characters that must be entered before the search is available. Setting the minimum character entry will also help to restrict the search results.
The following conditions must be met before this option is available and usable.
- The **Pick List: Validation list** option within the **Item Configuration Editor** must be configured.
- A specific validation list must be selected for the **Validation list to use** option. The search can only be run against the selected validation list.
- Optionally, the drop-down may be dependent on data in another field before the search is activated.
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For example: If the **Employee Name** field is dependent on a prior **Department** field, then you must select a department before the validation list to match an employee is available. In this instance the field may appear in red until the appropriate selections have been made.
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## Specifying Response Value Boundaries
To set upper and lower boundaries for date, time, DateTime, and text, money, and mask fields, do the following:
1. Within the **Item Configuration Editor** of a date, time, DateTime, text, money, or mask field, expand the **Field Options** area.
*Sample Date Control Boundaries*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/_rbIcTXCos6OecSs5Ju00_control-boundaries.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control boundaries.png" githubPath="Content/Resources/Images/help-images/control boundaries.png" showCaption="false" width="713" height="513" darkWidth="713" darkHeight="513" indent="1"}
2. Expand the **Lower bound** area.
3. In the first field, select **None** to specify no boundary or **>=** to set a lower boundary.
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If you specified **>=** in the first field, go to the second field and select a value. Items in parentheses are date and time functions. Items not in parentheses are other fields on the form. Other fields are displayed only if they match the current field type. For example, if a date field is being configured, only other date fields are included in the list.
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For DateTime fields only, you can specify the time component for a range. For date fields and time fields, you can set only date and time, respectively.
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4. Repeat for the **Upper bound** area.
5. Click **OK**. The window closes.
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## Adding a Dividing Line Between Sections
To insert a dividing line beneath a category heading:
1. Within the **Item Configuration Editor** for a category heading control, expand the **Field Options** area.
*Sample Category Heading Control*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/atObH7F1fzNjuvLmBuwDg_control-dividing-line.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control dividing line.png" githubPath="Content/Resources/Images/help-images/control dividing line.png" showCaption="false" width="715" height="331" darkWidth="715" darkHeight="331" indent="1"}
2. Check **Show a dividing line with this category section**.
3. Click **OK**. The window closes.
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## Displaying Categories on Separate Form Pages
To view a category within its own page in a form, do the following:
1. Check **Create a new page with the category**.
2. Click **OK**.
A request form with navigation controls is created.
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## Indenting a Field
To indent a field, do the following:
1. In the **Item Configuration Editor**, expand the **Field Options** area.
2. Check **Indent this field on the form**.
3. Click **OK**.
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## Allowing Users to Attach Files
To provide a form control that allows users to attach files when filling out a Service Catalog form:
1. In the **Item Configuration Editor** of an **Upload attachments** control, expand the **Field Options** area.
*Upload Attachments Control*
::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Z-rl14FmJ0iyw24CSD3_m_control-attach-files.png" position="flex-start" size="40" initialPath="../../Resources/Images/help-images/control attach files.png" githubPath="Content/Resources/Images/help-images/control attach files.png" showCaption="false" width="715" height="731" darkWidth="715" darkHeight="731" indent="1"}
2. Specify the maximum attachment file size, number of files, and allowed file types.
3. Optional. Enter a description to show in the form.
4. To allow pasting attachments from the clipboard, check **Can copy data from clipboard**.
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Depending on how you configure the control, it will be similar when shown in a Service Catalog form.
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| Control | Configurable Items |
| ---------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Category Heading | Adds a dividing line.
Displays the category on a separate form page (that is, create a multi-page form). |
| Check Box | Adds a default value.
Adds a price.
Sets the visibility of the control (that is, make the control visible or invisible based on certain conditions).
Requires a response.
Makes the control read-only. |
| Text or Number or Mask Field | Adds a default value.
Specifies numeric or alphanumeric response data type.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| Text Area | Adds a default value.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| drop-down List | Adds a default value.
Adds a pick list.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| Date Field | Adds a default value.
Adds upper and lower value boundaries.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| DateTime Field | Adds a default value.
Adds upper and lower value boundaries.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| Time Field | Adds a default value.
Adds upper and lower value boundaries.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
| Image | Selects the image file. To make an image file available for selection, you must first upload it as an attachment through the **Attachments** tab in the **Form Designer Tools** pane.
Specifies image size.
Adds a border.
Sets the visibility of the control.
Requires a response.
Makes the control read-only. |
5. Optional. To change to a two- or three-column layout, click **Choose a style** and select a new layout. By default, forms use a single-column layout.
6. After completing a draft of the form, click **Preview** to see how it will look when a user in the Self-Service Portal opens it in the Service Catalog.
7. To make further changes, repeat any of the steps in this section.
8. Click **Next** or click the **3. Plan Request Fulfillment** tab to go to configuring the request offering.
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## Entering a Default Value Based on Trigger Conditions
To provide a default value for a field, for example entering data when a checkbox is checked, you can edit the request offering form as follows:
1. Log in to Neurons for ITSM as a Service Owner.
2. Open the **Request Offerings** workspace.
3. Open an offering with a checkbox that requires a default response when the box is checked.
4. Insert a text, number, or mask field under the checkbox control by dragging it to the layout.
5. Click the **edit** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/yOwMLewyf7Jh4cJ7j1Crw_edit-old.png" alt caption size="10" width="16" height="16"} to configure the text field in the Item Configuration Editor as follows:
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a. Click **Default Value** and select **Expression** .
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b. At the **Triggered by** drop-down list, select the name of the checkbox.
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c. Enter an expression or text (delimited by " ") into the field.
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d. Click **Next** to move to the next dialog box, or **Save** or **Save and Exit** to save the change.
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