Request types enable admins to create categories within request templates. These categories can be used to enhance business logic, trigger automated processes, route requests to specific teams, allocate resources, and apply filters customized for specific groups and projects.
Each request type can be linked to multiple request templates. Templates define the fields and structure of the request, while the request type provides the higher-level categorization that supports automation, routing, and reporting.
By default, three request types are available. These can be adapted to match your workflows:
Existing request types can be edited or deleted.
New request types can be added to support additional processes.
Only Admins can manage request types. To do so, go to:
Account Settings → Advanced → Request Settings
From there, you can configure which request types are available and link them to one or more templates tailored to your organization’s needs.