Editing a Custom Request
The edit option allows you to perform the following actions:
Enable Chat
1. Click the Enable toggle button to activate the chat for the custom request. By default, the option is set to Disabled.
Edit a Custom Request
1. Navigate to > > > .
2. Click the Custom Request tab. or Click Edit from the context menu. You can edit an inactive request only.
3. Click Edit. The Request Settings screen is displayed.
4. Update the fields. For more information, see Creating Custom Requests.
Add the Questions
1. Click the custom request from the list or the edit icon.
2. Click Add Question. Choose a question type screen is displayed.
3. Select the question type from the following list.
◦ Date
◦ Multiple Choice
◦ Text
◦ File Upload
◦ Number
◦ Yes/No
4. Click Next.
5. Provide the following details.
Field | Description |
|---|---|
Fields marked with * are mandatory. | |
Question Type: Date | |
Question* | Enter the question to ask for a date input. This helps define when a specific action or event should occur during request processing. |
Description | Add context to explain why the date input is needed. This guides the user on what type of date is expected such as — service date, follow-up date. |
Required | Enable this to make the date entry mandatory. This ensures that time-based information is captured consistently in the custom request. |
Question Type: Multiple Choice | |
Question* | Enter the question to present predefined options. This simplifies data input and improves consistency in responses. |
Description | Add supporting text to describe the purpose of the question. This helps users understand the choices and select accurately. |
Define a list of choices. | Define a minimum of two and a maximum of 10 options. This gives users a clear set of responses to choose from. |
Required | Enable this to require a response before submission. This ensures that important categorical data is always provided. |
Multiple Selection | Enable this to allow users to select more than one option. This is useful when the request supports multiple valid outcomes. |
Question Type: Text | |
Question* | Enter the question to capture a free-text response. This allows users to describe details that don’t fit fixed options. |
Description | Provide additional guidance for the text input. This clarifies what kind of response is expected in the context of the request. |
Required | Enable this to make the text response mandatory. This ensures essential information is not omitted. |
Character Limit | Enable this to restrict the length of the response. This helps maintain concise and relevant input in the request. |
Question Type: File Upload | |
Question* | Enter the question to prompt file attachments. This allows users to upload documents, images, or evidence with the request. |
Description | Describe what kind of files are needed and why. This guides users to attach the correct documents for request evaluation. |
Required | Enable this to ensure file attachments are provided. This is useful when uploads are critical to processing the request. |
Max. number of files | Set the maximum number of files users can upload (up to 5). This limits excess data and keeps submissions manageable. |
Question Type: Number | |
Question* | Enter the question to request a numeric value. This captures measurable input such as quantity, rating, or thresholds. |
Description | Add guidance on what numeric value to enter and why it matters. This supports accuracy and relevance in data collection. |
Required | Enable this to make the numeric input mandatory. This is important when calculations or thresholds depend on the value. |
Minimum number | Set the lowest acceptable number. This prevents users from entering invalid or out-of-range values. |
Maximum number | Set the highest acceptable number. This enforces input limits aligned with business rules or safety guidelines. |
Question Type: Yes/No | |
Question* | Enter a binary question that requires a Yes or No answer. This simplifies decision points within the request. |
Description | Explain the purpose of the Yes/No response. This helps users understand the decision being requested and its impact on the request. |
Required | Enable this to enforce a response. This ensures that binary decisions are captured before the request proceeds. |
6. Click Add to confirm each question type. You are navigated to the Custom Request edit page. Repeat the step to add more questions. You can edit a question or delete a question for the request.
 | You can add up to 15 questions of any combination of the supported question type. |
Activate a request
1. Click the Active toggle button to activate the custom request. A confirmation message is displayed.
2. Click Mark as Active. The new custom request is accessible in the Engage mobile app.