Layouts
Control requests

Control requests

Any employee can request business cards, but only marketers can submit press release requests. Define who can make requests, from your entire organization to specific individuals, roles, or teams.

Define process owners

Specify who's responsible for the entire process. Content publishing may involve many teams, but marketing is ultimately responsible for the project.

Define process owners
Customize the formCustomize the form

Customize the form

Add sections and fields to your heart's content. Edit and reorder default fields, or create new ones, like text, numeric, or drop-down, to make it easier to capture all your relevant data.

Set field access privileges

If you're hiring a new candidate, the interviewer doesn't need to see their age or requested salary. Decide who can see what by setting field access privileges, to ensure the right people have the right information at the right time.

Set field access privileges
Protect sensitive information

Protect sensitive information

Some fields are only relevant to specific stages in a process. Determine what's visible when filling out a form, protect confidential data with encryption, and hide sensitive data by marking it PII.