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- Building an Access Request Form
Building an Access Request Form
Learn how to build and customize an Access Request Form in Foreman using the form builder, including adding questions, arranging fields, and setting required inputs.
Opening the form builder
Opening the form builder
- Navigate to your project in Foreman.
- Open the Access Requests section from the sidebar.
- Click Edit Form to open the form builder for that project.
If no form exists yet, Foreman creates a default form with standard fields (name, email, company) that you can customise.
Adding and arranging questions
The form builder uses a drag-and-drop interface. To add a new question:
- Click Add Question at the bottom of the form.
- Choose a question type (see below).
- Enter the question label and optional help text.
- Drag the question to reorder it within the form.
Question types
| Type | Description | Example |
|---|---|---|
| Text | Single-line free text input | "Company name" |
| Text Area | Multi-line free text input | "Describe your role on this project" |
| Dropdown | Select one option from a list | "Department" |
| Multi-select | Select multiple options from a list | "Required disciplines" |
| Validated email address field | "Work email address" | |
| Role Mapping | Special field that maps to ACC project roles | "Requested access level" |
The Role Mapping question type is unique to Foreman. It presents requesters with a list of available roles pulled from your ACC project configuration, so approved users are automatically assigned the correct permissions.
Setting required fields
Toggle the Required switch on any question to make it mandatory. Requesters will not be able to submit the form without completing all required fields. The email field is always required and cannot be made optional.
Role mapping fields
Role mapping fields connect form responses directly to ACC project roles. When you add a role mapping question:
- Foreman loads the available roles from your project configuration.
- You select which roles to offer as options on the form.
- When a request is approved, the selected role is applied automatically during provisioning.
You can add multiple role mapping fields if your project uses separate role sets for different services (e.g., Document Management roles and Project Management roles).
Previewing the form
Click the Preview button in the form builder toolbar to see exactly what external users will see when they open the public link. The preview renders the form in a read-only mode so you can verify the layout, question order, and available options before publishing.
Always preview your form after making changes. This helps you catch missing options or confusing question labels before external users encounter them.
Saving and publishing
Changes to the form are saved as a draft until you click Publish. Only published forms are visible through the public link. You can continue editing a published form — updates take effect immediately once saved.