Do you want to easily create a change request form for your website?
Change request forms allow project managers to control changes and ensure there are no problems with their team’s workflow.
We’ll show you how to create a change request form using a template in WordPress.
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What Should Be In a Change Request Form?
A change request form should include fields like:
- Type of Change Request
- Reason for change
- Priority
- Description of change
You might want to add additional fields so that your project managers understand the impact the change will have on a project, and the demands it places on the project team. Then, a manager can decide whether to take action on the request.
So now that you know why to create a change order request form on your WordPress site let’s get into how it’s done.
How to Create a Change Request Form in WordPress
We’re going to use a template to create a change request form quickly. To follow along, you’ll need to open up your WordPress dashboard first.
Step 1: Create a Change Request Form
WPForms is the easiest way to create a change request form in WordPress because it has hundreds of pre-made templates.
To begin, you’ll want to install and activate the WPForms plugin. For more details on how to do this, check out this step-by-step guide on how to install a plugin in WordPress.
Now that you’ve activated the plugin, you can create a new form.
First, go to WPForms » Add New and enter a name for your form. You’ll be able to edit this name, so you can use anything you like. We’ll show you how to change it in a moment.
Next, scroll down to the templates section and type “change request” into the search bar. Then find the Change Request Form Template and click on Use Template.
Once the pre-made form template loads, you’ll see that it’s already populated with fields that make creating your request form easy:
- Name
- Phone
- Company Name
- Client ID Number
- Project name
- Type of Change Request
- Reason for change
- Priority
- Description of change.
You can customize your form however you like. If you want to remove a field, just click on the trash icon next to it.
You can also drag a form field to rearrange the order on your request template form.
To edit a field, click on it in the right-hand panel. This will open its settings in the left-hand panel. Here you can edit the types of changes in the Multiple Choice field, for example.
Adding Additional Fields to Your Change Request Form
To add additional fields to your form, drag them from the left-hand panel to the right-hand panel.
For example, you can add a File Upload form field to your change request form template so customers can upload images or documents that will help explain their change requests.
If the change requires the client to pay a fee, you can easily add a PayPal, Square, Authorize.Net, or Stripe payment gateway to your form so your customers can immediately pay additional charges.
This encourages clients to think before making changes to projects you’re actively working on and guarantees you’ll get paid in full before you begin making changes.
You might want to add an Address field to your change request form template if you’re working on-site for a customer. You could also add a Website / URL form field if you’re working on a client’s website.
Consider adding a Signature form field if you want to ask the client to sign off on changes.
And when your request form looks the way you want it to, click Save.
Step 2: Configure Your Form Settings
Now, let’s configure your form settings. To start, go to Settings » General.
Here you can customize the following setting:
- Form Name: This is where you can change the name on your form.
- Form Description: Use this area to add notes describing your form.
- Tags: Add form tags to organize your WordPress forms.
- Submit Button Text: This option allows you to customize the text in your submit button.
- Submit Button Processing Text: Here you can change the text that shows while your form is submitting.
There are also some advanced settings to check out:
- CSS Classes: In these fields, you can add custom CSS classes to your form or submit button.
- Enable Prefill by URL: Automatically fill out some fields based on a custom URL.
- Enable AJAX form submission: Enable AJAX settings with no page reload.
- Disable storing entry information in WordPress: You can disable the storing of entry information and user details, such as IP addresses and user agents, to comply with GDPR requirements. In addition, check out our step-by-step instructions on adding a GDPR agreement field to your simple contact form.
Once you’re done with these options, move on to the Spam Protection and Security settings.
- Enable modern anti-spam protection: Stop contact form spam with WPForms’ modern anti-spam protection. The anti-spam feature is automatically enabled on all new forms, but you can toggle it off on a form-by-form basis if you want. It works seamlessly in the background and pairs great with other anti-spam protection, such as a CAPTCHA.
- Enable Akismet anti-spam protection: Connect your form to the Akismet plugin to prevent spam submissions.
- Enable country filter: Block entries from specific countries.
- Enable keyword filter: Prevent submissions that contain certain words or phrases.
So once you’re done, click Save.
Step 3: Configure Your Form Notifications
Once a request is submitted on your website, it’s important to let your team know right away. Notifications let you receive an email whenever someone has submitted a change request form on your WordPress website.
If you use Smart Tags, you can also send a notification to the user when they fill the form out, letting them know you received their entry. Also, a notification assures people their request has gone through.
To help with this step, check out our documentation on how to set up form notifications in WordPress.
WPForms also lets you notify more than one person when a request form is submitted. For instance, you can send notifications to:
- Yourself
- PMO Analyst
- Project Support Officer
- Team leads
- and Others
For help doing this, check out our step-by-step tutorial on how to send multiple form notifications in WordPress.
And lastly, if you want to keep branding across your emails consistent, you can check out this guide on adding a custom header to your email template.
Notifications are a splendid way to quickly contact your team about new submissions so they can jump on things fast!
Step 4: Configure Your Form Confirmations
Form confirmations are messages that display to users once they submit a change form on your site. Confirmations let people know that you’ve processed the form and allow you to instruct them about what they should do next.
WPForms has 3 confirmation types to choose from:
- Message: This is the default confirmation type in WPForms. When someone submits a form, a message will appear letting them know their request is being processed. You can check out some great success messages to get ideas on how to write your own.
- Show Page: This confirmation type will take users to a specific web page on your site where you can give them more information. For help on how to do this, check out our tutorial on redirecting customers to a “Thank You” page. Also, be sure to check out our article on creating effective Thank You pages.
- Go to URL (Redirect): You can use this option when you want to send site visitors to a specific page on a different website.
So let’s take a quick look at how easy it is to set up a simple form confirmation in WPForms.
To start, click on Settings » Confirmations in the form builder. Choose the confirmation type you want to use from the dropdown. We’ll use the default Message.
Then, customize the confirmation message to your liking and click Save. If you need a little help with other confirmation types, see our documentation on setting up form confirmations.
Now, you’re ready to add your change request form to your WordPress website.
Step 5: Add Your Change Request Form to Your Site
So now that you’ve built your change request form, it’s time to add it to your WordPress website. WPForms allows you to add forms in many places on your site, including your blog posts, pages, and even sidebar widgets.
To begin, just create a new page or post in WordPress, or update an existing page if you prefer.
Next, click the plus (+) button to add a new block to your post or page and select WPForms.
The WPForms widget will appear inside your block. Now, click on the WPForms dropdown and select the form you’ve just created.
Now, hit the Publish button on your post or page, so your change request form appears on your website.
And to view the change request form entries once they’re submitted, you can check out this complete guide to form entries. This feature allows you to view, search for, filter, print, and delete any change request form entries, making the management process that much easier.
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Next, Build More Forms for Your Business
And there it is! You now know precisely how to create a change request form for your WordPress website.
- Make sure you check out our step-by-step guide on how to make an online performance improvement plan form as well.
- Do your employees travel to meet customers? Create an online travel request form to easily track their travel and expenses.
- If you need a form we’ve not talked about, check out these business form template examples.
Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.
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