Section 2.3: Custom Intake Forms

An intake form gives clients a link to request a project. They answer the questions you set, and the request lands in your Triage queue with every answer, ready for you to review, quote and turn into a project.

Intake forms are part of the Studio plan and above:

1. Where to find the forms

Go to Clients in the sidebar and open the Intake forms tab.

The tab appears for organization owners and admins, and for members whose Project access is All organization projects. Below Studio the tab is hidden.

2. Create a form

1. Click New intake form.
2. ABRAM adds a form named Intake form 1 (or the next number) with the description, budget and date fields already on, and opens it.
3. Rename it under Name, set the fields and questions, and click Save.

You can keep as many forms as you like, for example one general request form and one for a specific kind of job.

The forms list

Each form shows its Form name, its Link and a Taking requests switch. Use the row buttons to Copy link, Edit or Delete form.

• Taking requests off closes the link. The form and every request it already received stay.
• Delete form removes the form and the requests that came in through it. To keep the requests, switch the form off instead.

3. Build the form

The editor has the settings on the left and a live Preview on the right. The preview is the same form your client sees, and it updates as you type.

At the top of the editor:

• Copy link copies the form's public link.
• Open form opens it in a new tab.
• Save saves your changes. If you leave with unsaved edits, ABRAM asks Leave without saving?

Form settings

• Name: what you and your team call the form.
• Taking requests: on or off.
• Only these email domains: switch this on and list the Allowed domains, separated by commas, to accept requests only from those addresses. Subdomains count.

Standard fields

Your name and email and Project title are always shown and always required. You choose whether each of these is Shown and Required:

• Project description
• Estimated budget
• Target start date
• Target end date
• Target start time
• Target end time
• Brief or attachment: accepts PDF, Word, text or an image, up to 10 MB.

Questions

Under Questions, click Add question for your own questions. Each one has:

• The Question text, an optional placeholder and optional help text.
• An answer type: Short text, Paragraph, Number, Dropdown, Multi-select, Yes or no, Date, Link or Email. For Dropdown and Multi-select, list the Choices separated by commas.
• A Required switch.
• Where the answer goes on the project, from Automatic (the default) to a specific place such as Budget, Deliverables, Reference links, Company or client, Software, Equipment, Skills, Locations, Creative styles, Project details or Brief only.

Use Move up and Move down to reorder questions.

Sections and conditional questions

Click Add section to add a heading that groups the questions under it, with an optional description.

Any question or section can appear only when an earlier answer matches. Under it, set Show if:

1. Pick the earlier question.
2. Pick the comparison: is, is not, contains or is answered. For a multi-select question, these read includes and does not include.
3. Pick or type the answer.

When a section's condition is not met, every question under it is hidden. Hidden questions are never required, and their answers are not kept. A condition can only look at a question above it.

4. Share the form

Click Copy link and send it to your client, or put it on your website. Anyone with the link can submit a request, signed in or not. Everyone gives their name and email. People who are signed in have theirs filled in.

When the request is sent, your client sees Request sent and a note that you have their request.

Each form has its own link, so you can share different forms with different audiences.

5. Requests from a client's portal

A client with a portal can send requests from there with New request.

1. Go to Clients, open the Clients tab and open the client.
2. Open their Requests tab.
3. Under Portal requests, switch on Take requests from the portal.
4. Under Intake form, pick which form they see, or Basic (title and details).

The same Requests tab lists every request that client has sent. See Section 6.4: Client Portal for the portal itself.

6. What happens to a request

Every request lands in the Triage queue on your Projects page, and appears in your Inbox. On Studio and above, ABRAM reads each request as it arrives and flags anything that needs a look.

From there you can scope it with ABRAM, approve it as it is, quote it first, or reject it. See Section 2.7: Reviewing Requests with ABRAM.