Build Equipment Request Form Workflow

Build an equipment request form workflow from template #70: employees submit requests, rows log to CSV, and Slack notifies the approver.

What this template does

1. Create Request Form — name, department, equipment, justification, urgency.
2. Get New Submissions — polls form responses.
3. Log to Spreadsheet — appends to equipment-requests.csv.
4. Notify Approver — Slack message on new submissions.

Step 1 — Load the template

1. Studio → Templates → search Equipment Request.
2. Load template #70.

Step 2 — Customize the form

1. Edit field labels and department dropdown options in Create Request Form.
2. Set form expiry and max submissions if needed.
3. Share the form URL after activation.

Step 3 — Logging and alerts

1. Point Log to Spreadsheet at your CSV path or Google Sheets connector.
2. Configure Slack Webhook URL in Notify Approver.

Step 4 — Add approval (optional)

Chain Request Approval after logging — see Purchase Approval Workflow for the approval pattern.

Related tutorials

• Leave Request + Manager Approval — HR approvals.
• Employee Onboarding — multi-step HR.