Initiating Requests

To initiate a request, the Canvas Studio user must create Canvas components, such as forms, templates, shortcuts, reports, entitlements and events. Let's assume that the user needs to create a form.

1. Click Create >Form.
   
   
   The Create/Edit Form page appears.
   
   
   
   
2. Design the form, based on the necessary requirements. The following screen shot showcases a sample form with the Form Id, NEW_BENEFICIARY_FORM.
   
   
   
   
   
3. Click Save to save the form.
   
   
   On saving the form, a request gets initiated. A confirmation message, with a reference number, indicating the initiation of a request appears, as shown in the following screen shot.
   
   
   
   
4. Click Ok.