How do I manage the Request Tracking Section form?

As of May 22, 2026, this feature is coming soon.

PERSUIT’s Request Tracking Section allows you to customize which metrics your organization tracks within requests. Using custom fields, you can tailor the form to capture the data most relevant to your team and control both the field order and content. This customization is built through PERSUIT's Custom Forms feature, giving you complete control over your request tracking workflow.

In this article, you’ll learn how to:

• Navigate to the Request Tracking Section Form
• Edit the Request Tracking Section Form
• View the Live Request Tracking Section Form 

Navigating to the Request Tracking Section Form

Go to Settings in the main menu to the left of any page. 

In Settings, select Custom Forms.

Note: Settings and Custom Forms - Request Tracking Section Form are only manageable by users with Group Manager Access. If you do not have Group Manager access but would like to, please reach out to a fellow Group Manager for your organization to request access. 

In Custom Forms, click on Request Tracking Section Form. 

Editing the Request Tracking Section Form

Request Tracking forms come with a blank template by default. Even though custom fields may exist in the system, they’ll need to be added to the form before they'll appear in a draft or published request.

Click the Edit button to make updates to the Request Tracking Section form. 

You’ll be taken to the Request Tracking Section Form editing page. 

You’ll first see a Last Updated tracker to inform you which colleague and when was the last to edit this form. 

On the left side of the editing page, the Your Custom Fields column displays all fields your group has created. You can add any of these fields to your tracking form, but each field can only appear once - duplicates aren't allowed.

If you want to manage the available custom fields, you can view this article to learn more.

To add a custom field to the form, drag and drop the desired field into the form builder to the right of the editing page. 

Custom Fields already added to the form appear in the form builder on the right side of the page.

You can Preview how the field will function in the form and Make It Mandatory for this Request Tracking Section form to ensure the information needed is always captured.

Note: You can only edit a custom field’s structure through the Custom Fields feature.

Removing a field from the Request Tracking Section form can be done by clicking the Trash icon next to the relevant field. This will only remove them from the form, not delete the field entirely. After it has been removed from the form, it will appear back in the Your Custom Fields section to the left. 

You can use the Preview button at any time to test the flow and functionality of the form you’re creating before publishing.

Once you've finished making changes, select Publish to make the updated form available. Any changes to the form will also update the form if used in historical, existing requests.

Viewing the Live Request Tracking Section Form 

You’ll be able to view the published, live Request Tracking Section Form in two places: the request drafting screen and in any published request. 

In the request drafting screen, you’ll see a Tracking section under Settings. This tracking section will hold the published Request Tracking Section Form.

In a Published request, the Tracking tab holds the custom tracking fields.

If you have any additional questions, please reach out to our 24/7 Support Team at support@persuit.com.