IT Change Request — shared by the community
Sam B. shared this 32-question build with 4 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use technology, saas & dev form for engineering, IT and product teams: 32 questions, 3 pages, 4 conditional rules.
- Shared by
- Sam B. · Customer success
- Questions
- 32
- Replies
- 24
- Copies taken
- 493
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Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 3 — The change
This template runs as a straight sequence — no branching rules.
Works for you? Take Sam B.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
IT Change Request is built for engineering, IT and product teams who need to route technical requests with the context needed to triage them.
- Engineering, IT and product teams working in technology, saas & dev.
- Teams who need to route technical requests with the context needed to triage them without writing code or paying for a custom build.
- Anyone replacing vague reports that can't be reproduced or prioritised with one structured record per enquiry.
- Respondents are users, testers and internal stakeholders — the form asks them 32 questions across 3 screens.
Why this form is useful
It removes the cost of vague reports that can't be reproduced or prioritised and turns each submission into a record your team can act on immediately.
- 24 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It accepts a document or photo upload as evidence.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- It allows multiple selections without free text.
- It captures a numeric value you can filter and sort on.
- Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 3 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of IT Change Request lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 4 conditional rules ship with it.
- Features conditional validation: if “Will anyone lose access while the work happens?” is Yes, “Who loses access, and for how long” becomes mandatory before the form can be sent.
- Features conditional validation: if “Has this been tested somewhere other than live?” is No, “Why it cannot be tested first” becomes mandatory before the form can be sent.
- Features conditional validation: if “Can the change be undone?” is No, “What the plan is if it goes wrong” becomes mandatory before the form can be sent.
- Features conditional validation: if “Does it need to happen outside working hours?” is Yes, “Preferred window outside hours” becomes mandatory before the form can be sent.
- All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — The change
- Requested byrequired
- Teamrequired
- Short title for the changerequired
- What is changingrequired
- Why it needs to happenrequired
- Systems or services affectedrequired
- What is driving it?required
- What happens if this is not done
- Wanted byrequired
Page 2 — Risk and preparation
- People affectedrequired
- Who is affected, and howrequired
- Will anyone lose access while the work happens?required
- Who loses access, and for how long
- Has this been tested somewhere other than live?required
- Why it cannot be tested first
- Expected duration in minutesrequired
- Can the change be undone?required
- Minutes needed to put things back
- What the plan is if it goes wrong
- The signal that would tell you it has failedrequired
- Risk if it goes wrongrequired
Page 3 — Timing and approval
- Proposed daterequired
- Proposed start timerequired
- Does it need to happen outside working hours?required
- Preferred window outside hours
- Who needs tellingrequired
- Hours of notice to give
- Who is available during the changerequired
- How success will be confirmedrequired
- Service ownerrequired
- Attach plan, test results or supplier notes
- Approved byrequired
Conditional logic in this build
- When “Will anyone lose access while the work happens?” is Yes, require “Who loses access, and for how long”.
- When “Has this been tested somewhere other than live?” is No, require “Why it cannot be tested first”.
- When “Can the change be undone?” is No, require “What the plan is if it goes wrong”.
- When “Does it need to happen outside working hours?” is Yes, require “Preferred window outside hours”.
Questions about this shared form
How is this different from an incident postmortem?
A postmortem looks back at something that already broke. This looks forward at a planned change, and asks how you would undo it.
Do small changes need one?
Set a threshold: anything affecting other people's access or customer-facing systems needs one; routine work should not be slowed down.
Who approves it?
The service owner for the affected system, not just the person doing the work. That separation is the point of the form.
What if a change is urgent?
Fill the same form afterwards with the same honesty, especially the risk and rollback answers, so emergency changes are still visible.
Is the IT Change Request template free to use?
Yes. You can preview and test IT Change Request on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the IT Change Request template ask for?
It asks 32 questions across 3 pages, 24 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the IT Change Request form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this technology, saas & dev form work?
4 conditional rules ship with the template: Features conditional validation: if “Will anyone lose access while the work happens?” is Yes, “Who loses access, and for how long” becomes mandatory before the form can be sent. Features conditional validation: if “Has this been tested somewhere other than live?” is No, “Why it cannot be tested first” becomes mandatory before the form can be sent. Features conditional validation: if “Can the change be undone?” is No, “What the plan is if it goes wrong” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the IT Change Request form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the IT Change Request form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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