Remote Access Request — shared by the community
Sam B. shared this 22-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: 22 questions, 2 pages, 4 conditional rules.
- Shared by
- Sam B. · Customer success
- Questions
- 22
- Replies
- 16
- Copies taken
- 441
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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 2 — Who needs access
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
Remote Access 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 22 questions across 2 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.
- 17 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- 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 2 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 Remote Access 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.
- 4Publish 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.
- 5Watch 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 “Are they staff, a contractor or a supplier?” is Supplier, “Company name and sponsor inside the business” becomes mandatory before the form can be sent.
- Features conditional validation: if “Whose device will they use?” is Their own personal device, “Is the device encrypted and up to date?” becomes mandatory before the form can be sent.
- Features conditional validation: if “Do they need to change things, or only view?” is Change things, “What they need to change, and where” becomes mandatory before the form can be sent.
- Features conditional validation: if “Is access needed outside working hours?” is Yes, “Which hours, and why” 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 — Who needs access
- Person needing accessrequired
- Their emailrequired
- Are they staff, a contractor or a supplier?required
- Company name and sponsor inside the business
- Their manager or sponsorrequired
- What they need to dorequired
- Systems or applications they need to reachrequired
- Do they need to change things, or only view?required
- What they need to change, and where
- Countries they will connect fromrequired
Page 2 — Device, dates and conditions
- Whose device will they use?required
- Is the device encrypted and up to date?
- Does anyone else use that device?required
- Access needed fromrequired
- Access should end onrequired
- Expected hours of use per week
- Is access needed outside working hours?required
- Which hours, and why
- Will customer or personal data be accessed?required
- Conditions acceptedrequired
- Approverrequired
- Approval signaturerequired
Conditional logic in this build
- When “Are they staff, a contractor or a supplier?” is Supplier, require “Company name and sponsor inside the business”.
- When “Whose device will they use?” is Their own personal device, require “Is the device encrypted and up to date?”.
- When “Do they need to change things, or only view?” is Change things, require “What they need to change, and where”.
- When “Is access needed outside working hours?” is Yes, require “Which hours, and why”.
Questions about this shared form
How is this different from an API access request?
An API request is machine-to-machine access to a service. This is a person reaching internal systems from outside, so it asks about their device and location.
Can access be permanent?
The form requires an end date on purpose. If someone needs standing access, that should be part of their role setup, not a remote access grant.
Do suppliers need a sponsor?
Yes. Naming a sponsor inside the business means someone is accountable for reviewing and ending the access.
Does it decide whether access is safe?
No. It collects the facts your security standards need. The approver decides, and the conditions record what the person accepted.
Is the Remote Access Request template free to use?
Yes. You can preview and test Remote Access 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 Remote Access Request template ask for?
It asks 22 questions across 2 pages, 17 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 Remote Access 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 “Are they staff, a contractor or a supplier?” is Supplier, “Company name and sponsor inside the business” becomes mandatory before the form can be sent. Features conditional validation: if “Whose device will they use?” is Their own personal device, “Is the device encrypted and up to date?” becomes mandatory before the form can be sent. Features conditional validation: if “Do they need to change things, or only view?” is Change things, “What they need to change, and where” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the Remote Access 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 Remote Access 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.
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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