You can configure the Document field for a request type on this page. In a request, this field enables the user to select and link a document to the request.
The following describes only the settings specific for the Document field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).
Select a document as the default document linked to a newly-created request. The user can change the preselected document unless you have disabled the editing of this field for a relevant status of the request in the Edit section.
Note: The default document should be a document that meets the criteria in the Dependency section.
Select this check box to make this field dependent on the Account field of the request type. In a request of this type, the user can select only a document linked to the account selected in the Account field. For more information on the Account field, see Customizing Request Type Fields - Account.
Note: The Account field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Item 1 field of the request type. In a request of this type, the user can select only a document linked to the item selected in the Item 1 field. For more information on the Item 1 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 1 field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Item 2 field of the request type. In a request of this type, the user can select only a document linked to the item selected in the Item 2 field. For more information on the Item 2 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Item 2 field should be included in the request type definition for this dependency to be effective.
Select this checkbox to make this field dependent on the Project field of the request type. In a request of this type, the user can select only a document linked to the project selected in the Project field. For more information on the Project field, see Customizing Request Type Fields - Project.
Note: The Project field should be included in the request type definition for this dependency to be effective.
Select this check box and a relationship to make this field dependent on the Person field of the request type based on the selected relationship:
In a request of this type, the user can select a document only if the document meets the selected relationship to the person linked in the request. For more information on the Person field, see Customizing Request Type Fields - Person.
Note: The Person field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Serial number 1 field of the request type. In a request of this type, the user can select only a document linked to the serial number selected in the Serial number 1 field. For more information on the Serial number 1 field, see Customizing Request Type Fields - Serial Number 1 & Serial Number 2.
Note: The Serial number 1 field should be included in the request type definition for this dependency to be effective.
Select this check box to make this field dependent on the Serial number 2 field of the request type. In a request of this type, the user can select only a document linked to the serial number selected in the Serial number 2 field. For more information on the Serial number 2 field, see Customizing Request Type Fields - Item 1 & Item 2.
Note: The Serial number 2 field should be included in the request type definition for this dependency to be effective.