Exact Synergy Enterprise

Customizing Request Type Fields - Related (Request)

Introduction

You can configure the Related (Request) field for a request type on this page. This field is presented as a Search icon and if there is a related request linked to the request, the description of the related request is presented as a hyperlink next to the icon. The user can select a request to attach to the current request. When a user copies a request to a new request, the copied request is attached as the related request.

Description

The following describes only the settings specific for the Related (Request) 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).

Search keyword: Type "related" in the Name box and click Refresh. Click the Related (Request) field to add and configure the field in the request type.
Automatic label: In a generated request form, the automatic label is "Related (Request)".

Dependency section

Account

Select this check box and a relationship to make this field dependent on the Account field of the request type based on the selected relationship:

Account - The request to be attached is linked to the account that is linked in the current request.
Account + Subsidiaries - The request to be attached is linked to the account that is linked in the current request or any of the account's subsidiaries.

In a request of this type, the user can attach another request only if that request meets the selected relationship to the account that is linked in the request. 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.

Item 1

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 attach another request only if that request is linked to the item selected in the Item 1 field of the current request. 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.

Item 2

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 attach another request only if that request is linked to the item selected in the Item 2 field of the current request. 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.

Project

Select this check box and a relationship to make this field dependent on the Project field of the request type based on the selected relationship:

Project - The request to be attached is linked to the project that is linked in the current request.
Project + Children(1) - The request to be attached is linked to the project that is linked in the current request or any of the project's first-level child projects.
Project + Children(2) - The request to be attached is linked to the project that is linked in the current request or any of the project's first-level and second-level child projects.
Project + Children(3) - The request to be attached is linked to the project that is linked in the current request or any of the project's first-level, second-level, and third-level child projects.

In a request of this type, the user can attach another request only if that request meets the selected relationship to the project that is linked in the current request. 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.

Person

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:

Person - The person linked in the request to be attached is also the person who is linked in the current request.
Workflow - The request to be attached is in the workflow of the person who is linked in the current request.
Created - The request to be attached is created by the person who is linked in the current request.
Manager: Workflow - The request to be attached is in the workflow of the subordinates of the person who is linked in the current request.
Manager: Person - The person linked in the request to be attached is a subordinate of the person who is linked in the current request.

In a request of this type, the user can attach another request only if that request meets the selected relationship to the person who is linked in the current 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.

Serial number 1

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 attach another request only if that request is 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.

Serial number 2

Select this checkbox to make this field dependent on the Serial number 2 field of the request type. In a request of this type, the user can attach another request only if that request is 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 - Serial Number 1 & Serial Number 2.

Note: The Serial number 2 field should be included in the request type definition for this dependency to be effective.