Workflow à Setup à Requests à Request types
You can configure the position, label, and formatting of a section header in a request type definition. You can also add a short note to a section header. This note will be displayed in the request form.
To create and modify request types, function right 5 - Create request types, and edit request types without responsible or function right 232 - Edit all request types is required. By default, users with the General manager and HR roles have the first function right while the latter is reserved for users with the Administrator role.
However, the person selected as Manager of the request type in the General tab of the request type definition can add, remove, and configure request type section headers without requiring any function rights.
Note:
The information in this document is based on product update 252.
Click this to save the customization of the section header.
Click this to remove the section header from the request type. This button is available only after a section header configuration has been saved.
Click this to exit.
This displays {Section} to indicate that this is a section header. You cannot edit this information.
Select a request type setting. By default, the Text type is selected.
Type the height, in pixels, for the corresponding request type setting. By default, this field is defined with the value “500”. This is mandatory.
Note: This field is displayed only if the Document preview or Data grid type is selected at the Type field.
This displays a hyperlink with the ID and description of the request type where you are configuring the section header. You can click the hyperlink to view the request type definition.
Click the icon to define the browser settings. This is mandatory.
Select this check box to display the section as a tab.
For detailed information on this section, see similar description under the Position section in Customizing request type fields (Main document).
Select a position to move this section header into that position and move the field or section header currently in that position to the next position. This box shows the position numbers, and the request fields and section headers currently in those positions.
Select 1 or 2 to define the number of columns the section header and note will occupy in the request.
Select this check box to ensure that the section header is placed in the first column regardless of the number of columns occupied by the previous field.
Type a short note of up to 512 characters (including spaces) as an accompanying note for a section header. In a request form, this note is displayed next to the section header.
Select a color as the text color of the section header note in the request form.
Type a description for the label of the section header in the request form.
Note: If you leave this blank, the section header will be labeled "Section".
Select Default, XXS, XS, S, M, L, XL, or XXL as the text size of the section header label. The smallest is XXS and the largest is XXL. If you select Default, the font size is not specified.
Note: Each size, including Default, is relative and depends on the underlying system style of the current user (see Customizing Exact Synergy Enterprise) as well as the settings in the user's web browser. Technically, the sizes are relative CSS font sizes.
Select a color as the text color of the section header label in the request type.
Select Normal, Bold, Italic, or Underline to set the text label of the section header to this text style.
Note: If you select Normal, the text style of the label depends on the underlying system style of the current user (see Customizing Exact Synergy Enterprise) as well as the settings in the user's web browser. Technically, the text style selected sets the inline CSS style of the field label text.
Select the relevant check box(es) to set the section header visible in each status of the request: