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Creating and modifying request types - Fields tab

Menu path

Go to Workflow ? Setup ? Requests ? Request types, and then click New to create a request type or click an existing request type to open it. Click the Fields tab.

Introduction

In the Fields tab of the request type definition page, you can modify the fields in a request form of the request type. In this tab, you can see at a glance the position, name, label, and default value of each field as well as a summary of the request statuses where each field is visible, can be edited, or mandatory. You can also add, remove, or arrange fields and section headers in the request form of the request type in this tab.

For more information on the definition of each field, see the relevant documents in the Related document section of Customizing request type fields (Main document). For more information on the definition of section headers, see Customizing request type section headers.

Roles and rights

To define the information in the fields tab, 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 or HR roles have the first function right while users with the Administrator or General manager roles have the second function right.

Note:

  • For more details on function rights, go to System ? Setup ? Security ? Function rights.
  • For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 254 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add fields to a request type?

  1. On the Workflow: Request types page, click New or click on an existing request type definition.
  2. On the Workflow: Request type page, click the Fields tab.
  3. Click Add.
  4. On the Fields browser, select the relevant field.
  5. Click Save.

How do I modify fields on a request type?

  1. On the Workflow: Request types page, click New or click on an existing request type definition.
  2. On the Workflow: Request type page, click the Fields tab.
  3. Click on the relevant field under the Name column of the Fields section.
  4. On the Request: Field page, modify the relevant fields.
  5. Click Save.

How do I customize request type section headers?

  1. On the Workflow: request types page, click New or click on an existing request type definition.
  2. Click the Workflow: request type page, click the Fields tab.
  3. Click Add (Section).
  4. On the Request: Section page, define the relevant fields.
  5. Click Save.

How do I add lines to a request type?

  1. On the Workflow: Request types page, click New or click on an existing request type definition.
  2. On the Workflow: Request type page, click the Fields tab.
  3. Click Add (Section).
  4. In the General section at Type, select Lines.
  5. At Settings, click . The Request: Lines page will be displayed.
  6. In the General section at Template, select Expense claim to use the default settings for the lines.
  7. Click Save.

Note: Lines are used for an expense claim request, similar to rows in a table. Lines allow employees to fill in details of their expenses and submit the requests for approvals and claims.

Buttons

Columns

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.031.166
 Assortment:  Date: 15-01-2015
 Release:  Attachment:
 Disclaimer

Attachments
ESE-OH254-Creatingandmodifyingrequesttypes-Fieldstab-final.docx 36.9 KB View Download