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Exact Synergy Enterprise   
 

Copying requests

Menu path

Workflow ? Reports ? Requests ? Search

Introduction

You can create a request quickly by copying the information from an existing request.

Roles & rights

All users can copy an existing request to create a request.

Notes:

  • 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 based on product update 248.

How do I copy requests?

  1. At the Workflow: Search – Requests page, define the search criteria.
  2. Click Show.
  3. Select a request under the Created column.
  4. Click Copy. The request type ID will be automatically filled at the Request type field on the Request: New page.
  5. Click Create.
  6. Select the fields that you want to copy from the existing request to the new request by selecting the check box(es) in the Select the fields to copy to the request section.
  7. Click New. For more information, see Creating and modifying requests.

Buttons

Fields

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: 16.098.762
 Assortment:  Date: 24-07-2017
 Release:  Attachment:
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