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Exact Synergy Enterprise   
 

Creating and modifying request types - Actions tab

Menu path

Workflow à Setup à Requests à Request types

Introduction

You can define the actions information for a request type, which is useful for directing the users in taking actions upon the request type. For example, actions information such as absence for planning allows the user to obtain the overview of absence request type in the planning of a person for reference purpose before creating a request for the person.

Roles and rights

To create or 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. Users with the General manager and HR roles have the first function right while the latter is reserved for users with the Administrator role.

Note:

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

What version are you using?

The information in this document is based on product update 252.

How do I create a request type?

  1. On the Workflow: Request types page, click New.
  2. Define the fields.
  3. Click Save.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the request type?

  1. On the Workflow: Request types page, select the required request type under the All request types section.
  2. Modify the necessary field(s).
  3. Click Save.

How do I copy the request type?

  1. On the Workflow: Request types page, select the required request type under the All request types section.
  2. Click Copy.
  3. Select the relevant request type. A message “Confirm” will be displayed.
  4. Click Yes.

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: 15.496.248
 Assortment:  Date: 25-11-2013
 Release:  Attachment:
 Disclaimer

Attachments
OH-PU252-Creating & modifying request types_Actions tab02.docx 39.5 KB View Download