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Exact Synergy Enterprise   
 

Creating multiple or weekly requests

Menu paths

  • Workflow à Entry à Requests à Requests: New
  • Click Create in the left menu or toolbar, and then select Request in the Entities section.
  • Click Workflow in the left menu, and then click New in the Workflow screen.
  • Click Requests in the left menu, and then click New in the Requests screen.

Introduction

Creating a Multiple or Week request can save you considerable time when you need to create several similar requests with varying information for some of the request fields.

Consider this scenario as an example. You want to send five requests, each to a different trainee, asking each trainee to read the course document linked to the request. You want each trainee to read a different course document. In this case, you can create a Multiple request using the same description but with different person and document filled in the Person and Document fields respectively. When you submit the multiple request, the system will generate five requests, one to each trainee. In each request, all the information is similar except the linked document.

In another example, you want to schedule a week of training classes for a trainee. The classes will be on the same topic but are scheduled for different time slots for different days of the week. In this case, you can use the same description for each request but with different start time and end time values for each day of the week. Once you submit the request, the system will generate one request for each of the scheduled days of the training week to the trainee. These requests will contain the same description but with different start and end times.

Depending on the Entry section of the General tab in a request type definition, a request type can be used to create:

  • Multiple requests if the number at Multiple in the Entry section of a request type is not zero.
  • Week requests if the Week check box is selected and the Multiple field in the Entry section of a request type is not zero.

Based on these conditions, not all Multiple request types can be used to create a Week request but all Week request types can be used to create Multiple requests. For more information on the General tab of a request type definition, see Creating and modifying request types – General tab.

For information on creating Single and Process flow request entries, see New request menu. For more information on the request form, such as the action buttons, workflow steps, fields, and action icons, see Creating and modifying requests.

Roles & rights

All users can create multiple or weekly requests. However, whether you can create multiple or weekly requests of a certain type depends on the settings in the Create section under the Flow tab of the request type definition. For more information, see Creating and modifying request types – Flow tab.

Notes:

  • 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 249.

How do I create Multiple requests?

  1. Click Multiple next to the description of the request type that you want to create. 
  2. Select the respective check boxes in the Columns section to display the columns required in the request.
  3. Click New.
  4. Fill in the required information. The fields that are displayed depend on the selected request.
  5. Click Submit.

How do I create Week requests?

  1. Click Week next to the description of the request type that you want to create. 
  2. Select the respective check boxes in the Columns section to display the columns required in the request.
  3. In the Values - Daily section, select the respective check boxes to define which field will have different information filled in each day of the week. 
  4. Click New.
  5. Fill in the required information. The fields that are displayed depend on the selected request.
  6. Click Submit.

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: 16.117.215
 Assortment:  Date: 31-05-2012
 Release:  Attachment:
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