One moment please...
 
 
Exact Synergy Enterprise   
 

Customizing request type fields (Main document)

Menu path

Workflow à Setup à Requests à Request types

Introduction

You can define fields in a request type, which are useful for storing or linking relevant information in a request, as well as for other purposes such as filtering a request search.

For more information on adding and removing request type fields, see Creating and modifying request types - Fields tab.

This document describes the settings available only in most request fields. For more information on specific settings of a particular field, see Related documents.

Roles and rights

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 fields without requiring any function rights.

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 customize the fields of a request type?

  1. On the Workflow: Request types page, click New, or open an existing request type from the All request types section.
  2. Click the Fields tab.
  3. Click the required field name in the Name column.
  4. On the Request: Field page, define the fields.
  5. Click Save, and then Close to exit.

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: 15.566.353
 Assortment:  Date: 25-11-2013
 Release:  Attachment:
 Disclaimer

Attachments
ESE_PU252_OH - Customizing request type fields (Main document)-edited.docx 57.6 KB View Download