One moment please...
Exact Synergy Enterprise   

Customizing Request Type Fields - Person

Customizing Request Type Fields - Resource


You can configure the Person field for a request type on this screen. In a request, this field enables the user to select and link a person to the request. This is an important field especially for task type requests since it can be used to establish the person who is the next actor of the request when the request is submitted.


The following describes only the settings specific to the Person field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).

  • Search keyword: Type "resource" in the Name box and click Refresh. Click the Person field to add and configure the field in the request type.
  • Automatic label: In a generated request form, the automatic label is "Person".

Default section


Select the default resource to be entered in the Person field of a newly-created request:

  • None - Select this to leave the Person field blank.
  • Current - Select this to automatically enter the request creator in the Person field.
  • Other - Select this, and type or select the person to set this as the default person.

A user can change the preselected person unless you have disabled the editing of this field for a relevant status of the request in the Edit section.

Note: The default person should be a person who meets the criteria in the Dependency section.

Dependency section



Select this check box to make this field dependent on the Project field of the request type. In a request of this type, the user can select only a person who is linked to the project selected in the Project field. For more information on the Project field, see Customizing Request Type Fields - Project.

Note: The Project field should be included in the request type definition for this dependency to be effective.

Selection section


Select Employee or All to include only employees or everyone in the employee selection list for the Person field.


Select Active, Active + Hired, or All to include only employees with the active status, active and hired statuses, or any status in the employee selection list of the Person field.


Type a partial SQL statement, which is used as part of an SQL 'where' clause by the system, to list only employee matching this statement. The SELECT query looks up data in the human resource table "humres" and you can use columns from this table in your partial SQL statement for the 'where' clause where applicable.

For example, you want to list only employee with security level 15 and whose address is in Belgium (BE). In this case, type:

humres.job_level>15 AND humres.land_iso='BE'

The following is a truncated sample SQL selection statement to illustrate where the partial SQL statement you typed into this box is inserted in the 'where' clause:

SELECT ... FROM ... WHERE ... AND (humres.job_level>15 AND humres.land_iso='BE') ORDER BY ...

Click Show to preview the selection page and the effect of your SQL statement on the selection list.

Note: The preview list displayed when you click Show takes into account only your selection settings and your partial SQL statement regardless of other settings in the request type. The selection page may present a different list in an actual request during run-time when other settings, which may include settings in other request fields, are taken into account.

Related document

 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: 15.566.555
 Assortment:  Date: 28-09-2010
 Release:  Attachment: