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Exact Synergy Enterprise   

Creating and modifying request types - General tab

Menu path

Modules ➔ Workflow ➔ Setup ➔ Requests ➔ Request types


You can customize the general options in the General tab of a request type, which states the basic information of the request such as the request ID, request description, the manager responsible, the request category, and the entry criteria of a request type.

Note: All system-created request types under the BackOffice category cannot be modified (with the exception of Vacancy and Applicant request types). System-created request types are request types without a creator.

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.

The Manager of the request type is able to modify the specific request type.


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

What version are you using?

The information in this document is applicable to product update 262 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define the settings of a request type?

  1. On the Workflow: Request type - [Name of request type] page, define the fields.
  2. Click Save, and then Close to exit.



Related documents

 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 15.031.027
 Assortment:  Date: 01-01-2020
 Release:  Attachment:

ESE-OH264 - Creating and modifying request types - General tab02.docx 35.9 KB View Download