Edit an Existing Request Item Type in Workflow
Sep 25, 2024
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- In the Manage Item Tables window, click the Request Item Type you want to edit. This will open the request item in a new window to edit.
- In the request item window, new fields can be added by clicking the “+Add Field” button.
- All fields can be edited by clicking the “Edit” button inline of the field. This will open a new window.
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- Required: the field must contain data. The work request can’t be submitted if the required field has no data.
- Allow Multiple Values: provide the option to add multiple data rows
- Disabled: Field will be hidden
- Configure Access: This can be used to limit the access of the field to certain groups or users. If checked, users or groups who can access must be define
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- Clear when Duplicating: the data in the field will be removed when the work requested is copied to ensure a fresh start
- Company Default Value: to define the default value of the field. The default user and default group of the field can also be defined.
- Relational Dependency: This can be used to define the relationship between different dropdowns. It is used to show limited options based on source selection.
- To rearrange the order of the fields, place the mouse over the Sandwich icon in front of the field, hold down the left mouse and drag the field to the desired location.
- Field Group can be used to create sub-groups. When several fields, all of them allow multiple values, are assigned to the same field group, a new data row for all fields can be added or removed together by clicking “+” or “-“ below one of the fields.
- When you finish, press “Submit” to save your changes. If you don’t want to save any changes, press “CANCEL”.
