Creating a New User Requests Record

To create a New User Requests Record:

  1. Navigate to the Company Workspace tab. Ensure that are in the User mode.
  2. Expand the Company Logs node, and select New User Requests. The New Use Requests log opens.
  3. From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields before you can send the form.
  4. In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This action activates Action Details.
  5. In Action Details, select who should receive the record.
    1. Click To... The User/Groups picker opens and displays a list of available task recipients.
    2. Select the user or group who will receive the task on the next step.
    3. Click Add.
    4. Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
    5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
  6. Click Send to route the record to the Review step. Unifier displays a message stating that the record has been submitted successfully.

Upper Form

In this field

Do this

Record Number

This is a read-only field that Unifier populates the first time you send the form to the Approval step.

Title*

This is a required field - Enter up to 16 characters to name the record.

Creator

This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information.

Creation Date

This is a read-only field that Unifier populates when you first send the form to the next step in the workflow.

Due Date

This is a read-only field.

Due Date is populated based on the date established in Administration Mode > Work Flow Settings.

Status

This is a read-only field that Unifier populates when you first send the form to the next step in the workflow.

Request Type

Select the request type from the field's drop-down menu.

First Name

Enter the user's first name.

Last Name

Enter the user's last name.

E-Mail

Enter the user's email address.

Work Phone

Enter the user's work telephone number.

Mobile Phone

Enter the user's mobile or smart-phone number.

Home Phone

Enter the user's home telephone number.

Fax

Enter the user's fax number.

Title

Enter the user's title.

Company

Enter the user's Company.


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Last Published Tuesday, March 2, 2021