Setting Up Request Types

Use the Request Type portal to define the parameters to capture when submitting a request. Open this page using Admin > General > Request Type.

This topic describes the base-package zones that appear on the Request Type portal.

Request Type List. The Request Type List zone lists every request type. The following functions are available:
  • Click a broadcast icon to open other zones that contain more information about the request type.
  • Click Add in the zone's title bar to add a new request type.
Request Type. The Request Type zone contains display-only information about a request type. This zone appears when a request type has been broadcast from the Request Type List zone or if this portal is opened via a drill down from another page. The following functions are available:
  • Click Edit to start a business process that updates the request type.
  • Click Delete to start a business process that deletes the request type.
  • Click Deactivate start a business process that deactivates the request type.
  • Click Duplicate to start a business process that duplicates the request type.
  • State transition buttons are available to transition the request type to an appropriate next state.
Please see the zone's help text for information about this zone's fields.