Exact Synergy Enterprise

Creating and modifying request types - Fields tab

Menu path

Go to Workflow ? Setup ? Requests ? Request types, and then click New to create a request type or click an existing request type to open it. Click the Fields tab.

Introduction

In the Fields tab of the request type definition page, you can modify the fields in a request form of the request type. In this tab, you can see at a glance the position, name, label, and default value of each field as well as a summary of the request statuses where each field is visible, can be edited, or mandatory. You can also add, remove, or arrange fields and section headers in the request form of the request type in this tab.

For more information on the definition of each field, see the relevant documents in the Related document section of Customizing request type fields (Main document). For more information on the definition of section headers, see Customizing request type section headers.

Roles and rights

To define the information in the fields tab, 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 or HR roles have the first function right while users with the Administrator or General manager roles have the second function right.

Note:

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

What version are you using?

The information in this document is applicable to product update 254 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I add fields to a request type?

On the Workflow: Request types page, click New or click on an existing request type definition.
On the Workflow: Request type page, click the Fields tab.
Click Add.
On the Fields browser, select the relevant field.
Click Save.

How do I modify fields on a request type?

On the Workflow: Request types page, click New or click on an existing request type definition.
On the Workflow: Request type page, click the Fields tab.
Click on the relevant field under the Name column of the Fields section.
On the Request: Field page, modify the relevant fields.
Click Save.

How do I customize request type section headers?

On the Workflow: request types page, click New or click on an existing request type definition.
Click the Workflow: request type page, click the Fields tab.
Click Add (Section).
On the Request: Section page, define the relevant fields.
Click Save.

How do I add lines to a request type?

On the Workflow: Request types page, click New or click on an existing request type definition.
On the Workflow: Request type page, click the Fields tab.
Click Add (Section).
In the General section at Type, select Lines.
At Settings, click . The Request: Lines page will be displayed.
In the General section at Template, select Expense claim to use the default settings for the lines.
Click Save.

Note: Lines are used for an expense claim request, similar to rows in a table. Lines allow employees to fill in details of their expenses and submit the requests for approvals and claims.

Buttons

Columns

Fields section

Click the hyperlink in the Name column to configure the settings of each field or section header. To remove a field or section header, click in the respective row. Click or to move the respective field or section header up or down by one position.

#

This displays the position of the field in the request.

Name

This displays the field name. To configure the field definition, click the field name. For a section header, the field name is {Section}.

Label

This displays the field or section header label if the label is customized.

Note: The column is blank for the respective field or section header if the custom label is not defined. The custom or default label is used as the field or section header description in a request form. As custom labels can contain HTML tags, the text in this column may be formatted according to the HTML tags in the Text field of the Label section of the field or section header definition.

Visible

This lists the request statuses where the field or section header is visible in the request form. If the field or section header is visible in all request statuses, All is displayed in this column. If the field or section header is not visible in any request statuses, this column is blank.

Edit

This lists the request statuses where the field in the request form can be edited by the user. If the field can be edited in all request statuses, All is displayed in this column. If the field cannot be edited in any request statuses, this column is blank. For a section header, this column will display the Open status but the section label cannot be edited by the user in any request status.

Mandatory

This lists the request statuses where the user is not allowed to leave the field blank in the request form. If the field is not allowed to be blank in all request statuses, All is displayed in this column. If the field is defined to allow users to leave it blank in all request statuses, this column is blank.

Note: Some fields cannot be configured as Mandatory. For these fields as well as section headers, this column is blank. For more information on each field, see the Related document section of Customizing request type fields (Main document).

Default/ Note

This displays the default value of the field depending on the configuration of the Default section of the request field. For a section header, this displays the Note configured in the Note section of the section header definition.

Note: Not all fields can be configured with a default value. For more information on each field, see the relevant documents in the Related document section of Customizing request type fields (Main document). As section header notes can contain HTML tags, the section header Note may contain HTML tags. For more information on section header definition, see Customizing request type section headers.