Customizing request type fields - Description
Menu path
Workflow à Setup à Requests à Request types
Introduction
You can configure the Description field for a request type in this page. In a request, this field is presented as a text box to type a short description. The Description field is one of the most commonly used fields in a request. When you create a request type, this field is automatically added by the system.
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.
However, the person selected as Manager of the request type in the General tab of the request type definition can add, remove, and configure request type fields without requiring any function rights.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, got to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 252.
How do I customize the fields of a request type?
- On the Workflow: Request types page, click New, or open an existing request type from the All request types section.
- Click the Fields tab.
- Click the required field name in the Name column.
- On the Request: Field page, define the fields.
- Click Save, and then Close to exit.
Fields
The following describes only the settings specific for the Description field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing request type fields (Main document).
- Search keyword: Type "description" in the Name box and click Refresh. Click the Description field to add and configure the field in the request type.
- Automatic label: In a generated request form, the automatic label is "Description".
Default section
Default
Type text up to 512 characters as the default text in the Description field of a newly-created request. This text will also be defined automatically on the Hours & expenses page in the Request description column of the respective sections.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.566.500 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
15-02-2014 |
Release: |
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Attachment: |
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Disclaimer |