Exact Synergy Enterprise

Customizing request type fields - Attachments

Menu path

Workflow à Setup à Requests à Request types

Introduction

You can configure the Attachments field for a request type on this page. In a request, this field enables the user to select, and attach a document.

Roles & rights

To edit, and delete request type fields, function right 232 – Edit all request types is required. Users with the Administrator role have this function right.

Notes:

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

What version are you using?

The information in this document is based on product update 248.

How do I add the attachments request type field?

On the Workflow: Request types page, select a request type under the All request types section.
Click the Fields tab.
Click Add under the Fields section.
Select Attachments.

How do I customize the request type field for attachments?

On the Workflow: Request types page, select a request type under the All request types section.
Click the Fields tab.
Click Attachments under the Fields section in the Name column.
Define the fields.
Click Save.

How do I delete the attachments request type field?

On the Workflow: Request types page, select a request type under the All request types section.
Click the Fields tab.
Click Attachments under the Fields section in the Name column.
Click Delete.
A message “Are you sure that you want to delete this record?” will be displayed.
Click OK.

Buttons

Fields

General section

Field

The name of the request type field is displayed. This field cannot be edited.

Request type

The request type is displayed. This field cannot be edited.

Position section

Request fields are laid out automatically side by side in two columns in the request form. The actual placement of the field depends on the field position, the number of columns occupied by the field, and the number of columns occupied by the previous field. The placement is also dependent on whether the field is forced to be in the first column regardless of the number of columns used by the previous field.

The following table is an example of a request type with six fields to illustrate how the automatic field placement is determined based on settings in the Position section.

Fields	Position settings			Comments
Fields	Position	Columns	Front	Comments
Person	1	1	Clear	This field is placed in the first column.
Project	2	1	Clear	This field is placed in the column next to the first field.
Description	3	2	Clear	This field is spread over two columns and occupies a new row.
Duration	4	1	Clear	This field is labeled Hours and placed in the first column of the following row.
Item 1	5	1	Selected	Although there is free space in the second column next to the previous field, this field is placed in the first column of the next row because the Front check box is selected. This field is labeled Item.
Remarks: Request	6	2	Clear	This field is spread over two columns and thus, occupies a new row.

Based on the field settings in the preceding table, the resulting form looks like the following:

Note: The line and text in red are for illustration purposes and are not present in the actual form.

Position

The selection box shows the position numbers, and the request fields currently in those positions. Select a position to move this request field into that position, and move the field currently in that position to the next position.

Columns

Select 1 or 2 to define the number of columns this field will occupy in the request.

Front

Select this check box to ensure that this field is placed in the first column regardless of the number of columns occupied by the previous field.

Label section

Text

Click the Edit the label for this field and translate it to other languages icon to rename the label of this field in multiple languages. You can use simple HTML tags (including inline CSS styles) to enhance the label. For more information, see Customizing field names in multiple languages.

Note: By default, the translations are automatically filled in by the system.

Size

Select Default, XXS, XS, S, M, L, XL, or XXL as the text size of the field label. The smallest is XXS and the largest is XXL. If you select Default, the font size is not specified.

Note: Each size, including Default, is relative and depends on the underlying system style of the current user (see Customizing Exact Synergy Enterprise) as well as the settings in the user's web browser. Technically, the sizes are relative CSS font sizes.

Color

Select a color as the text color of this field label in the request type.

Style

Select Normal, Bold, Italic, or Underlined to set the text of this field label to this text style.

Note: If you select Normal, the text style of the label depends on the underlying system style of the current user (see Customizing Exact Synergy Enterprise) as well as the settings in the user's web browser. Technically, the text style selected sets the inline CSS style of the field label text.

Visible section

Select the relevant check box(es) to set the field visibility in each status of the request:

New — Select this to make the field visible when the request is being created.
Realized — Select this to make the field visible after the request has been realized.
Open — Select this to make the field visible when the request is in the Open status.
Processed — Select this to make the field visible after the request has been processed.
Approved — Select this to make the field visible after the request has been approved. This setting is not applicable to requests that do not require approval.
Rejected — Select this to make the field visible after the request has been rejected.

Edit section

Select the relevant check box(es) to enable the field for editing in each status of the request:

Open — Select this to enable editing of the field when the request is in the Open status.
Realized — Select this to enable editing of the field after the request has been realized.
Approved — Select this to enable editing of the field after the request has been approved. This setting is not applicable to requests that do not require approval.
Processed — Select this to enable editing of the field after the request has been processed.
Rejected — Select this to make the field visible after the request has been rejected.

Edit

Select the person who can edit the field in the request:

Creator — Select this to enable only the creator of the request to edit the field depending on the status when the field is available for editing.
Current — Select this to enable only the current actor(s) of the current request status to edit the field depending on the status when the field is available for editing. For example, if the request is in the Realize status and the field is available for editing in the Open or Approved status, only the person or people who must realize the request can edit this field.
Everyone — Select this to enable a person with editing rights to the request to edit the field regardless of the current actor(s). This is dependent on the security level of the person and the request status when the field is enabled for editing.

Note: Some request fields do not have this section. For information on each field, click the relevant hyperlink in Related documents.

Mandatory section

Select the relevant check box(es) to set the field as mandatory in each status of the request:

Open — Select this to make this field mandatory when the request is in the Open status.
Realize — Select this to make the field mandatory when the request is to be realized.
Approve — Select this to make the field mandatory when the request is to be approved.
Process — Select this to make the field mandatory when the request is to be processed.
Reject — Select this to make the field mandatory when the request is to be rejected.