Overview
Each Request is categorized by a Request Type. There are four system-created Request Types already configured where only certain fields on the Request Type Details screen can be modified for these Request Types.
To configure a New Request Types click
on the Request Types screen grid.
The screen will then change to the Request Type Details screen. This is where the configuration details are added.
The following fields are available for configuration:
Inactive - When checked, the Request Type is no longer available on the Request Submitted requests still show in Request History pages.
Level - Select either Assignment or Company
Name* – Required for all types and must be unique among active types.
Display Name - The display name of the Request Type on the Mobile Employee Experience
In addition, the following can configured on the request type:
Show Reason field - When checked, the Reason text field will display on the Request. The Reason field will appear before the first request selected field from the User Table.
Show Comment field - When checked, the Comment field will display on the Request. The Comment will appear after the last request selected field from the User Table.
Uses Status Model - When checked, allows users to use the status model on their requests which includes having status and manage request actions. Requests in "Submitted" status will have the Additional actions field appear when the Uses Status Model check box is ticked.
(Who the request is) Available For - Request Types can be visible for <External Client>, <Employee> or <Both>. Select from the drop down list for Available For field. This is a mandatory field.
Show Request Details to Approvers - When checked, displays the [Show Request Details] button on the Approval Request page as part of the Exception Approval process.
Help Content - Help Text can be added to the request type and can be static (i.e. contents does not use Merge Codes/Tags) or dynamic where some of the text is populated using a backing User Report for the Merge Codes. See here for more
Configure Available Fields - In addition to being able to add a reason field and a comment field, you can also add any fields so long as it is in the specified User Table. See here for more
Configure Sections - There must be at least one selected field and the request type record must be saved in order to add a Request Section by clicking on the + icon. See here for more
Configure Request Availability - Request types can be available when certain conditions are met for example, for example, if the Company ID field is equal to 1, or if the Assignment To Country field is not equal to Canada. See here for more
The 'Is Situational Request' option is available to limit request availability when certain conditions are met. See here for more
Things to Note
When "Uses Status model' is ticked, the request type will not appear in the Landing Experience in the Take Action widget.
Copying request types only appears for Custom request types. This allows faster configuration when creating similar requests.
Copying custom request types does not save the current request type that is copied from. Make sure to save the request type configuration before copying.
System request types and Custom request types can be differentiated in the Request Types screen on the System Request Type column with a value of "Yes". The System Request Types is system-delivered and configured.
For Company level requests:
'Available For’ will always equal External Client
The 'Show Request Details To Approvers' is not available