Preferences - Request Tracking
Select what information is provided to requesters on the first page of the tracking interface so they can track their request, as well as how that information displays.
Request Fields to Include
Define the fields that are included in the request tracker after request submission, and when/how those fields display.
Add a Request Field to Include
To add a field to the request tracker, follow the steps below:
In the Request Fields to Include table, scroll to the bottom of the table and select the Create Row button,
. The Create Row window displays.Configure by entering values for the relevant fields:
Name (Required) - Enter a descriptive name for the field. This name displays as the label for the field.
Value (Required) - Enter one or more schema fields to populate the field. You may also enter free text.
Description - Enter a description of the field.
Display Conditions - Define the conditions that determine if the field displays.
For more information about condition groups, see Conditions.
Sort Order - Define the order the fields display in, where the higher value displays first.
When finished, select Create. The request field is added to the tracker.
Main Interface Layout
The Main Interface Layout section provides various options for configuring how the main interface displays. Selectively enable or disable options here to create the experience you want for your internal users.
Include Manual Tasks
Select whether the interface displays manual tasks on the side panel.
Enable Reuse Request Action
Select whether users have the option to create a new request by reusing an existing request.
Include Comments Tab
Select whether the interface displays the comments tab on the side panel. If not selected, users can access comments by selecting the Collaboration button.
Enable Cancel Request Action
Select whether users have the option to cancel a request.