Administrative Help

Creating a Request Type

A request type is a template from which Requests with predefined settings can be created. The administrator defines a Request type.

Once the Request type is defined, other enterprise users can create Requests based on that particular type.

To create a Request type:

On the Administration Home page, under Workspace Types, click Create Request Type.
The Create Request Type screen displays.
Type the name of the new request type in the Request Type Name text box.
From the Workspace Type list, choose the type of workspace the new request type will be for.
Note: The workspace type you select affects the fields you can include on the Request form.

Important: If you select a workspace Type that is using a Custom Display Name, this request type will also use the Custom Display Name. For more information, see About Auto Workspace Naming.

Type a brief Description of the request type.
In the Request Form Fields area:

Select Visible for the fields you want to appear on the Request form.
Select Required for the fields that a user must enter when creating a request. Required fields are automatically made visible.
Note: The fields you can choose from depend on which workspace type you selected in the Workspace Type list.

If you want to define an approval policy for the request type, select Define Approval Policy.
New fields and check boxes appear. For details about creating an approval policy, see Creating a Request Approval Policy.
Click Save to create the request type.