Manage Request Types

Users with the Manage Site Settings administrative permission can manage request types, and view request type history. You can also create custom fields.

1. Select Settings > Manage Request Types.

2. Next to the request type you want, click .

   

   The Manage Request Type page appears.

   

   Note: The Name and Classification fields cannot be changed.

3. Use the following table to manage request type features: 

   Feature	Description
   Show space on the request form	From the drop-down, select if the Space field should be: Required to be completed on your request form. Not Required displays the field on your request form but it is optional. Hide does not show the field on your request form.
   Default "Send Email" Notes Checkbox On	The checkbox is automatically selected on the form to send an email when a note is created in a request. Users can uncheck the box if desired.
   Default "Internal" Notes Checkbox On	Enables users to record internal notes.
   Reopen Completed/Closed Requests when notes are added	Automatically reopens a completed or closed request when a note is added.
   Show in Menu	Enables this request type to appear on the New Request and Menu drop-downs. Toggle off to make this request type only accessible via a custom form.
   Active	Enables user to choose this request type. Toggle off to disable this request type.
   Use Walkthrough	Allows for a step-by-step request form submission process. Toggle off to use a form view.
   Enable Auto-Closing Requests Due to Inactivity	Automatically closes a request when there is no activity for a specified period of time. Note: When requests are auto-closed, an external note is added, stating, "This request has been automatically closed due to inactivity". To set how long a request will remain open with no activity, next to # Days to Auto-Close, select the desired number of days. Note: Activity can include status changes; notes, labor, inventory, and purchases added; and any field value change. To send an email when requests are automatically closed, select the checkbox.
   Enable Auto Time Tracking	Select Yes to automatically start tracking labor hours on a request when a user changes the status to In Progress. Once the request is Completed, the time auto-calculates in the Labor Hours field of the request, along with the Rate of Labor.
   Require Labor Hours Before Completing Requests	Select Yes to require that labor hours be entered on each request before the request can be completed.
   Auto Approve Requests with No Approval Path	Select Yes to automatically approve any requests without an approval path.
   Default Request Completion Days	To automatically add a 'complete by' date to requests if a requested completion date is not entered, enter the number of days this request should take to complete after it is submitted.
   Show Requested Completion Date	Allows users to enter a requested completion date. You can select: Admin Only All Users No: Hides the completion date for all users. Required: All users must enter a requested completion date.
   Include Labor Notes in Emails	To send email notifications when labor notes are added, select who will receive these notifications: Yes for all users Internal Only for Admin users No for no users
   Additionally Notify Permission	Select who can add additionally-notified users to a request: Hide Field Admin Only All Users Note: Additional users will receive email notifications as the status of a request progresses, even though they did not submit the request. Email notifications are sent when: The status changes to Canceled, On Hold, Completed, or Closed. Any notes are added.
   Use Specific Room/Area	Select Yes if you would like a room/area to be required on a request.
   Show Time Room/Area is Available	To have users enter a time when a room or area is available, select any of the following: Not Required: Optional field when submitting request. Required: Required field when submitting request. No: Hide this field when submitting request.
   Priority Field Visibility	Allows users to see the Priority field on the Request form. You can select: Admin Only Admin and Assignees Only All Users
   Show Asset on Request Form	Allows users to see the Asset filter on the Request form. You can select: Show All Users (Override Permissions) Only Show to Users with Permission
   Default Space Note: Only applies to email-submitted requests and custom form submissions. There is no impact on regular request submissions.	For emailed requests: If the user does not have a default space in their profile, this default space is used. For custom forms: If a space is not a field on the custom form, this default space is assigned.
   Change Closed Requests Color to Grey	Enables completed statuses (including Canceled, Closed, Completed, Declined, and Duplicate) to appear in grey font on requests and request reports.

4. To make a custom field required, do the following:
   1. Select the field name from the drop-down.
   2. Click the Manage Fields icon .
   3. Next to the field you want to make required, click .
   4. Select the Required checkbox.
   5. Click Save, and then click Close to go back to the Manage Request Types page.
5. Do any of the following:
   • Click Save. 
   • Click Save & Add.
   • Click Cancel.

To view request type history:

You can see the changes any user made by date to the request type settings.

1. Select Settings > Manage Request Types.
2. On the request type you want, click .

3. At the top-right of the page, click View History. A pop-up appears.