Skip to main content

How to configure the availability of a request type

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.  To add th

Updated over 2 weeks ago

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.

To add the conditions, tick the "Is Situational Request" check box located at the bottom of the Request Type Details.

21.6_req_fix_situational.png

The Request Type Details page will refresh to show the Situational Rules section. To add multiple rows, change the value to the right of the button and then click the

apro_add_conditions_button.png

button.

mceclip2.png

Populate the mandatory fields as indicated with an asterisk *. Press either the [Field] or [Value] button for the Compare To field. Populate the Compare To field by choosing the name of the field from a drop down list if the [Field] button was pressed or by entering the value if [Value] button was pressed. Press [Save] to save the changes.

mceclip3.png

Here is an example of a completed Situational Rule:

mceclip4.png
Did this answer your question?