Creating custom requests
| DMF | 191101 WEB PORTAL CUSTOM REQUESTS NEW |
Custom requests can be created:
- From an empty custom request ;
- From a time block, to automatically retrieve all the fields specified in a time block and only modify the desired values;
- By duplicating an existing custom request.
From an empty custom request
| 1 | Click on + New. |
A custom request form opens. This screen displays the fields shared with all custom requests as well as the custom data that are specific to the custom request's category.
| 2 | In the input form, add one or multiple receipts or documents linked to the custom request. For example, a training contract for a training custom request. To add receipts, you can: |
- drag and drop the desired receipts in the
area; - click on the area to open your file explorer and select the desired receipts.
| 3 | Specify the fields that are shared with all custom requests: |
| Field | Description |
|---|---|
| Call name | Give a title to the custom request. |
| Date |
Click on Example I have a training session on March 3. When I create a custom request for this training, I set the date to March 3. |
| Currency |
Select the currency from the help list. This currency will be used if the custom request implies expenses. |
| Multi-project |
Check this box to indicate the custom request is multi-projects. When this box is checked, the Customer and project fields are hidden. However, the Customer and project fields must be specified on each expense line added to the request. The box is unchecked by default. |
| Customer and project |
Specify the Customer and projects fields:
To quickly specify the project, click on |
| Description |
Specify a comment to give more details about the request. |
to select the date and time of the custom request.
next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.| 4 | Fill in the custom data that are specific to the custom request's category. |
| 5 | Click on Save. |
The custom request is created but has not been transferred for approval yet. The custom request is categorized as To be requested.
From a time block
When creating a custom request from the timesheet allows you to automatically specify in the custom request, the customer, project and time entry description.
| 1 | To create a custom request that is directly linked to timesheets: |
- From the Timesheets & schedules, select the desired time block, click on
> New custom request; then select the desired request type; - From the Activity overview menu, click on in the Actions column for the relevant line, then click on New custom request then select the desired request type.
The custom request window opens. The customer, the project and the description filled in for the time block are retrieved automatically.
| 2 | Specify the desired fields. |
Reference
For more information about shared fields in the custom requests, refer to From an empty custom request.
| 3 | Click on Save. |
The custom request is created but has not been transferred for approval yet. The custom request is categorized as To be requested.
By duplicating an existing custom request
| DMF | 191102 WEB PORTALS CUSTOM REQUESTS DUPLICATE |
An existing custom request can be duplicated to quickly create a new request with the information retrieved from the original request.
| 1 | Click on  at the right of the desired request, then on Duplicate. |
The duplicated request screen opens.
| 2 | Modify the desired information. |
| 3 | Click on Save. |
The custom request is duplicated but has not been transferred for approval yet. The custom request is categorized as To be requested.
