Creating a request template

  1. From the menu, select Basics > Request Template.
  2. Click New.
  3. Specify this information:
    Request Template ID
    Specify an ID for this template.
    Request For
    Select Style, Material, or Trim.
    Request Type
    Select a request type from the list.
    Sub Type
    Select a request subtype.
    Brand
    Select a brand or multiple brands from the list.
    Division
    Select a division or multiple divisions from the list.
    Category
    Select a category or multiple categories from the list.
    Autogenerate Next Request
    Select to automatically generate next request when previous request is approved or rejected.
    Next Sub Type when approved
    Select a request subtype from the list.
    Free Field 1
    Specify a value.
    Notes
    Specify a short description.
  4. Click Save.