Customization → Types Setup → Item Request Pages → Adding an item request page
Adding an item request page
An item request page is based on a custom summary view; before an
item request page can be created, you must first design a custom summary
page from which the item request page can be based.
To add an item request page
- From the top-level navigation, open the Admin module.
- Select Customization.
Select the Types Setup tab.
Select the IRP tab.
Click New .
Name the item request page.
Select the custom summary view to which the item request
page is associated. The custom summary view determines the layout of the
item request page's Web page. The layout of an item request page is
defined on the View Layout tab in the View Designer tab.
Click the ellipse button next to Investment Location and choose
the item type that will be created when this item request page is
used to request new item types.
Select Email Address Required to require individuals who submit an
item request to also provide an email address.
Click Save . The Page URL is generated. This URL is the page from
which users of the item request page will submit their requests for a new
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