Work Item Request Pages

Use the IRP tab to create a work item request page that allows people to submit a work item request page from outside the application. An work item request page is assigned a unique URL. A work item request page can be used to allow people from outside of your organization (or from outside of the application) to submit information without requiring that user to provide a user name or password in order to submit the work item request page. Before creating a work item request page, you must create a custom summary view that defines the layout of the work item request page.

The IRP tab contains the following elements:

Name The name of the work item request page.
Item View A named summary view that will be used with this work item request page. The summary view determines the layout of the work item request page. You can design custom layouts for a work item request page from the View Designer view.
Item Location The work item to which this work item request page is associated. Any work item request that is created from this work item request page will be added as child work item to the selected work item location.
Email Address Required Indicates whether a user of a work item request page is required to submit their email address along with a work item request page.
Page URL A unique URL for the work item request page. This URL is generated automatically. This is the URL from which users can access the work item request page.
Available Item Request Pages This box contains the list of any existing work item request page.

Adding a work item request page

A work item request page is based on a custom summary view; before a work item request page can be created, you must first design a custom summary page from which a work item request page can be based.

To add a work item request page

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Investment Request Pages tab.
Click New.
Name the work item request page.
Select the custom summary view to which the work item request page is associated. The custom summary view determines the layout of the work item request page's Web page. The layout of a work 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 work item type that will be created when the work item request page is used to request new work item types.
Select Email Address Required to require individuals who submit a work 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 work item request page will submit their requests for a new work item.

Deleting a work item request page

If you are no longer using a work item request page, you can delete it.

To delete a work item request page

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Investment Request Pages tab.
Under Available Investment Request Pages, select a work item request page.
Click Delete.

Editing a work item request page

To modify the work item request page, make your changes, and click Save Request Page in the Actions box.

To edit a work item request page

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Investment Request Pages tab.
Under Available Investment Request Pages, select a work item request page.
Make your changes.
Click Save.

Viewing a work item request page

Item types are shown on the Investment Type tab in the Types Setup tab.

To view a work item request page

From the application toolbar, click Setup, and then select Customization.
Select the Types Setup tab.
Select the Investment Request Pages tab.
Select the work item request page you want to view from the Available Investment Request Pages list.