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.
- 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.
- 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.
- 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.
- 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.