Set up a Work Request Portal
One of the main ways to create a Work Request is through a Work Request Portal. This allows users to go to a specifically created URL and submit a Work Request.
Update an existing Request Portal
Your organization may have a couple of Request Portals set up, complete the following to edit a specific Request Portal.
- Navigate to Settings.
- Under the Tools and Support heading, click the Portal icon.
- From the Portal Name drop-down, select the portal name.
This will display the settings for the portal and below details the settings.
Remember, when you have finished your updates, you must click the Save button.
Set up a New Request Portal
- Navigate to Settings.
- Under the Tools and Support heading, click the Portal icon.
- Click the Save drop-down and select New.
The new portal settings screen displays.
Complete the settings fields below.
General Settings
Fields | Description |
---|---|
Portal Name drop-down |
Enter the Work Request Portal's name. The portal name can contain only letters and numbers. |
URL |
This is the specific URL for your Work Request Portal. |
Portal Type drop-down |
Select either:
When you select Open Form this creates several more forms including Use Captcha, Entity, and Contacts Only.
|
Portal Enabled toggle |
Toggle this to On to activate the portal. |
White Label toggle |
Toggle this to On if you do not want the default label on your Work Request Portal. |
Help and Contact
Field | Description |
---|---|
Display Help Phone toggle and field |
If you want to display the help phone number for the requester to call, then click the toggle to On and enter the phone number. |
Display Help Email toggle and field |
If you want to display the an email for the requester to email, then click the toggle to On and enter the email address. |
Display Twitter Link toggle and field |
If you want to display the your Twitter handle, then click the toggle to On and enter the Twitter handle. |
Display Facebook Link toggle and field |
If you want to display the your Facebook link, then click the toggle to On and enter the Facebook username. |
Field Selection
Field | Description |
---|---|
Allow Asset Lookup toggle |
Toggle this to On if you want to allow the requester to look up a specific asset. |
Asset Label field |
Enter in a asset label to rename an asset to a different term that may be more suitable to your business. |
Child Asset Label field | Enter in a child asset label to rename a child asset to a different term that may be more suitable to your business. |
Require Asset toggle |
Toggle this to On if you want to require the asset when submitting a Work Request. |
Open Form creates several more forms including Entity Label, Phone Field, Require Phone, Name Field, Require Name, Require Description, Request Form Title and Welcome Message. |
Work Order Fields
Field | Description |
---|---|
Add New button |
Open Form doesn't show the Work Order Fields; these will only display in a Secured Portal. |
When you are finished, then click the Save button.
Custom Fields
Custom fields can be added after the new Portal has been saved.
- Click the Add
icon and the Custom Fields dialog displays.
- Either select a custom field or create a new custom field.
- Click the Add button and the custom field displays.
- If the custom field is required, then check the Required check box.
- If the custom field is required on completion, then check the Required on Completion check box.
- In the Hint Text field, enter a short help text.
Any changes will be saved automatically.