Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Service Request List Page

The Service Request List page shows the subset or list of service requests you selected in the Service Request Homepage. From the Service Request List Page, you can review multiple service requests at a glance. You can edit fields inline on the Service Request List page. You can also select a service request to review, update, or cancel. For more information on updating records, see Updating Record Details.

Using the drop-down menu, you can also switch to another service requests list. The drop-down list contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Service Requests Homepage.

The following table describes what you can do from the Service Request List Page:

To do this

Follow these steps

Add service requests to books or remove service requests from books

On the Service Request List title bar, click Menu, and select Batch Assign book. Complete the steps described in Assigning Records to Books.

Cancel a service request

Select the service request. On the Service Request Edit page, change the status of the service request to Cancelled.

Create a new list of service requests

On the Service Requests List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.

Create a service request

On the Service Requests List title bar, click New. On the Service Request Edit page, enter the required information and save the record.

Delete all records from the list

On the Service Requests List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.

Export the list

On the Service Requests List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.

Find a service request

Click the Subject column header to sort the data. Then click a letter in the alphabet bar. For service requests beginning with numbers, click 0-9.

Manage all the service request lists

On the Service Requests List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.

Page through the list

Click the Previous or Next links.

Refine the search criteria for the list

On the Service Requests List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.

Show more/fewer records

In the Number of records displayed list at the bottom of the page, specify how many records you want to see at one time.

Show the key information and filter information for the list

On the Service Requests List title bar, click Menu, and select Show List Filter. See View List Page for an explanation of the information.

Update a group of service request records at once

On the Service Requests List title bar, click Menu, and select Mass Update. Complete the steps described in Updating Groups of Records.

Update a service request

Edit fields inline on the Service Request List page or select the service request to open the Details page. For more information on updating records, see Updating Record Details.

View a subset of service requests

On the Service Requests List title bar, click the drop-down list and change the selection.


Published 05/11/2007