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Modify Request Template

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The Modify Request Template page enables you to view details of a Project Request workflow template. If you have the required security privilege, you can modify template information, such as template name, template owner and template category. You can additionally assign notebook topics, project codes and user defined fields, and delete the workflow template. When you are finished making changes to the template, click Next to revise information for each stage of the workflow template.

To delete the workflow template, click Delete Template, then click OK.

Workflow enables you to revise following template details:

General Fields enables you to specify the data fields that should be included in the template.

Notebook Topics enables you to assign notebook topics to the workflow template, as well as remove existing notebook topic assignments.

Project Codes enable you to assign project codes to the workflow template, and remove existing project code assignments.

User Defined Fields enables you to add user defined fields to the workflow template, and remove existing user defined field assignments.

To assign user defined fields to the template:

  1. Click the Assign User Defined Fields link.
  2. From the Available Columns list, select the user defined fields you want to assign to the template.
  3. Use the left or right arrow keys to move items from the Available Columns list to the Selected Columns list.
  4. Use the up and down arrow keys to arrange the order of the fields you select.
  5. Click Save.

Spending and Benefit Planenables you to specify if you want to include spending plan and benefit plan fields in the template.

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