Edit Work Request

You can edit any field in the Work Request by either entering text in the fields, selecting pre-defined values for lookup fields, selecting check boxes, or adding/altering notes.

In this topic, you will learn about:

• the Edit Work Request Toolbar,
• creating general notes,
• creating discuss notes,
• clearing flags and discusses,
• attaching files, and
• editing tips.

The Edit Work Request Toolbar

The Edit Work Request screen contains the following buttons. If you do not have one or more of these buttons displayed in your toolbar, it is because you do not have permission to use that feature.

• New - create a new request.
• Save - save all changes that have been made.
• Cancel - undo all changes that have been made..
• Note - add a new general note. The new note is added at the end of all other notes.
• Discuss - add a new discuss note or alter an existing discuss note.
• Flag - add a new flag note or alter an existing flag note.
• Close - close the Work Request Detail screen.
• History - display the change history log for the current request.
• Options - select personal user options for modes of operation.

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Creating General Notes

To create a general note:

1. Select Note. The note is added to the bottom of the request form.
2. Enter the text of the note.
3. Select Save.

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Creating Discuss Notes

To create a discuss note:

1. Select Discuss . The note is added to the bottom of the request form.
2. Enter the text of the discuss note.
3. Select Save.

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Clearing Flags and Discusses

To clear a flagged or discussed note

1. Select Clear Flag or Clear Discuss from above the note.
2. Select Save.

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Attaching Files to Requests

To attach files to a request:

1. Scroll to the bottom of the Edit Work Request screen.
2. Select the Attach button in the Attachments section.
3. Select the attachment method:

• Copy and Link the File will create a new file on the server and the attachment will be linked to the file.
• Copy the File will copy the attachment directly to the Team database.

4. Use the Browse buttons to select your file to attach.(You can attach up to 4 files at once.)

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Edit Work Request Tips

The following are tips to remember when editing work requests:

• required fields are marked with asterisks (*) and have red field labels.
• you can only select a value for a lookup field by using the pre-defined field values.
• when using the calendar in the Target field, selecting Today will enter today's date in the Target field.
• to delete a note, remove all the text in that note.
• to download an attachment, select the link in the attachment section.
• to go to a related request, select the related request id in the related section.

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