To make the Request system even easier to use, you can templatize Requests so default values are present in the Request entry fields.  Often, customers will create a Request Template to:

  1. Assign a default user / team to execute a request (e.g. Protein Production team)
  2. Assign default values to certain request  (e.g. Priority = Low)

Start by navigating to your Request configuration settings and then to the Request you want to templatize.

Scroll to the bottom of the configuration screen and click "Create Request Template".

A new tab will appear at the top titled "Template Settings". Click into this to find the template editor:

The following can be edited to provide default values:

  1. Assignees: Whom the request is assigned to
  2. Task templates: Fields of specified tasks
  3. Request fields: Fields within the main Request (fields located above tasks)

To edit these fields, remove the null value for the field you wish to create a templated field value for.  You can then insert the default value in quotations in its place.  Ensure that:

  1. The default value fits the field type of the field you are working with (e.g. integers can only be integers)
  2. Ensure that your value is in quotations.  (e.g. if your default value is 1, ensure that you insert "1" in quotations).

Enable Task Fields

To view the available Task fields, modify the JSON as follows:

  1. Find the TaskID number, located at the end of the URL, by navigating to the task; for example:
  2. Copy the "reqtsksch_###" from the URL
  3. In the template settings where the line reads "taskTemplates", paste the ID between two quotes, and insert a colon and another set of curly brackets  after the closing quote: "taskTemplates": {"reqtsksch_CVx7ASXy": { } }
  4. Finally, remove all lines where the word null appears–below is an example

Click "Update" to bring up all field values:

Modify Request and Task Fields

Modifying fields will depend on their data type:

  • Integers: replace null with the digit: 9
  • Floating point: replace null with a decimal value: 5.5
  • Text: replace null with text between double quotes: "Text"
  • Dropdown: replace null with the option text between double quotes: "Option 3"
  • Entity: replace null with the entityID, found in the URL of an entity: "seq_XWgV4ESr"

Modify Assignees

Requests can be assigned to individuals or teams. To assign a team, enter the exact name of the team between quotes. To assign an individual user, enter the handle of the user between quotes (this can be found in the Member tab of the Organization settings). Shown below is a Request assigned to the Viral Production Team. Before you finish, you will again need to remove all rows with a 'null' value (6 are shown here).

Auto-Add the Task

Tasks can be automatically added to a Request. Under the "taskTemplates" section, there is a line with "autoAdd" that defaults to 'false'. Change this to 'true' to have this Task always auto-populate the Request when a user opens the Request creation modal. 

Example: Shown below is a clip where a user:

  1.  Takes an entire template back to its original state (by updating with only a pair of curly brackets)
  2. Enters a taskID and removes null values to bring up Task fields
  3. Modifies the Assignee, Task 'float' field, Request 'dropdown' field, and Request 'integer' field
  4. Removes null values once again, and Updates to complete the template

With the modifications made above, including auto-add set to true, the pop-up modal would appear as follows:

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