Create a Request View

The “Request Sectioning” functionality allows an Administrator to modify the internal proposal sections by creating additional request sections, arranging the order of the request sections, and modifying section names.  An Administrator can configure the request section preferences for each proposal type or create one preference to serve as the default for all proposal types.

1. Under the Admin tab, view the Application Configuration section.
2. Under the Proposal Types submenu, click the Set Up Request Views hyperlink. Your existing request sections are displayed.
3. Click the New button.
4. In the View Name field, enter the name of the new Request View.
5. If applicable, from the Apply Settings to Proposal Type dropdown menu, select a proposal to use as a foundation for settings. Optionally, you can clone an existing Request View.
6. Order the Request Sections fields, as necessary.
   1. Note: The Order column determines the order that the sections are displayed internally. 
7. Click the Save button. Your Request View has been created, and an Edit column is added to the Requests Sections table.

Additional Information

• The Section Name column indicates the name displayed in the section heading on the request record.
• The Display Type column determines which sections display to the user in the request record. Display types include,
  • Hide: The section navigator link does not display in the Request Checklist, and the section does not display in the request screen. The value in the Order column changes to "N/A" to indicate that they are not displayed.
  • Display on first request screen: The section navigator link displays in the Request Checklist. When that link is clicked, users will be taken to the selected section on the request screen.
  • Display on its own screen: The section navigator link displays in the Request Checklist. When that link is clicked, another screen will open and display the selected section.
• All default request sections will have the following fields:
  • Custom Section Name: The section name.
  • Custom Introduction Text: Introduction text for the section.
  • Display Type: Display of section on the request record.
  • Add New Custom Fields to this Section: New custom fields will automatically be included in the section.

The Proposal section will have the following additional fields:

• Include Core Request Fields in this Section? – check this box if you want to
  include core fields, such as “Request Owner”, “Proposal Type”, and “Request Source”.
• Custom Fields – select the fields, which you want to appear in this section, from the “Available” box and add to the “In Use” box.