Set Up a Request Record

Basically, a "Request Record" is a type of Form Task where you will be able to present a form for users to complete and then anyone with access can continue to update the form without having to kick off a new Form Task each time. This "record" will then remain open and can be updated by anyone who has access to it.

You can think of Request Records as a form of light "case management." One use case might be a security incident reporting process where the Request Record is started by the person reporting the incident and then it is continually updated as different team members handle different aspects of investigating and managing the incident.

NOTE: The data for each "version" of a request record gets stored as another "form" record in the database. So it is stored in the same format as our existing Form task.

Why would you use a Request Record instead of a regular form?

1) You want the form to be available for editing at any time during a process.
2) You do not want to re-launch the tasks that run AFTER a form is completed.

Once the Request Record is created, the Request Detail page will include a new section, called "Request Records". All completed Request Records will appear in this list. If you have the rights to edit the Request Records (i.e. you are a recipient of that task), you will see a clock-like circular arrow icon and when hovered over with the cursor, a grey box will display containing the words "Update Record".


If you do not have rights to edit, you will only see an eye icon and when hovered over with the cursor, a grey box will be displayed containing the words "View Record". This will display what has been recorded so far.


To see previous iterations of the Request Record, click the ">" next to the Request Record name to expand.


Creating a Request Record

  1. Create a new process.
  2. In a Process Flow, add a Form Task and select it.
  3. Select "Configuration" and then "Configure Task." On the first line, select the form (ex. All) that will be used as the Request Record. On the Prefill First Priority line, select the form that will retain the previously entered data if the process routes back to that form task. Click Save. Screen_Shot_2017-04-06_at_3.54.32_PM.png

Select the Form Task again. Select "Configuration" and then "Advanced Settings." Check the box for "Make this Task a Request Record."


Note: When a Form Task becomes a Request Record, it will display a special icon on the upper right. Screen_Shot_2017-04-05_at_3.39.25_PM.png

  1. Select the Form Task again. In Recipients, the "Process Rule" must be "One of the recipients" (this should be the default).
  2. When designing the process, ensure that the task will only be "kicked off" one time.
  3. To allow a user to edit a Request Record as part of the main workflow, make that user is a "Recipient" of the Request Record Form Task. (Any user with access to the request as it is executing will be able to update the Request Record form by opening it from the Request Detail screen).
  4. The request record will re-launch itself after it is completed, and display in the request detail (Forms On Top only) in its own section.

Note: Request Records will NOT appear in My Tasks.