When reviewing requests users often refer to the Request Detail screen, which provides them with all the information about a specific request. This is also often where a user is sent when they receive a notification.
Depending on your needs, you may want to customize this page to ensure users focus on the most important information. Or you may want to include more information than the default layout. For instance, you can add Task/Request-related reports to the page.
The Request Detail Config tab allows you to define what information is displayed on the Request Detail screen, in what order to display it, and if the information should be expanded or contracted by default. This applies to any process you build.
A typical, default Request Detail screen.
To configure the Request Detail screen, open a process and click on the Request Detail Config Tab.
You will be presented with a blank work area and several widgets that can be dragged onto it.
By default, the Request Detail tab will include these items and in this order:
Should you want to rearrange the order of how these items are presented or include/exclude certain items, simply grab the item from the left-side panel and drag to the workspace as we've done below. To remove an item from the Request Detail Config that you have added, drag it back onto the list to the left.
Be sure to select the Save icon to save your changes. If you want to revert back to the default Request Detail display, select Use Default.
When the items in the Request Detail are displayed to a user, you can also choose whether or not the items are expanded by default:
Description of items that can be included/excluded:
Filter names used by the Request Detail Report widget: