This article is intended for: Editors of the Capital Budgeting module.
Use this article when: Creating or editing Request Forms.
- Navigate to the Request Manager tab in your Capital Budget application.
- Select the Forms tab.
- Now choose to either Edit an existing Form or Create a New Form.
- Locate the Request Groups panel, or add the Request Groups panel to a form by using the Add Form Panel button in the Form Editor.
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Select Request Groups from the panel templates.
- Select Add Selected Template. The Request Groups panel is a Multi-Select Dropdown panel that can be edited and maintained across all forms.
- Now you can Add Choice(s) and decide whether a requester can add a choice as the requester is filling out a form. Remember each choice needs to be a unique name!
Note: Deleting a choice will delete the history that is attached to that choice.
All changes made to the Request Groups panel are automatically maintained across all Forms. In other words, adding a choice or updating a name in the “Vehicles and Equipment” Form will be seen across all other Forms as well. You can remove the panel and add it back to any form and the current state will be maintained.
Pro Tip: It is best practice to make this panel Mandatory for requesters to fill out if you are looking to utilize the full filtering ability in the Request Manager, Dashboard, Scenarios, or Report Builder.
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