Linked Documents Now in Browse Windows
Path: Transactions > Request > Request Log – Find
Path: Transactions > Request > Request Browse
Path: Transactions > Request > Batch Validation
Request browse windows now have an option to search for records with Linked Docs. You can then add Linked Docs on the Display Column Tab. In the grid column for Linked Docs, clickable links are displayed so that you can download or view documents depending on the type of link.
If a Request has multiple linked documents, you can click a link for a flyout that displays all the documents. These can also be viewed without having to leave the browse window.
These new options are available for the following windows:
- Request Log > Find
- Request > Request Browse
- Request > Batch Validation
This is the November Voice of the Customer enhancement. We would like to thank the University of Northern Colorado for submitting this suggestion. We saw an opportunity to redevelop the page to be more user-friendly in all areas. WebTMA has evolved into the solution it is largely through great feedback and suggestions provided by our clients.
Requestor Information for SRP Status and Search
Path: Admin > Form Attributes > Service Request Portal
When using the Status and Search pages of the Service Request Portal, the Requestor information is taken from the Work Order if a Work Order is not connected to a Request.
Previously, this information was not included in the Status and Search pages if the Work Order was not connected to a Request.
The following information will be taken from the Work Order is there is no Request:
- Requestor Name
- Requestor Email
- Requestor Phone
- Action Requested