View, Edit, or Delete Requests

View, Edit, or Delete Requests

View Requests

You can view a request by clicking the request title from the request list view page. Click here to learn more about the request list view page and its options.

 

Edit Requests

To edit a request,

  • Open the request details page and click Edit.
    OR
    Click beside the desired request.

  • Modify the required fields and click Save.

 


Account field cannot be edited using edit form. To edit account field, use Change Account option. To know more, click here.

 

Delete Requests

To delete a request,

  • Open the request details page of the desired request.

  • Click Actions>>Delete.

 

To delete requests in bulk,

  • Select the requests to delete from the request list view by enabling the checkbox.

  • Click Actions>>Delete. The selected requests will be removed from the list view.

 

Request Trash

All requests that are deleted in the last 24 hours will be found here. To access request trash,

  • Go to Requests.

  • From the filter drop-down list, select Trash. This displays the list of requests in trash.


Requests in trash will be automatically deleted in 24 hours.



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