Create a request
- Open New request and choose a request type.
- Complete the form. Required fields are marked. A calculated total that uses a currency field is shown as money and cannot be typed over.
- Save a draft or submit. An empty submit names the missing fields and does not create a request.
The new row appears in My requests without a manual refresh. Each request receives a number from the numbering settings for that type.
Statuses
- Draft — saved, not yet in the workflow. The requester can withdraw it.
- Submitted and ReSubmitted — waiting for a decision.
- Partially Approved — an earlier stage has approved and a later stage is still open.
- On Hold — paused. It can return to ReSubmitted.
- Approved or Rejected — the decision is recorded and a closed date is stored.
- Closed — finished after approval or rejection. Reopen starts a new submitted date and clears the closed date.
- Cancelled — withdrawn by the requester. Drafts, requests on hold, and requests still waiting for a decision can be withdrawn.
Find a request
Search matches the title, status, priority, requester, request type, category, department, source, amount, and the answers on the form. Filters narrow the grid. Export downloads the current view. All requests is available to people whose role includes it.
Request detail
Open a row to see the form answers, the people on the request, the timeline, comments, and the available actions. The timeline shows a stage deadline only when that stage has deadline hours. Profile photos appear next to people when SharePoint can resolve them.
