Move request wizard - configuration

Application management : Configuration : Self-Service : Web configuration : Web Configuration – Field Descriptions : Move request wizard - configuration

Page/block

Description

General

Specify the page properties (help text, actions and styling).

Add block

Specify the fields that user may populate. Typically, this contains data about the move request.

Upload block

Specify the upload settings, for example if uploading is allowed, what the maximum upload size is, whether a communication log should be used and if so, which type.

Move persons

Specify the page properties (help text, actions and styling). In the Show personnel move lines field, selecting Yes will display the Move persons step on the move request wizard.

On the move request wizard, for Move persons, Move assets, Special items for move and Overview steps, you can select specific actions for the Cancel buttons. Two fields are available on the Actions tab for the Cancel button to configure this: • Action - Select one of the following options:
Delete the request which deletes the move request completely.
Set to cancel status, which sets the move request to the selected cancel status.
• Cancel status - If Set to cancel status is selected in the Action field, you can select a relevant Cancel status in this field.

You can configure the action to be performed for each step individually, based on your requirements.

Person move lines block

Specify the Person move line fields that end users can populate.

Move persons block

If required, configure the selector for personnel and configure the relevant Edit page / Edit block, Add page / Add block and Details page / Details block on this Move Persons block.

Move assets

Specify the page properties (help text, actions and styling). In the Show asset / special move lines field, selecting Yes will display the Move assets step on the move request wizard.

Asset move lines block

Specify the Asset move line fields that end users can populate.

Move assets block

If required, configure the selector for assets and configure the relevant Edit page / Edit block, Add page / Add block and Details page / Details block on this Move assets block.

Special items for move

Specify the page properties (help text, actions and styling). In the Show move's special items field, selecting Yes will display the Special items for move step on the move request wizard.

Special item move lines block

Specify the Show move's special items fields that end users can populate.

Special items move block

If required, configure the relevant Edit page, Add page / Add block and Details page / Details block on this Move special items block.

Overview

The Overview step summarizes the move request details. Specify a help text that will be displayed at the top of the Overview. On the Actions tab, select the buttons that you want to have available on closing the wizard: Submit request, OK, close wizard, Cancel this request, Save as draft, Print all.

General information block

Specify the fields that users can populate. Typically, this contains data about the move request.

Move lines block

Specify the fields that users can populate. Typically, this contains data about the move request.

Communication logs

Specify the fields that end users can populate.

Order documents

Specify the fields that end users can populate.