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Types of requests

Requests types are algorithms of work for requests set up according to a certain configuration.
For each type of request, you can configure the number of iterations (steps) that the request must go through for successful completion. For each step, a performer (a specific user) or a group of performers (an organizational structure department), status and progress can be automatically determined.

On the Request types page (in the For work menu, select Request types), a table with a list of previously created types is displayed:

(1) - type title (filter and sorting by this field is available);
(2) - type editing;
(3) - type removing;
(4) - new type creation.

After clicking on the Create button, the page for creating a new type of request opens, where you need to specify:

  • Title (1) - new type title;
  • Description (2) - Ñ‚text that will be displayed to the user before filling out a new request;
  • Configuration (3) - settings where you need to specify the performers or department to which the request will be assigned, as well as set the rules for its completion;
  • Fields (4) - additional information, which will be displayed to the performer in the form of a deadline in which you can leave your answers (find more in Request creation).

Configuration example:

   "steps": [
           "status": "New",
           "progress": "0",
           "assigned_department": "1340"
           "status": "Accepted",
           "progress": "30",
           "assign_to": "*"
           "status": "In progress",
           "progress": "60",
           "assign_to": "*"
           "status": "Completed",
           "progress": "100",
           "assign_to": "owner"
           "status": "Closed",
           "assign_to": "owner",
           "progress": "100",
           "is_closed": "1"

status - request status;
progress - completion progress, from 0 to 100;
assign_to - to whom to assign (you need to specify the user id).
If the request is not assigned to a specific user, but to the department, then you need to use assigned_department and specify the folder id of the department in Organizational structure.

The algorithm of the request using the configuration example above will be as follows:

  • Step 1 - When created, the request will have the status "New", progress - 0 and will be available to all employees who belong to the folder of the organization with ID "1340".
  • Step 2 - When one of the users of the "1340" unit clicks to accept the request, its status will change to "Accepted" and the progress will become 30, the request will be assigned to this user.
  • Step 3 - The performer can send a comment on the completion of the request, the status will change to "In progress" and the progress will be 60.
  • Step 4 - After submission at this step, the status of the request changes to "Completed", the progress is increased to 100. The request disappears from the previous performer and is assigned to the author.
  • Step 5 - The author can close the request.
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