Set Up a Request Record as Part of a Process

Basically, a "Request Record" is a type of Form Task where you’ll be able to present a form for users to complete and then anyone with access can continue to update the form without having to kick off a new Form Task each time. This "record" will then remain open and can be updated by anyone who has access to it.

You can think of Request Records as a form of light “case management.” One use case might be a security incident reporting process where the Request Record is started by the person reporting the incident and then it is continually updated as different team members handle different aspects of investigating and managing the incident.

NOTE: The data for each "version" of a request record gets stored as another "form" record in the database. So it is stored in the same format as our existing Form task.

Why would you use a Request Record instead of a regular form?

1) You want the form to be available for editing at any time during a process.
2) You do not want to re-launch the tasks that run AFTER a form is completed. 

Once the Request Record is created, the Request Detail page will include a new section, called "Request Records". All completed Request Records will appear in this list. If you have rights to edit the Request Records (i.e. you are a recipient of that task), you will see the word "EDIT" under the "Update Record" column.  If you do not have rights to edit, you will see the words "View Record" to see what has been recorded so far. To see previous iterations of the Request Record, click the "+" next to the Request Record name.

You can also access your Request Records by selecting "My Request Records" from the left menu. (This option needs to be enabled by System Administrators, in the System Configuration tab), or by using the My Request Records widget.

Creating a Request Record

  1. Create a new process.
  2. In a Process Flow, add a Form Task and select it.
  3. Select "Configuration" and then "Configure Task." Select the form you want to use as a Request Record and then check the box that says "If Multiple Task Iterations, refill entire form with previously entered data." Click Save.
  4. Select the Form Task again. Select "Configuration" and then "Advanced Settings." Check the box for "Make this Task a Request Record."

    Note: When a Form Task becomes a Request Record, it will display a special icon in the upper right corner as shown below.

  5. Select the Form Task again. In Recipients, the "Process Rule" must be "One of the recipients" (this should be the default).
  6. When designing the process, ensure that the task will only be "kicked off" one time.
  7. To allow a user to Edit a Request Record, make that user a "Recipient" of the Request Record Form Task.
  8. The request record will re-launch itself after it is completed, and display in the request detail (Forms On Top only) in its own section.

Note that Request Records will NOT appear in My Tasks.


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