Organization
Organize Requests with categories, labels, statuses, saved views, bulk edits, and exports.
- Creating and managing categoriesCreate Request categories, configure their submission forms and portal wording, and control customer submissions.
- Managing category access and Request visibilityControl who can access each category, set the default visibility for new Requests, and change visibility for one Request.
- Creating and managing form fieldsCreate reusable form fields, choose who can see the answers, add them to category forms, and use the submitted values.
- Organizing Requests with labelsCreate labels and label groups, apply labels automatically with AI criteria, and let customers choose public labels.
- Configuring Request statusesCreate Request statuses by type, choose the default status, and edit or remove statuses safely.
- Filtering Requests and creating saved viewsFilter the Requests list, arrange the results, and save the combination as a view for yourself or your team.
- Bulk editing RequestsSelect several Requests in the Requests list and apply one change to all of them.
- Exporting RequestsDownload your Workspace's Requests as a CSV file and understand which fields the export contains.