Update request
You need a Service or complete license to update a request. For details, see the list of user plans.
What can I update
Your options depend on your role, the request category, and whether you are the owner of the request. Most commonly, you will update the status, priority, and owner, when responding to a request.
Only the owner may update the fields Read status and Last changed.
Note
The fields Created at and Deadline are not shown in edit mode because they cannot be update manually.
Steps
Locate and open the request.
Select Details (
).Tap the Edit icon (
) in the footer.Update the information as necessary.
Tap Save.
Tip
If you are looking at a list of requests, for example your open requests or requests linked to a specific sale, you can swipe left and select Edit. This is a shortcut for steps 1-3 above.
Change status of a request
Do one of the following:
- When viewing the request, tap the Task icon and select Set next request status.
- In a list, swipe left and choose Set next request status from the Task menu.
- Open the request in Edit mode, change the field, and save.
Assign, accept, delegate
For a request to be your responsibility, your name must appear in the request's Owner field.
Whether you want to accept an unassigned request, take over for a colleague, or delegate to a request handler, the steps are the same. Do one of the following:
- When viewing the request, tap the Task icon in the footer and select Set owner.
- In a list, swipe left, and choose Set owner from the Task menu.