- Create, View & Edit Record Requests
- Create Record Request
Record Requests section allows you to add new record requests or view the added record requests.
Create, View & Edit Record Requests
You can view & edit the record requests by clicking on the Records.
Create Record Request
You can create record request by clicking on the “ADD NEW” button on the Record Request Page.
After clicking on the button, pop up form will appear where you need to select the user who is creating the record request and select the following option as shown on the screenshot.
After selecting the desired option, a dropdown menu will appear using which you need to select the appropriate option for creating a new record request.
Once you’re done adding the record, click on “CREATE RECORD REQUEST“.