My Requests | Online Help | Qntrl

My Requests

Users who raise requests in a  board  can stay informed about the progress of their requests from the  My Requests module. Organization users who are not a part of the  board  can create cards as requests in the  board . Only users within an Organization will be able to view their requests from this module.
 
For instance, Zylker a software company, has multiple departments to run their business. The IT department takes care of the asset requests raised by the organization users. The organization users can raise new requests and view their ongoing and completed requests from the My Requests module.
 
My Requests module will be visible only to Organization users and Lite users added to the organization. 

Allow Organization users to create requests

Board admin can allow users not a part of the board to create requests in the board. 
  1. Navigate to Boards  in the left panel.
  2. Choose the respective board and click more options 
  3. Choose Manage Requester from the pop-up.
  4. Click Configure beside Allow external users to create requests .
  5. Publish the Organization Users service.
 
Organization Users: Users who are not a part of the board but are a part of the organization can create cards. You can allow any organization user to create cards by enabling ' All organization users ' or allow only specific users to create cards by enabling ' Specific organization user' .    Users who are already a part of the board can create cards and not requests in it. 

How organization users can create requests 

  1. Navigate to  Requests in the left panel.
  2. Click New Request .
  3. Select the service (board) for which you want to create a new request.
  4. Fill in the required fields in the form.
  5. Click Save .


Where can organization users view their cards 

The My Requests  module is visible to all users. However, the service (boards) will only be visible to the users when they are enabled in a published service.
 
External requestors can update the cards based on the permissions provided to them.
 

Views  

You can customize and view the requests based on your requirement in My Requests . To switch views,
  1. Click the drop-down arrow beside the view name at the top panel.
  2. Choose the respective view. The following views are supported:
  1. Open Cards by Timeline: This view will list all the open cards based on the time at which the cards were created.
  2. Open Cards by Service: This view will list all the open cards based on the board. 
  3. All Requests: This view will list all the requests raised by the requester.


Cards will be listed based on the view selected.

Sort Cards

You can choose ascending or descending order based on which the cards can be sorted within the view. Click  to sort the cards within the selected view.   

Created on  

To sort cards based on the created time, click the drop-down beside the sort criteria and select Created on .

Due on  

To sort cards based on the due date, click the drop-down beside the sort criteria and select Due on .

Updated on  

To sort cards based on the date/ time at which the cards were updated, click the drop-down beside the sort criteria and select Updated on .

Unpublish the enabled service  (Organization users)

  1. Navigate to the respective board under My Boards .
  2. Click more options   and choose   Manage Requester  from the pop-up.
  3. Click Edit beside Allow external users to create request .
  4. Click Unpublish Service beside Organization Users .

A success message will appear on screen to confirm your action. 


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