Updating Templates for External Advancing Requests
To update the templates for your External Advancing Requests, follow the steps below.
Table of Contents
Open a New Request
Template Selection
Add or Delete Fields
Update the Current Template
1. Open a New Request
Click on the alarm bell icon in the top bar.
Click the "+" icon to create a new External Request.
2. Template Selection
Scroll down to Template selection.
Select the template you want to use. All the fields in this template will appear.
3. Add or Delete Fields
To add a field, hover between the current fields and click the blue plus sign.
To delete a field, click the bin icon on the right.
4. Update the Current Template
If you've made any changes, an orange button will appear. Click it to save the changes.
For safety, a pop-up will appear. Confirm by clicking the blue Update button to apply the updates to your template.
