Configure My Requests to track open records

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Specify which records that you want your users to see under My Requests so that they can track their work assignments. For example, you can add a filter to display records that are opened by the user from the Problem table. By default, the app displays records that are opened by the user from the Incident and Requested Item tables.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Prozedur

    1. Navigate to All > Now Mobile App > My Request Filters.
    2. In the My Request Filters [request_filter] table, create a filter to display records from a specific table:
      1. Click New.
      2. On the form, fill in the fields.
        Tabelle : 1. Request filter form
        Field Description
        Title Name for the filter.
        Table Table that extends the Task table. The app displays records from this table under My Requests.
        Filter Filter for the table. For example, you can set the filter to [Opened by] [is (dynamic)] [Me] to enable users to view their own requests.
        Active Option that you can select to make the filter active.
        Applies to Option that you can select to apply to Mobile apps.
      3. Click Submit.
      Records from the defined filter are displayed in the app under My Requests in the For Me tab.