Enhanced Requests Experience
Summarize
Summary of Enhanced Requests Experience
The Enhanced Requests Experience in Employee Center allows for improved request management by enabling users to efficiently find and manage requests. It segments requests by type and provides default tabs, such as "For you" and "For others". Additional tabs and filters can be configured according to organizational needs.
Show less
Key Features
- Segmented request types with configurable tabs.
- Default filters for "Status" and "Updated", with options to create new filters.
- Drafts feature for saving requests before submission, with an option to hide the Drafts tab.
- Card view and list view options available for displaying requests.
- Responsive design that includes filter options with a "Show more" feature when necessary.
Key Outcomes
Admins can create multiple tabs to suit their needs, enhancing visibility and management of requests. Managers can view requests for their team, while employees can see their own requests and those made for them. Executives can access requests created for others, facilitating streamlined request management across different roles.
Improve your request management on Employee Center with the Enhanced Requests Experience that enables you to find and manage requests effectively.
In the Enhanced Requests Experience, requests are segmented by type. You get the For you and the For others tabs by default with the Enhanced Requests Experience. You can also configure other tabs as the functionality supports multiple tab interface. If the numbers of tabs exceed the screen size a Show more requests button displays the rest of the tabs in a list view.
You can edit the default filters Status and Updated available with the default tabs For you and For others. You can also configure new filters to the tabs as required. You can associate tabs to filters according to your organizational requirement.
The default number of requests shown on one page is 15. If it exceeds 15, pagination comes into effect.
The Enhanced Requests Experience let's you create a request and keep it in your Drafts instead of submitting it instantly. It will sit in the Drafts until you're ready for submission.
Drafts is enabled by default. If you want to hide the Drafts tab, mark the system property, Enable Save as draft in esc portal (glide.sc.enable.save_as_draft.portal.esc) false.
The requests are displayed in a card view by default. You can the view toggle icons next to the search bar to switch between card view and list view.
Enhance the visibility of requests by using the Filter by option. You can only have one filtering view for one portal. Filter options can be like Request Type, State, Location, and so on.
The Requests page is available on responsive view too. The filters are displayed with a Show more option when it exceeds the page length.
The Enhanced Requests Experience has improved features for different personas. The experience is scalable, so that admins can create as many tabs as required.
- View requests created by you on behalf of the team.
- View requests created by others for your team.
- View requests created for your own work location, when configured.
- View requests you have created for yourself.
- View requests that are created for you.
- View requests that are created for your work location, when configured.
As an executive assistant, you can view requests that you have created for others.