How to manage request views

Created by Abinaya Ramakrishnan, Modified on Tue, 27 Aug at 6:15 AM by Abinaya Ramakrishnan

Overview

Within the requests module, requesters can access views under the following tabs by default:

View Tab

Description

Submitted

This tab is the default view once the requesters enter the 'Requests' module within the Spendflo platform.

Draft

This tab has all the requests that have yet to be submitted and are in progress, waiting for the requesters to fill them out.

Open

This tab has all the submitted requests and is active within the platform.

Completed

This tab consists of all the requests processed from start to finish. 

All

This central view tab consists of all requests across all progressing stages.

Custom View

This tab consists of saved views with custom filters across all the requests that they find relevant.


To know more about custom views, click here.

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