Request overview in F2
Working daily with F2 Desktop, the amount of requests may quickly accumulate, so a list of active requests is a practical tool that comes with any F2 installation. F2 Request offers tools for adjusting the lists through search and display options.
Besides internal requests, the lists also contain group and external requests if these add-on modules are installed.
Standard request searches
F2 comes with two standard request searches:
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“F2 Requests to unit”
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“F2 Requests from unit”
These standard searches are located in the “Units searches” list node to the left in the F2 main window.
Request recipients will see any received requests in the “F2 Requests to unit” list. This list shows records with requests that are sent to either the current user’s unit, or any user with a job role in said unit.
Similarly, the “F2 Requests from unit” list contains in progress-requests sent from the current user’s unit. This list shows records with requests sent by either the current user’s unit, or any user with a job role in said unit.
Additionally, the sender can see the request in their "My sent records" list and the recipient can see it in their "My inbox" list.
Searching for requests
All requests regardless of status can be found in the “Archive” list. This allows the user to create an overview of all requests to which they have at least read access.
Only advanced searches should be made in the “Archive”. To perform an advanced search pertaining to requests, click the Advanced search menu item in the main window ribbon and then select the “Request” search group.
The “Request” search group
In the table below, the "Search field" column lists each search field variation if more than one is available. For example, "Record or case status" have the variations "Record status" and "Case status". If you can fill in a search field with predefined values, these are italicised in the "Possible values" column.
| Search field | Possible values | Description |
|---|---|---|
”Creator” |
User Unit Me My unit |
Search for requests created by the specified user/unit. |
”Type” |
Predefined request types managed by an administrator. |
Search for requests based on type. |
”Deadline” |
Date Yesterday Today Tomorrow Undefined +[no. of days] -[no. of days] |
Fill in one or both date fields. Use + and – to define a dynamic period starting or ending a number of days from today. Search for requests with a specific deadline. |
”Request, internal deadline” |
Date Yesterday Today Tomorrow Undefined +[no. of days] -[no. of days] |
Fill in one or both date fields. Use + and – to define a dynamic period starting or ending a number of days from today. Search for requests with a specific deadline. |
”Description” |
Search string |
Search for requests whose description contains the specified search string. |
”Recipient” |
User Unit Me My unit |
Search for requests sent to the specified user/unit. |
”Executor” |
User Unit Me My unit |
Search for requests for which the specified user/unit is the executor. |
”Executed” |
Yes No |
Search for requests that either have or have not been executed. |
”Return to” |
User Unit Me My unit |
Search for requests to be returned to the specified user/unit. |
”Approved” |
Yes No |
Search for requests that either have or have not been approved. |
List display options
The result list can be adjusted to provide a better overview of requests in “My inbox” as well as in searches for requests specifically. Adjust the result list by clicking the Show requests display option, and by adding relevant columns.
Certain columns are helpful when it comes to keeping track of requests, e.g. “Recipient”, “Request deadline”, and “Executor”.
Request columns in the record view
| Column | Description | ||
|---|---|---|---|
“Request” |
Shows whether there is a request on a record. |
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“Request completed” |
Shows whether the record’s request has been marked as completed. |
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“Request created by” |
Shows the user who created the request. |
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“Request deadline” |
Shows the deadline for the request set by the creator. |
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“Request execution date” |
Shows when a request was executed. |
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“Request executor” |
Shows the user or unit that executes a request on a record. |
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“Request recipient” |
Shows the user or unit set as the request recipient. |
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“Request reply date” |
Shows when a request has been replied to (when the answer record was sent). |
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“Request status” |
Shows whether the request is:
|
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“Request text” |
Shows the date and time for when the request was sent. |
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“Request type” |
Shows the content of the text field of the request.
|
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“Request, internal deadline” |
Shows the request recipient’s own deadline. |
Columns in the request view
| Column | Description | ||
|---|---|---|---|
“Case No” |
Shows the number of the case on which a record with a request is located. |
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“Case title” |
Displays the title of the case. |
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“Deadline” |
Displays the deadline for the request set by the creator. |
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“Executor” |
Displays the user or unit that executes a request on a record. |
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“Icon” |
Displays the request icon. Read more about icons and their variations in the Request icons section. |
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“ID” |
Displays the ID of the request. |
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“Request, internal deadline” |
Displays the request recipient’s own deadline. |
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“Rec.ID” |
Displays the ID (key) that is automatically allocated to a record when created. |
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“Recipient” |
Displays the user or unit set as the request recipient. |
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“Record recipients” |
Displays any recipients who received the request as an email. |
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“Record sender” |
Displays the sender if the request was sent as an email. |
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“Record title” |
Displays the current title of the record. |
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“Request created” |
Displays the date and time of the request’s creation. |
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“Request created by” |
Displays the user who created the request. |
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“Request sender” |
Displays the name of the user who sent the request. |
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“Request sent” |
Displays the date and time the request was sent. |
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“Request type” |
Displays the content of the text field of the request.
|
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“Unique record title” |
Displays the current title of the record and its ID. |
Request icons
Depending on the deadline and status of the request, the request icon changes. Hover the cursor over a request icon to see a tooltip with information on status, deadline, requester, recipient, and a description of the request.
| Icon | Description |
|---|---|
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Create new request. |
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Request without deadline. |
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Request with more than seven days until deadline. |
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Request with less than seven days until deadline. |
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Request with an exceeded deadline. |
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Edited* request without deadline. |
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Edited* request with more than seven days until deadline. |
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Edited* request with less than seven days until deadline. |
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Edited* request with exceeded deadline. |
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Executed request. |
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Cancelled request. |
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Finalised request. |
*=I.e. changes to deadline, request type, or description after the request has been sent.