Request Tracker


Request Tracker
 





Modify a Category in Request Tracker

Who can use this feature?

System_Admin.pngSlash.pngOwner.png

 

Overview

Categories in Request Tracker allow for ease of locating and organization of requests.

Instructions

  1. Navigate to Modules > Content > Request Tracker
    modules_content_request_tracker.png
  2. Select the category
    Select_Category.png
  3. Click Actions next to the category name
    actions.png
  4. Select Properties
    properties.png
  5. Change the information
    • Properties
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      • Category Title: The name of the category
      • Sender Name: The name of the sender
      • Reply To Address: The address to reply to
      • Permissions: Apply the appropriate permissions
        • View: May view the live side only
        • Author: Submit new items, modify/delete unpublished items
        • Publisher: Publish new items, modify/delete unpublished items, modify/unpublish published items and publish/reject submitted items
        • Owner: Publish new items, modify/delete unpublished items, modify/unpublish published items, publish/reject submitted items, create/modify categories and assign category permissions
    • Email Details
      Email_Details.png
      • Subject: Keep default of "Request Confirmation"
      • Header: Allows you to add text before the confirmation details
      • Footer: Allows you to add text after the confirmation details
      • Closed Request: Notifies that the request has been closed
        • Note: A message is sent whenever a request is closed. Here you can specify the message text that is sent when the request is closed. Limit of 2000 characters.
      • Reopened Request: Notifies that the request has been reopened
        • Note:A message is sent whenever a request is reopened. Here you can specify the message text that is sent when the request is reopened. Limit of 2000 characters.
    • Canned Responses
      canned_responses.png
      • Title: Title of your canned response
      • Body: Information about the canned response
      • Note: Click Save to save your changes to a canned response
        save.png
      • Note: Click Remove to remove a canned response
        remove.png
  6. Select Save at the top of the page
    Save_RT_Category.png



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