Configuring the Request Entry Form

Objective

After completing this lesson, you will be able to configure Request Entry Forms in Concur Request.

Request Entry Form Configuration

In the Concur Request Business Requirements Overview unit, you learned that CVI has the following business requirements:

  • Users must include expected attendees on business meal and entertainment expenses.
  • Gift expenses must include details of the gift recipients.

Working with Request Entry Forms

Steps

  1. Access Forms and Fields

    Select Forms and Fields from the Request Admin page.

    Select Forms and Fields from the Request Admin tools.

  2. Access the Request Entry Forms

    Select Request Entry form type from the dropdown.

    Select Request Entry from the Form Type dropdown.

  3. Copy the Default Request Entry Form

    Select the Form Name and then select Copy Form button.
    1. Select Default Request Entry Form.
    2. Select the Copy Form button.

  4. Modify the Form

    Select the Form to modify.
    1. Select Copy of Default Request Entry Form.
    2. Select the Modify Form button.

  5. Change the Form Name

    Make the changes and select Save.
    1. Change the Form Name to Attendee Request Entry Form.
    2. Select the Save button.

  6. Add Fields to the Form

    Select the form and then select Add Fields button to add or modify fields.
    1. Select Attendee Request Entry Form.
    2. Select the Add Fields button.

  7. Add the Attendees Field

    Select the Attendees field and then select Add Fields button.
    1. Select the Attendees field.
    2. Select the Add Fields button.

  8. Adjust the Attributes of the Attendees Field

    Select Form Fields tab.

    Select the Form Fields tab.

  9. Expand the Attendee Request Entry Form

    Select Attendee Request Entry Form from the Form Fields tab.

    Expand the Attendee Request Entry Form.

  10. Open the Attendee Field Attributes

    Select Attendees to open the Attendee Field Attributes.

    Double-click the Attendees field.

  11. Make the Field Required

    Select the Required checkbox to make the Attendee field required and then select Save.
    1. Select the Required checkbox.
    2. Select the Save button.

Result

A form capable of capturing attendee information has been created.

In this lesson, you saw how to configure a Request Entry Form. In the next lesson, you'll learn to configure a Request Allocation Form.

Learning

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