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How to add a new request type?

Bartosz Czap avatar
Written by Bartosz Czap
Updated over 8 months ago

Step 1

Select Configuration from the side menu, then the Personal file configuration and the Request types list.

Adding a new type of request in the Personal file module.
Selecting "Request types list".

You can also do it by selecting Personal File from the side menu, Requests and then click the ‘Create a new request type’ button.

Adding a new type of requests in the Personal File module from the main page.
"Create new request type" button.

Step 2

Complete the ‘Name’ field, and then specify whether the request type will include the fields ‘Period’ and ‘Gross / net value’. After adding parameters, click ‘Add’.

Entering the name of the new request.

The new request type will appear in the list below.

New request type in the request list.
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