Open requests

EP Help General > Tools > Dashboard

Request-type activities are displayed here. If the Show my activities only box is unchecked, all ones meeting the above criterion are shown, if not, then only ones assigned to the user are.

 

The list of open requests has the following columns:

 

Column

Comments

Project

Project the Request belongs to; link to the Project Details section in Activity Center

Customer

Customer Name

Activity

Activity Name; link to the Activity Details section in Activity Center

Assigned To

Activity Assignees

Status

Activity Status

 

 

Illustration: Open Issues on Dashboard

 

 

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Open requests that are past their End Date are highlighted in red.

 

 

Controls

 

The widget has the following controls:

 

 

Control

Description/Action

 

Accesses the widget’s settings

 

Toggles between the minimized and expanded state of the widget window,

 

Closes the widget.

 

Widget Settings

 

The widget has the following editable settings:

 

 

Widget display name. Default: Open requests.

 

Maximum number of elements to display on one page. Default: 10.

 

 

Customization

 

You can customize the widget in terms of adding columns, making some of the available columns visible or hidden, or editing the relative width of the columns. Additionally, you can change the order of the columns using drag-n-drop.

 

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The Name column cannot be hidden.

 

To customize the widget:

 

1.

Click the Customize link.

2.

To hide a column, click 'Hide'. Click OK to confirm the action.

3.

To add a column, select it on the drop-down list beneath the list of available columns, and click 'Add'.

4.

To edit the width of a column, click 'Edit'.

5.

To change the position of a column on the list, drag it by the handle (customizeprojectcolumnreorderdrag)

up or down the list and drop it at the new location.

6.

To save the changes made, click 'Apply'.

 

 

 

 

 

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