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CS Call Request Type not mandatory

  • 8 August 2023
  • 2 replies
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Userlevel 5
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The Request type in our Customer Support Orders is set to be mandatory but users are still able to save a new CS order without entering one.
If they later make a change, it then stops them until they add this but it should force them to add one when they create it, not only if they change something.

This all works fine for Service Orders but not in Customer Support Orders.  Are there any other settings that control or affect this?

Thanks

Chris

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Best answer by Phil Seifert 8 August 2023, 14:23

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2 replies

Userlevel 7
Badge +21

HI Chris,

When you say you made it mandatory, was this via Customizer?  If so, were the settings something like the ones below?

I think the key points would be to make sure it is set to Execute on Server which will also enable the On save new option.  Explanation of this is found in the Customizing Astea Alliance.pdf file.

 

Userlevel 5
Badge +12

Hi Phil,

Thank you for the comprehensive answer, we only had the first one set and have just tried adding the other two and now it is working.  We will need to clean up some open calls that have this missing but once done, we should be OK.

Thank you.

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