How to setup Custom Request Types?

To create Custom Request Types in RunPTO, follow these steps:

Enable Custom Request Types:

• Navigate to the Custom Options Settings in Administration/Setup
• Locate the option labeled “Use Custom Request Types.”
• Activate or enable this option to allow the creation and utilization of custom request types.

Access the Custom Request Types Editor:

• After enabling the feature, find the “Custom Request Types” column.
• Click on the “Edit” button associated with Custom Request Types to open the editor interface.

Create Custom Request Types:

• In the editor, you will see options to add new request types.
• For each new request type, provide a descriptive name that clearly identifies its purpose.
• Enter the sequence in which you want the request types displayed on the Request Form.
• Save each request type by clicking on the disk icon..