Working with the Intake Request Form

The Intake Request form is fully configurable and supports multiple request types, each with its own layout. A default layout is provided and used when no specific type layout applies.

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Default Intake Request Form Fields

Section	Field	Description
General	ID	System‑generated unique identifier
General	Type	Request classification; supports multi‑level values
General	Record Type	Indicates the record context (Contract, Party, Person, Amendment, Framework)
General	Submission Date	Automatically populated when the request is created
General	Status	Configurable value set (for example: New, In Progress, Approved, Rejected, Closed)
Request Details	Requestor	Person submitting the request (mandatory)
Request Details	Assigned Person	Person responsible for processing the request (mandatory)
Request Details	Related Record	Optional link to a Contract, Party, Person, Framework, or Amendment
Request Details	Request Note	Short summary or title
Request Details	Description	Detailed request information

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Customisation Options

Administrators can:

• Create custom fields for Intake Requests

Form Layouts screen can be used to:

• Configure mandatory fields
• Control section layout and ordering
• Define whether sub tab records open in pop‑ups or full screen
• Configure multiple layouts by Intake Request Type

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