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Planview Customer Success Center

Intelligent Forms generation by Request Type

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QUESTION:
Is it possible to set the IntelledoxConfig XML to generate documents only to a specific request type?

ANSWER:
Unfortunately no you can’t. You can however control if the form does anything based on a specific request type.

For example: All requests would have the Actions Menu item (which is what IntelledoxConfig XML controls) for the form “Review Change Request” (fake Intelledox form for my example).

So all requests would see that menu item, but in the form rules you would have an information box which shows the user “this for is only for CR type project requests, this request is a PR” when it’s the wrong request type and then for the correct request type (or types) then it shows the full form for the user to see.

You can use the same technique to control if a form is available for usage based on any combination of fields in changepoint. E.g ProjectCode39 = true and status=active will show a different set of questions then if status=inactive.