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Planview Customer Success Center

V2014 How can the request creator automatically be set as request initiator when creating a request using a template?

QUESTION

When using request templates, is it possible that the current user is automatically populated into the field 'initiator' when creating a request?

 


ANSWER

This is possible. To do so, the request template properties need to be modified. In the tab 'Access' activate the checkbox 'Set the request creator as request initiator'.