Workflow Requests

Beyond the built-in modules, your company can create its own request types — travel, expenses, equipment beyond the store, anything — as custom forms. They appear as extra tiles on your Home dashboard.

How do I raise one?

1. Open the request tile from Home (or a direct Raise a Request link your company shared).
2. Fill in the form — the fields are whatever your company configured; Raised by is filled automatically.
3. Click Raise a task and you'll see Task created successfully.

Some submissions kick off an automation behind the scenes — approvals, provisioning, notifications — depending on how your admins built the workflow.

How do I track it?

Exactly like an IT request: the module's home lists your Open and Closed requests, and the detail view shows your submitted answers, a colored status banner, and a comments thread. They also appear in your Tasks.