View and organize requests

Knowledge Center — Guide Builder

By Lily Dominguez Guerra ·

The Requests section brings together records created when processes are started in AUTOMY.

Its different views help you find your own requests, requests sent to you, those assigned for review, the requests available to you based on your role, and requests created through a bulk upload. 📋 Information in the list Requests appear in lists organized into tabs.

Depending on the view, you can see the request name, the process it belongs to, who started it, its status, and its start date and time.

Each row has an arrow-shaped icon that opens the details of that request.

The information you can see depends on your role.

An administrator can view requests from all processes and users.

A user can see the requests they created in the general views described for their requests. 🗂️ Choose a request view There are five views at the top of the section.

Each organizes requests according to your relationship with them: My Requests: shows requests that you started.

Received: brings together requests sent to you to complete or approve.

Review: shows requests assigned to you as a reviewer.

The type of review depends on the process and may involve reviewing an approval request or recorded information, for example.

All: displays the general requests available to you based on your role.