Overview of the New Improved Requests User Interface

The Requests tab interface has been crafted for superior information visibility and quicker diligence and integration management. Now you'll have access to:

Inline data editing

Click on fields directly to seamlessly edit information just like you would in an Excel spreadsheet.

Quick filters

Quickly sift through data with the new filtering capabilities.

Personalized views

Customization of the the interface to suit your preferences and workflow for a more personal touch. This includes requests columns order and visibility management, as well as columns width adjustment.

Organization requests table default view

Customize the default request view for all the internal and external users. Set up column visibility and order to match your operational style.

Improved Timeline view

Our enhanced timeline view provides a snapshot of your integration progress. You'll have visibility into the duration of workstreams, enjoy effortless timeline adjustments for tasks, and benefit from automatic task scheduling.



For more information on the Timeline feature, check out this article: How do I use the Gantt chart feature?

Progress Bar View

We've brought back the progress bar view for request lists! Now by selecting the progress bar view button, you can see the amount of requests in each status (i.e. open, in progress, and resolved). This is helpful for having a high level view of work that needs to be done within each worklist.



Note: We have officially released the new UI to all our users and the old code is retired.

If you need any further assistance or have additional questions, please don't hesitate to reach out to our support team.

Updated on: 31/08/2023