Back to video guides

request

What is a request?

Ask for information, files, or approval without moving responsibility.

This training narration is AI-generated.

Transcript

A request asks for information, a file, or an approval without moving responsibility. Requests are not handed off. The responder answers, asks for more time, or creates a child request if another person is needed. Next, open the related record and try the same flow on demo data.

Steps

  1. 1First we clarify the concept
  2. 2Then we look at real demo data
  3. 3We review the primary action in context
  4. 4Finally we verify the timeline record