Request For Information List View

RFI can be organized using a Folder Tree structure. They must reside within folders designated as “Mount Folders.” By default, the RFI Root folder cannot store RFI; its purpose—like other non-mounted folders—is primarily for organizational use.

Each Mount Folder requires a folder prefix, which is used as the prefix for RFI names created within it. The final part of the RFI name represents the total count of items in the folder, including removed items. The default count length is five digits.

RFI naming convention follows this pattern:
Example: INF-00001

RFI Folder Actions

There are several actions available to manage RFI folders. Click on the corresponding link below to learn more about each action.

• Add a Request For Information
• Copy/Paste Request For Information(s)
• Cut/Paste a Request For Information
• Delete a Request For Information
• Dropdown Options for Request For Information
• Edit a Request For Information(s)
• Request for Information Report file pdf reports into library
• Run Report for Request For Information

RFI Table Actions

The actions available in the RFI table vary based on role permission settings. These actions are documented below(click on each link to learn more about the corresponding module action).

• Add

• Delete

• Cut

• Copy

• Paste

• Share Folder

• Dissolve

• Download Structure

• Edit

• Set Access