Add a Request For Information
To add a Request for Information (RFI) user role must have an “add“privilege (link to respective page) enabled.
To add an RFI in a List View (link to respective page):
Select the folder that will contain the new RFI(s) in a folder tree object on a left hand side.
Click on “+ Add” button in the data table action menu.
The “+ Add” button becomes available when the selected folder has a folder prefix assigned.
A new RFI will be automatically generated and displayed at the top of the RFI list.
If successful, a confirmation message will appear in the top-right corner:
“RFI [RFI Name] has been created successfully.”
If the operation fails, an error message will be shown:
“Error Occurred: Failed to create [Submittal Name].”