4. How to Edit a Request
The Requests module not only lets you log new client requests, but also provides a full edit interface for updating request details, changing status, and communicating with clients. The Edit Request page centralizes request information and message history in one place.
1. Open the Edit Request page
In the left-hand navigation, click Requests to view the list of all requests.
In the table, locate the request you want to edit and click Edit in the Actions column.
The Edit Request page opens with tabs for General and Messages.
2. Update Core Request Fields
Inside the General tab, you can update the main request fields:
Name: The request title.
Time range: Start Date and End Date selectors.
Client: The primary client associated with the request.
Related clients: Additional client contacts linked to the request.
Status: Indicates the current request state,state such(e.g., asActive, active.Archived).
Type: Defines the request category.
Description: A multi-line field for request details.
Note: The Client field is locked after creation to preserve accountability.
3. Additional information and attachments
In the General tab, you can add structured data and files to the request.
Additional information: Select available nodes to store structured request data.
Attached file(s): Upload files such as images or PDFs using drag and drop or the browse option.
4. Communicate with the Client
Switch to the Messages tab at the top of the Edit Request page.
The Messages tab displays the conversation history related to the request. If no messages exist, an empty state is shown.
Use this tab to review previous messages and continue communication when available.
All messages are time-stamped, attributed to you, and—if API-integrated—pushed to the client’s portal.
5. Save changes
Click Save to apply any updates made to the request fields or attachments.
Note: You can add or edit statuses that are assigned to requests in the Settings module (Statuses tab of the Configurations section).
When creating a new Request status in Settings → Configurations → Statuses, make sure to define the Order field.
The Order value controls how statuses are displayed in dropdowns and lists. Statuses are sorted in ascending order based on this value.
If the Order field is not set, the status may appear in an unexpected position in the interface.
The Edit Request feature centralizes all aspects of request management—metadata, status tracking, file attachments, and real-time messaging—into a single, intuitive panel. By keeping request details up to date and maintaining a live chat history, your team can ensure timely resolutions and a seamless client experience.