In the Requests tab, you can perform various actions such as creating a new request, viewing an existing request, copying an existing request, editing a request, deleting a draft request, and filtering the request list.
Figure 1. Requests list tab
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Use the Search field to search the Request name or Event name. The Requests list updates as you type
- By default, the request list displays requests that you are watching. Use the All checkbox to include requests that you are not watching but have access to
- Use the Archived checkbox to show all archived requests
- Use the Bot dropdown list to filter requests by the Bot used to make the request
- Use the Assigned to dropdown to filter requests by whether the current step is assigned to you, a team member, or to no one
- Use the Status dropdown list to filter requests by the current status of the request
- Use the Bidding deadline dropdown to filter according to bidding deadlines, selecting from the earliest first or the latest
- Use the Requestor dropdown list to filter requests by the email of the person who made the request
- Click New request to create a new request.
- Name: Lists the unique identification of the request; the name is comprised of the abbreviated Bot code and a number. The number is incremented with each new request
- Event name: Lists the name of the Sourcing event
- Bot: Lists the Sourcing Bot used to make the request
- Assigned to: Lists who the current step is assigned to; you or a team member
- Status: Lists the current status of the request — Draft, Pending Supplier Selection, Pending Award, Pending Approval, Bidding Completed, and Rejected
- Bidding deadline: Lists the date that the bidding will close
- Requestor: Lists the email account of the user that made the request
- Pagination controls: Use the pagination controls to navigate to other pages of requests. Click the pagination numbers to select different options for the number of rows displayed per page
- Archive, copy, or open a request. The option to ba request is available for draft requests.