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Can you reorder Request Types?

Ron Moses
Contributor
August 15, 2024

It appears Request Types are listed alphabetical on the screen.  I would like to be able to reorder the request types so the most important/most used request type is on top.  I could not locate a way to do this in the documentation but am hoping someone can share how it can be done.

2 answers

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4 votes
Answer accepted
Susan Waldrip
Community Champion
August 15, 2024

Hi @Ron Moses , welcome to the Community!

When you create your Request Types and view them in the Project settings > Request types list, they probably won't be in order you want and you can't seem to reorder them on this screen (which is a little odd, but...). However, you *can* reorder them in the Project settings > Portal settings > Portal groups tab. On that tab, if you click the down arrow on one of your groups, you can drag them into the order you want using the double three-dot icons on the left of each request type:

request type reordering.jpg

This is true for Company-managed projects, not sure if it's the same for Team-managed projects.

Ron Moses
Contributor
August 15, 2024

Thank you for the help, that worked great!

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Susan Waldrip
Community Champion
August 15, 2024

You're welcome, I'm glad you've joined the Community! ☺️

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1 vote
Answer accepted
Victor Law
Community Champion
August 15, 2024

Hi @Ron Moses

Welcome to the community.

It is possible to sort/change the order of the Request Types under the Portal settings page:

Project settings > Portal settings > Portal groups

Screenshot 2024-08-15 at 10.00.04 PM.png

Thank you.

Ron Moses
Contributor
August 15, 2024

Thanks for the help!

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