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Administrator Guide
Last Updated: 2023-06-23
Steps: Customize Requisitions

Steps: Customize Requisitions

You can customize the requisitioning process. Write new descriptions for shopping options, hide or require Workday-optional fields, or customize the guided tour on the requisition task.
  1. Access the
    Create Cart Link Override
     task.
    Create new instruction text for these shopping options on the
    Create Requisition
     task:
    • Add from Templates and Requisitions
    • Connect to Supplier Website
    • Request Non-Catalog Items
    • Request Project-Based Services
    • Search Catalog
    • Select from My Procurement Favorites
    Security: Set up the
    Set Up: Procurement
     domain in the Procurement functional area.
  2. Hide or Require Optional Fields.
    From the
    By Functional Area
     prompt, you can select:
    • Add from Templates and Requisitions
      .
    • Connect to Supplier Website
      .
    • Create Requisition
      , to edit fields on the initiation page of the
      Create Requisition
       task.
    • Requisition Event
      , to edit fields on the
      Edit Requisition
      task and the Checkout page of the
      Create Requisition
       task.
    • Request Non-Catalog Items
      . You must configure optional fields for the
      Requisition Event
       option to configure optional fields for the
      Request Non-Catalog Items
       option.
    • Search Catalog
      .
    • Select from My Procurement Favorites
      .
    • View Cart
      .
    When you enter information in the required fields on the
    Configure Optional Fields
     task for these functional areas, the web service overrides the
    Enforce Required in Web Services
     check box regardless of if you select the check box.
  3. From the
    Task
     prompt, select:
    • Checkout
      , to edit help text on the
      Edit Requisition
       task and the Checkout page of the
      Create Requisition
       task.
    • Create Requisition
      , to edit help text on the initiation page of the
      Create Requisition
       task.
    • Edit Requisition Defaults
      , to edit help text for the Edit Requisition Defaults page of the
      Create Requisition
       task.
  4. Access the
    Translate Guided Tours
     task.
    For non-English tenants, you must translate the help text on the requisition tasks.
    Security: Set up the
    Data Translation
     domain in the System functional area.