Setting Deadlines for Resource Forms
1. Resource Form Configuration
Set a global deadline that applies to all assigned portals.
Who Can Set It:
Resource Editors
Resource Approvers
Form Editors
Form Approvers
Steps:
Navigate to the Resource Form.
Click the Configuration tab.
Scroll down to the Form Settings.
Set the Request Deadline.
Applies To:
All portals assigned to the form, unless overridden by more specific settings.
2. Portal Assignments
Set deadlines at the Advance Type level or for individual portals.
Who Can Set It:
Resource Editors
Resource Approvers
Form Editors
Form Approvers
Steps:
Navigate to the Resource Form.
Click the Portal Assignments tab.
Select an Advance Type.
Set a deadline at the Advance Type level, or scroll down to the Portal-Specific Settings to set a Portal-specific deadline.
Applies To:
A specific Advance Type and/or individual portals within that Advance Type.
3. Advance Types and Portals
Further customize deadlines within an Advance Type.
Who Can Set It:
Advance Type Editors
Advance Type Approvers
Steps:
Navigate to Advance Types and Portals.
Select the applicable Advance Type.
Open the Assigned Resource Form.
Set the Request Deadline at the Advance Type or Portal level.
Important:
Advance Type Editors or Approvers cannot set a deadline that is later than the deadline already set by a Resource Editor or Approver.
Need Help?
If you’re experiencing technical issues, contact Event Systems at amp@c3presents.com with a summary of your issue.