How to create a Request Tool? – Yapoli help center

To create a request tool, the function must first be permissioned in the profile. In the permissions area, activate the manage key for the request tools.

Once it is permissioned:

Step 1 - Click on Settings in the upper right corner of the DAM;

Step 2 - Go to the "Request Tools" tab;

Step 3 - Add a new registration to the icon ;

Step 4 - Select "Request";

Step 5 - Place the title, the purpose of the tool, the executors and the approvers of the tool;

Step 6 - If you want to create a form for executors, select the existing Metadata for creation. When selecting, you can choose the order and also make it mandatory.

Step 7 - Add the name of the button that will show it on the item's screen;

Step 8 - Click Save.

Learn more: What is an Application Tool and what is it for?

How is a Profile permissioned?