Organization Change Request

In eWeb, logged in users can submit a request to change their organization name. This is added in netFORUM as a Customer Request. This page can be accessed from the My Information page by clicking on the Org Change Request button.

Setup

To enable the eWeb Organization Change Request, certain Customer Request setup values must be added, as described below.

You must have an activity type called exactly Organization Change Request, and at least one Reason as shown in the nearby screenshot. Be sure to check the "show online" checkboxes.

Though a a specific role is not required, you must have at least one role to be assigned as the default role for the assignee.

These codes will be shown to the user.

Additional customer request setup codes for Organization Change Request

The following codes also must be setup. The codes are case sensitive:

These codes are hard-coded defaults value that the Organization Change Request form looks for and will throw an error if they don’t exist.

The user will get an email based on the Correspondence Template setup in the ContactRequestDefaultCorrespondenceTemplateGuid system option, if they check the checkbox.

See Also