Default Fields within Requests -Powered by Conga
May 14, 2025
This is a list of the default fields that are included in the Request, as well as the type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.
Information
| Field | Field Type |
| Request Subject | Text |
| Relationship | Choose an Existing Relationship |
| Record Type | Client Meeting (Cannot be updated) |
| Show in Portal? | Check box |
| Request Origin | Client Phone Call, Client Email, Client Meeting, External, Internal, Other |
| Request Date | Date |
| Contact | Choose an Existing Contact |
| Due Date | Date |
| Change Effective Date | Date |
| Ready to Submit? | Check box |
Request Details
| Field | Field Type |
| Instructions | Text |
| Request Notes | Text |
| Internal Reference | Text |
Current Status
| Field | Field Type |
| Status | Open, Completed, Canceled |
| Current Step Assigned On | Date |
| Current Step | Text |
| Current Step Assigned To | Choose an Existing User |
Execution Status
| Field | Field Type |
| Last Step Completed | Text |
| Next Step | Text |
| Last Step Completed On | Date |
| Next Step For | Choose an Existing User |
| Last Step Completed By | Choose an Existing User |
System Information
| Field | Field Type |
| Data Broker ID | Text |
| PCE - Definition | Choose a Definition |
| Completed By | Choose an Existing User |
| Completed Date: Date | Date |
| Completed Date: Time | Time |
Learn more about Requests here.
