This article applies to:

Product: ONESOURCE Global Trade
Sub-Product: Cross-platform tools

Edit Request Templates

To modify an existing request template, click Edit Request Templates
.

Clicking Edit Request Templates
will open the Edit Templates
pop-up. Choose a template from the provided list and click its corresponding Edit Template
link.

Clicking Edit Template
will open the Edit Request
pop-up.

To add a new record type, click Add Record Type
and refer to the Add Record Type
section of this User Guide.

Modifying an Existing Record Type

To modify an existing record type, choose and click on one of the available record types listed in the left-hand menu (Line, Party, Shipment, etc.).

To edit a field, choose a field in the table and click Edit
.

Clicking Edit
will open the Requested Fields
screen. In here, you can add or update informational fields, requested fields, requested documents, and/or Decision Trees. Each of these options is covered in more detail in the sub-sections below.

Add Informational Field

To add a new informational field, click the Add Informational Field
button.

Clicking Add Informational Field
will open the Add Informational Field
pop-up. Select a field from the drop-down and then click Add.

The informational field will then appear in the Informational Fields
grid.

Add Requested Field

To add a new requested field, click the Add Requested Field
button.

Clicking Add Requested Field
will open the Add Requested Field
pop-up. Select a field from the drop-down and then click Add.

The requested field will then appear in the Requested Fields
grid.

Add Requested Document

To add a new requested document, click the Add Requested Document
button.

Clicking Add Requested Document
will open the Add Requested Document
pop-up. Enter a document title in the Document
field and then click Add
.