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Submitting Requests in the Workfront Mobile App

You can submit requests to a request queue using your mobile app. 

You can see the same request queues in the mobile app that you have access to see in the Workfront web application. If you have access to submit requests to them in the Workfront web application, you also have access to submit requests from the mobile app. 

For more information about configuring Request Queues in Workfront, see "Creating a Request Queue."

To submit a request in the mobile app:

  1. Navigate to the Workfront home page.
  2. Tap Requests.
    projects_area.PNG
  3. Tap the submit_new_request_button.png icon to add a new request.
  4. Tap the name of a Request Queue for your request.
  5. (Conditional) Depending on how your request queues have been configured, you might have Topic Groups associated with a queue.
    Tap the name of a Topic Group.
  6. (Conditional) Depending on how your request queues have been configured, you might have Queue Topics associated with a queue.
    Tap the name of a Queue Topic.
  7. The Submit Request form opens and you can start entering information for your new request.
    Specify from any of the following fields: 
    (Optional) Issue Type: Select from the following options:
    - Issue
    - Bug Report
    - Change Order
    - Request
    NOTE Depending on the configuration of you request queue, these options might differ. 
    The default Issue Type is Issue.

    Subject: Specify the name of the issue. This is a required field. Required fields are marked by an asterisk. 
    new_request_with_mandatory_field.png
    (Optional and conditional) Depending on the configuration of your request queue, some or all of  following fields might be available to be updated: 
    Description
    : Add a description for your request.
    URL: Specify a URL that might relate to your request. 
    Priority: Specify a priority for your request. The priority should define how fast you think this request should be resolved. The available default options are:
    - None
    - Low
    - Normal
    - High
    - Urgent
    Your system administrator can modify the names of priorities. The default Priority is Normal.
    Severity: Specify a severity for your request. The severity should define the impact this request has on your work should it not be resolved in time. The available default options are:
    - Cosmetic
    - Causes Confusion
    - Bug with workaround
    - Bug with no workaround
    - Fatal error
    Your system administrator can modify the names of severities. The default Severity is Cosmetic.
    Primary Contact: The Primary Contact of a request defaults to you, as you are the most appropriate person to answer any questions about the request. However, you can change this to any other active Workfront user. 
    Assigned To: Specify the name of a user who this request should be assigned to. 
    Job Role: Specify the name of a job role that the request should be assigned to. 
    Team: Specify the name of a team that the request should be assigned to. 
    NOTE Instead of specifying the Assigned To, Job Role, or Team assignment as you are creating a request, we recommend to use Routing Rules for your Request Queues when you set them up in the Workfront web application, so they can be automatically routed to the appropriate resources. 
    For more information about setting up Routing Rules for your request queues, see "Creating Routing Rules."
    Planned Hours: Estimate how much time it would take for this request to complete.
    The default for Planned Hours is 1 Day. 
    Planned Start Date: Specify the date when work on this request should start.
    Planned Completion Date: Specify the date when you would like for this request to be resolved.
    Status: The default status of a new request is New. Your system administrator might have changed the name of this status. You can also change the status to something else, from this drop-down menu.
  8. (Optional) Tap Add Document to add an image file to your request on the iOS platform.
    options_for_attaching_documents.PNG
    Select from the following options:
    - Take Photo: this option requires access to your camera and to your photos.
    - Use Last Photo Taken: this option requires access to your photos.
    - Choose From Library: this option requires access to your photos.
    NOTE You can only attach pictures taken with your device on the iOS platform. 
    Or
    (Optional and conditional) If you are using the Workfront mobile app on the Android platform, tap Add Document to add an image or any other file to your request.
    upload_doc_on_android_submit_request.png
    Select from the following options:
    - Take Photo: this option requires access to your camera and to your photos.
    - Use Last Photo Taken: this option requires access to your photos.
    - Select File: this option opens a browsing window where you can browse for any file saved on your device or on an external drive associated with your device. 
  9. (Conditional and optional) If there is a Custom Form attached to the request queue, it is listed at the bottom of the Submit Request form. Tap the name of the Custom Form, to edit it. Specify any fields that are available in the Custom Form.
    NOTE Custom fields that appear as drop-down menus in the Workfront web application and have between 2-4 options appear as radio buttons in the Workfront mobile app.
    editing_custom_form_on_new_request.PNG
  10. Tap the back arrow to the left of the name of the custom form, to save your custom data and return to the request.
  11. Tap Submit.
    Your request is submitted to the request queue and the appropriate resource can now start working on it.