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Function documentationXPress Request Template Specifications Locate this document in the navigation structure

 

On the Specifications page, you can:

  • Add line item specifications to the template

  • Import specifications from a library

Features

Field Help for Line Item Specification in XPress Request Template Dialog Box

The following provides help for the fields in the Line Item Specification dialog box.

Function

Description

Specification Attribute Name

Type a name for the specification.

Entry Required by Internal Customer

Select this checkbox to indicate that an internal customer must enter a value for this specification.

Entry Required before Open for Bid

Select this checkbox to indicate that this specification must contain a value to open the request for bidding.

Allow Multiple Options per Line Item

Select this checkbox to allow the XPress request creator to add multiple options for this specification.

Type

Select the type of specification response from the dropdown list.

Description

Enter a description of the specification.

Display Field

If applicable, select the type of field in which the request creator is to enter the response.

Default Value

If applicable, specify a default value for the specification.

Allow Override of Default Value

Select this checkbox x to enable the request creator to replace the default value with another value.

Internal ID

Enter an internal ID for the specification. This value is used as a cross-reference tag in custom reports.

Activities

Adding Specifications to an XPress Request Template

For more information about individual fields on this page, see table above.

To add specifications:

  1. On the Specifications page, choose Add.

  2. In the Line Item Specification dialog box, make entries in the required fields.

  3. Choose OK.

  4. Repeat steps 1 through 3 for each specification you wish to add.

  5. Save your entries.