Order Settings Tab

The Order Settings Tab provides options for configuring order details such as the deadline and domain information. It includes these configuration options:

Reference

Choose whether the Client is required to provide a reference and configure the field to be visible or non-visible. A help message may be provided if desired.

Deadline

The deadline of the order is the latest date when work related to the order must be completed. You may set this option to be required or not required on the order form, make it visible to or hidden from the client, and add a help message. Additionally, you may configure:

1. Minimum Lead Time - Specify the earliest deadline in terms of hours from "now" that a client can select within the order form. For example, if you cannot process an order in a shorter time than 1 day, then fill in eight hours here.
2. Default Hour - By default, the deadline time is preset to 12 AM, but you can change that to set it to a different time, for example at 6 PM.
3. Configure a Delivery Time - Typically a deadline should match your work hours. For example, you may specify that a deadline must be between 10 am and 6 pm.

Note that the deadline also takes into account the working times set in the Company planning. For more details, please see Planning.

Domains

The Domains field may be used to configure the domains that will be displayed to the client and pre-selected on the order form when that specific user option is chosen. These settings may be configured:

Help Message - Provides additional information to the client when clicking on the tooltip icon.
Existing Domains - Configure existing domains that will be displayed as selection options to the client on the order form for the user option.
Preselected - Configure any domains and/or subdomains that should be automatically selected in the order form.

Languages

Source Languages - The source languages settings may be used to configure if language selection is a requirement for the client, to provide a help message, and to configure available or default language selections on the order form.

Help Message - Provides additional information to the client when clicking on the tooltip icon.
Languages - Configure the source languages that will be displayed as selection options to the client on the order form for the user option.
Preselected - Configure any source languages that should be automatically selected in the order form.

Target Languages - The target languages settings may be used to configure if language selection is a requirement for the client, to provide a help message, and to configure available or default language selections on the order form.

Help Message - Provides additional information to the client when clicking on the tooltip icon.
Languages - Configure the target languages that will be displayed as selection options to the client on the order form for the user option.
Preselected - Configure any target languages that should be automatically selected in the order form.

Working file(s)

Uploading Files - This option may be used to configure whether or not the user is required to upload files as part of the submitted request. If unticked (disabled), a user can submit requests without uploading any files. This is not recommended.

Uploading Reference Material - This option may be used to configure whether or not the user is required to upload reference materials as part of the submitted request. If enabled, a separate upload option for reference material is added to the order form when the user option is selected. Those files will be stored in a dedicated folder in the documents library.
Instructions - A text box may be provided to let a client fill in additional instructions or comments about the order on the form. If enabled, an additional field for adding comments will reside on the order form.

Custom fields

If you create custom fields for orders, you will have the possibility to enable them in this section. This lets your clients enter the required data when submitting their requests. Optionally, use the placeholders available to preset the default values.