Form Submission

After completing a Request Submittal form:

  1. A confirmation screen appears, thanking the user for their submission.

    submission

  2. The new Request is then added to the system. Any applicable Notifications (established in the Work Flow Setup) are sent to employees or supervisors.
  3. New customers with addresses not found in the system are added to the Lucity Customer modules, and the Contact information is stored.

    Note: New Customer records are only created if the "Update Customers from Requests" option is enabled in the Desktop's Work > Administration > Work Options module.

Note: After receiving this confirmation, users can choose to create another Request or close the program. If the form included an Email Address field, the "Send Email copy" button appears. This allows the user to opt to have a copy of the confirmation sent to their email account.