You can set up a default view based on request type or apply specific metaproperty filters so that your Waiting Room approvers only see assets related to a specific request type, streamlining the review process. This is particularly useful when dealing with high volumes of assets or when different approvers handle distinct asset categories and business units. By applying a filter, you ensure that approvers only see the assets relevant to their workflow, minimizing clutter and improving efficiency.
How to Customize Waiting Room Request Type View
-
Navigate to
Advanced settings > Portal settings.
-
Click Waiting Room Configuration in the left sidebar.
-
Open the dropdown in the Default request type section and select one of the available request types to make this the default request type.
Note
If your portal is configured with an integration that sends assets to the waiting room, the integration name will appear in the dropdown. Learn more about our integrations here.
-
Users entering the Waiting Room will now see this request by default.
How to Set up Metaproperty Filters in the Waiting Room
Add metaproperties from the available metaproperties to create a custom waiting room filter.
Note
Only select two available metaproperties in the list and can be selected. Request status, Request type, Request date, and Request by cannot be altered.
-
Navigate to
-
Click Waiting Room Configuration in the left sidebar.
-
Click the + button next to a metaproperty in the Available metaproperties section to add it as a waiting room filter.
-
To change the order of the metaproperty filters in the Waiting Room section, click the button to move a filter up the list or click the button to move it down.
-
To remove a metaproperty filter, click - next to the one you want to remove
-
Click Save Changes.
Important Information
-
A metaproperty set up as a filter containing many options, such as more than 10,000 options, may negatively affect the waiting room's performance.
-
The metaproperty filters show a maximum of 100 options by default. If the metaproperty you’re looking for is not listed, use the search within the metaproperty filter to find the option you need.
Updated