Create a buy request from the client portal
Allow a customer to submit the buy request form.
Before you start
Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property.
Follow these steps
- Open Buy Requests and select the customer’s request, or start a new request.
- Allow a customer to submit the buy request form.
- The client controller property_request defaults request_type to buy and uses the current customer context.
- Save or complete the action once, then inspect the request and any linked contract or invoice.
Fields, rules and limits
- The client controller property_request defaults request_type to buy and uses the current customer context.
Check it worked
The request and downstream links identify the correct customer, property and values.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The client controller property_request defaults request_type to buy and uses the current customer context.
Why is the record or action unavailable?
Buy-request View or View Own is required; changes require the corresponding write permission and an accessible customer/property. Check the current company and record relationship before requesting additional access.