Configure items per work type

Limit the available items per work type when customers create requests.

The Items per type of activity section controls which items belong to each work type.

Use it to simplify request creation for customers.

1

Open the portal

Open the portal you want to edit.

2

Open Items per type of activity

Select the section in the left menu.

3

Choose a work type

Select the work type you want to configure.

4

Select the items

Choose which items should be available for that work type.

5

Save the settings

Click Save.

Why this helps

• keeps the request form shorter
• prevents irrelevant item choices
• guides customers toward the right selection

Frequently asked questions

What happens if I set no items?

That depends on your setup.

In many cases, customers can see a broader item list.

Can one item belong to multiple work types?

Yes.

You can reuse items across work types.

Do I need work types first?

Yes.

You configure items per existing work type.

Related topics

• Customer Portal
• Configure user settings and permissions
• Create a work order in Customer Portal