If you have view and create permissions for Request for Information (RFI) records, you can quickly add and upload a record from the project home page.

1. From the project home page, select Add .
2. From the records list, select RFIs.
3. If there is only one template available, the New RFI item page displays. If there are multiple templates available, the Select Template page displays. Choose a template, then select Add.
   Note: In the list, a star icon indicates the default workflow template that is selected by your administrator.
4. Fill in the required Subject field.
5. To enter a question, select Ask a Question, then select Add.
6. Choose an option:
   • To save your updates, select , then select x to return to the records list. A dialog message displays: RFI updated.
   • If you are a required assignee, template manager, or portfolio administrator, the Submit option displays. To save your RFI, move it to the next step, and return to the records list, select Submit. A dialog message displays: New RFI created.

   Note: If a response is required, when you select Submit, a response required message displays. You must select Response, choose a response, then select Select before you can submit.

   Note: If you select submit and there is no assignee assigned for the next step, the Add assignees to next step page displays where you are required to select an assignee, or the template manager, before the record can advance to the next step. See Add an assignee to the next step in template workflow.