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How To: Create, Edit & Delete Information Requests

Instructions on how to create, edit and delete information requests

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Written by Alex Gyorffy

Create a New Request

You can create Information Requests in two ways: individually or via bulk import using Excel.

A. Create an Individual Request

  1. Navigate to the Information Requests page

  2. Click the Tools dropdown (top right)

  3. Select New Request

  4. In the modal, enter:

    • Request Name

    • Description

    • Category

    • Due Date

    • (Optional) Priority

  5. Click Create to add the request to the list

B. Bulk Import Requests via Excel

  1. Click the Tools dropdown

  2. Select Import Requests

  3. In the modal:

    • Drag-and-drop or select your Excel file

    • Use the Download Template link to get the latest version of the import format OR

    • Import an exported list of requests from Suralink (note: you must save the Suralink export as an XLSX file; by default it exports as a .xls 97-2003 worksheet)

  4. After uploading:

    • A success message will appear in the top-right corner if the import is successful

    • If there’s an error, verify the correct file type. Message our support team if you continue to receive an error.

Edit Requests

You can edit requests individually or in bulk.

A. Edit a Single Request

  1. Locate the request in the list

  2. Click the pencil icon on the right side of the row

  3. Update the request details as needed

  4. Click Submit to apply changes

B. Bulk Edit Multiple Requests

  1. Click the Tools dropdown

  2. Select Bulk Edit Requests

  3. In the bulk edit panel:

    • Toggle the fields you want to update: Category, Status, Priority, Due Date and Permissions

    • Enter the new value(s)

  4. Use the checkboxes to select the requests you want to update (or use Select All)

  5. Click Preview Changes to review updates

  6. Apply the changes by clicking Confirm

C. Edit Mode

  1. Click the pencil icon top right next to the Tools dropdown

  2. Make rapid updates to individual requests across the entire request list. Type directly into cells and change values. Rows that have been edited are highlighted.

  3. Save or Discard your changes.

Edit mode also supports the ability to add new categories and requests. New categories require a new request to be created.

Delete Requests

You can delete requests individually or in bulk.

A. Delete a Single Request

Click on the trash can icon (right side of the request row) to delete a request.

B. Bulk Delete Multiple Requests

  1. Click the Tools dropdown

  2. Select Bulk Delete Requests

  3. Click the checkboxes to select individual requests, categories or all requests

  4. Click Delete to remove the requests


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