In this article, you will learn how to update/edit existing convert requests.

  1. On the Module Menu, click Harvesting and select Convert Requests. The Convert Requests sub-menu will expand.
  2. In the Convert Requests sub-menu, select View Convert Requests. You will be directed to the Convert Requests page.
  3. In the Convert Requests panel, use the fields as filter parameters.
    • Note: you can use multiple filter/search parameters.
  4. In this example, we use the Min Convert Date field. 
  5. After specifying the filter/search parameter(s) click.
  6. The searched/filtered results will appear in the Convert Requests list. In this page, you can view the convert request's summary.
  7. To select and update a request, click the Update Convert Requesticon.
  8. The selected Convert Request will open. In this screen, you can update the request details.
  9. Edit the necessary information. In this example, we edited the To Units Size field.
  10. Review the updated information before saving. Click to save the changes.
  11. A Confirmation message will appear on the screen indicating that the selected Convert Request was successfully updated.