Creating Dimensions CM Requests

You can create a Dimensions CM request or base (prime) a new request on an existing Dimensions CM request.

If you prime from an existing request, the fields in the New Request Wizard are populated with information from that request.

When you create a Dimensions CM request, it is added to the repository and assigned to the initial lifecycle state. If you don't have all the necessary information about the request, save it as draft.

External requests: You can create SBM requests directly in the Visual Studio's embedded browser. To create Micro Focus ALM Octane or Atlassian Jira requests, use the relevant request provider. For details about working with external requests, see the Dimensions CM online help.

To create a Dimensions CM request:

1. In Dimensions Explorer, under the project or stream where you want to add a request, right-click Requests and select New Request.

   To prime a new request from an existing request, right-click a request in any open list tab and select New.

   The Create New Request wizard opens.

2. From the Raise request against list, select the product where the new request will be created.

3. From of type list, select a request type.

4. Enter a title for the request.

5. Provide a description of the request:

- Select From file and enter the name of the file that contains a description of the request, or click Browse to search for the file.

- Select Text and enter a description of the request.

Click Next. The Base Request On page opens.

6. To base the new request on an existing request, select Base request on and enter the request ID, or browse to find a request.

7. To set a relationship between the new request and the request on which it is based, select a relationship type from the Relate as list. Click Next. The Request Attributes page opens.

8. Enter or select attribute values as needed. Attributes in italics cannot be changed. Attributes in bold are required. Click Next. The Related Objects page opens.

9. To select the project or stream that the request affects, in the Related stream/project box do one of the following:

- Start typing the ID. Streams and projects that contain any characters in the string are displayed. For example, to find QLARIUS:VS_BRANCHA, enter vs.

- Select a stream or project from the list. Favorites and recently used streams and projects are displayed at the top.

10. Enter the design part specification(s) that the request affects in the Related design parts field or click Browse to search. Leave this field empty to use the root part for the product.

11. Enter the baseline(s) that the request affects in the Related baselines field, or click Browse and enter information such as the product, type, title, ID, originator, and status. You can then choose baselines that match your criteria.

12. Enter the item specification(s) that the request affects in the Related items field or click Browse and enter information such as the product, project, type, ID, originator, and status. You can then choose items that match your criteria.

To define the relationship between the request and the item(s), select a relationship type from the Relate as list.

13. Enter other request(s) that the new request affects in the Related requests field or click Browse and enter information such as the product, type, title, ID, originator, and status. You can then choose requests that match your criteria.

    To define the relationship between the new request and the affected request(s), select a relationship type from the Relate as list.

    Click Next. The Request Attachments page opens.

14. (Optional) Add an attachment:

1. Click Add. The New Attachment dialog box opens.

2. In the Filename field, enter the full path to the file, or browse to find the file.

3. By default the attached file retains its original name. To assign a new name, enter the name in the Attach as field. This information is displayed in the ID column.

4. In the Description field, enter a file description. This information is displayed in the Description column.

5. Click OK. The information is displayed in the Attachments list.

   TIP: You can drag and drop files from Windows Explorer onto the attachments list.

Click Next.

15. On the Summary page, review the list of operations and click Finish. To change any of the settings, click Back.