Action Request Wizard

Use the Action Request wizard to action one or more Dimensions CM requests to another lifecycle stage. For details, see Actioning Dimensions CM Requests.

Field | Description
Page 1: Select lifecycle state
Next lifecycle state option | Select to action to the next normal lifecycle state. If the next normal lifecycle state has more the one transition, select one from the drop-down list. NOTE Not available in multi-request mode.
To specific state option | Select to action to any valid state. Select a state from the drop-down list.
Next button | Click to advance to the next page of the wizard.
Page 2: Modify request attributes
Role Section list | Select an appropriate role.
Attributes table | Type or select values as needed. Attributes in bold are required; attributes in italics cannot be modified.
Next button | Click to advance to the next page of the wizard.
Page 3: Delegate to other users
Role to delegate list | Select the role that you want to delegate.
Primary option | Select to assign to the user primary responsibility for the request.
Secondary option | Select to assign the user as a backup to the user with primary responsibility for the request.
Leader option | Select to assign to the user sole responsibility for the request.
Delegate related items check box | Select to also delegate any related items.
Available users list | Select the user you want to delegate the request to.
Assigned users list | Select any user you want to remove from the request.
Assign button | Click to delegate the request to the user selected in the Available users list.
Replace button | Click to delegate the request to the user selected in the Available users list and to remove the user selected in the Assigned users list.
Remove button | Click to remove the user selected in the Assigned users list.
Next button | Click to advance to the next page of the wizard.
Page 4: Add a comment
Comment | Enter a comment to append to the requests.
Next button | Click to advance to the next page of the wizard.
Page 5: Summary
Summary | Verify the action you are about to perform on the request.
Back button | Click to revise a selection on a previous page of the wizard.
Finish button | Click to complete the wizard.