Create and manage request lists

Create request lists in the desktop client to group requests based on specified criteria. You can include both external and native requests in a list, and add or remove requests from existing lists, as needed.

Create a request list

To create request lists in the desktop client, you need no special privileges.

To create a request list:

  1. In the desktop client, display a list of requests by opening the appropriate view. For example, to open all pending requests for your current user, select File > Open > All Requests Inbox.

  2. In the content window, select requests to include in the list. You can use search to find requests by ID.

    SHIFT+click to select a range of requests. CTRL+click to select multiple non-consecutive requests.

  3. From the menu bar, select Request > Edit Request List. The Edit Request List dialog box opens.

  4. For Existing/New Request List, enter a name for your request list.

  5. Click OK.

To view your request lists, select View > Reports and Lists in the menu bar, and expand the Favorite Requests node.

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Edit a request list

You can add, replace, or remove requests in a request list.

To add requests to a list:

  1. In the desktop client, display a list of requests by opening the appropriate view. For example, to open all pending requests for your current user, select File > Open > All Requests Inbox.

  2. In the content window, select one or more requests you want to add to the list. You can use search to find requests by ID.

  3. From the menu bar, select Request > Edit Request List. The Edit Request List dialog box opens.

  4. From the Existing/New Request List, select a request list.

  5. To add the selected requests, select Append to List.

    To replace the entire list with the selected requests, select Overwrite.

  6. Click OK.

To remove requests from a list:

  1. In the desktop client, select View > Reports and Lists.

  2. In the Reports navigation window, expand the Favorite Requests node to view your request lists.

  3. Select the request list from which to remove requests.

  4. In the content window, select one or more requests to be removed from the list.

    SHIFT+click to select a range of requests. CTRL+click to select multiple non-consecutive requests.

  5. From the menu bar, select Request > Edit Request List. The Edit Request List dialog box opens.

  6. Verify that the Remove from list option is selected.

  7. Click OK.

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Delete a request list

You can delete a request list only if you created it.

To delete a request list:

  1. In the desktop client, select View > Reports and Lists.

  2. In the Reports navigation window, expand the Favorite Requests node to view your request lists.

  3. Right-click a request list and select Delete.

    Note: You cannot delete an open request list.

  4. Click Yes to confirm.

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See also: