Action a Dimensions CM request

Action a Dimensions CM request to move the request to another lifecycle state.

Note: To action external requests, use the relevant request provider, for example, Micro Focus ALM Octane or Atlassian Jira.

Guidelines and behaviors

  • When you action a request from your inbox, the request is removed from your list and moved to the inbox of users who have roles for the next lifecycle state.

  • If you are actioning a request to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, it will also be promoted to that stage. If there are any default areas associated with the project/stream, the related item files will automatically be deployed to those areas.

  • When you action a request to or from a lifecycle state that is sensitive, which requires an electronic signature, you are required to enter your Dimensions CM password.

  • If you are actioning requests related to Dimensions RM requirements, make sure you review the considerations described in Manage CM requests and RM requirements.

  • If the role on the request's next transition has an Assignment Type of Delegation Candidate, the request cannot be actioned unless a user is delegated.

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Action a request

Actioning moves an object, such as a request or item, to another lifecycle state.

PRIVILEGES: Action request to next state (REQUEST_ACTION_NEXTSTATE) to action a request to a valid next state. Action request to any state (REQUEST_ACTION_ANYSTATE) to action a request to a lifecycle state without a valid transition.

To action a Dimensions CM request:

  1. In the web client, select the Requests tab.

  2. Display a list of requests by expanding the appropriate node in the navigation pane, for example, Catalog or Inbox.

  3. Select one or more requests in the content pane.

  4. In the toolbar, click Action .

  5. For New State, select a lifecycle state:

    Action a single request

    Select To next state and select a valid next state from the list.

    Or select To specific state and select a lifecycle state from the list.

    You need the necessary privilege to action to a state other than a valid next state.

    Action multiple requests

    Enter a lifecycle state for all requests.

    Leave the field empty to use the next normal lifecycle state.

  6. Click Next .

  7. For a single request, set its attributes, and click Next. Required attributes are marked with a red exclamation point.

  8. (Optional) In the Comment field, enter a comment, and click Next.

  9. To delegate the request to another user, select a Role to delegate and Capability, and move the required user(s) to the Assigned Users list. If you also want to delegate the items that are related to the request, select Delegate related items. For details, see Delegate Dimensions CM requests.

  10. Click Next.

  11. On the Results page, check the results of the action.

    If a request has a sensitive lifecycle state, the buttons Authenticate and Continue and Ignore and continue are displayed in the Message column.

    To complete the actioning of the request, click Authenticate and Continue and enter your password. To skip authenticating the request and continue actioning other requests, click Ignore and continue.

  12. Click Close.

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See also: