Edit Dimensions CM requests

You can edit the description, attributes, and relationships of Dimensions CM requests in your inbox if the requests are owned by your site. The rules defined in the Administration Console determine whether you can edit a request at any state in its lifecycle.

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

For details on how to unrelate currently related design parts, items, or other requests, see Relate and unrelate objects.

Edit a request description

You can edit the description of a Dimensions CM request.

PRIVILEGES: Add/edit detailed description.

To edit a request description:

  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 a Dimensions CM request in the content pane, and click Open in the toolbar. Or click the request's name. The Open Request dialog box opens.

  4. In the General tab, update information in the Detailed Description field.

  5. Click Save.

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Edit a request action description

You can edit the action description of a Dimensions CM request.

PRIVILEGES: Add/edit detailed description.

To edit a request action description:

  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 a Dimensions CM request in the content pane, and click Edit Action Description in the toolbar.

  4. In the Edit Action Description dialog box, update information in the Description field.

  5. Click Save.

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Edit a request attachment list

For a Dimensions CM request owned by your site, your can edit the list of files attached to the request.

PRIVILEGES: Update Request Attachments.

To edit a request attachment list:

  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 a Dimensions CM request in the content pane, and click Open in the toolbar. Or click the request's name. The Open Request dialog box opens, displaying general details about the request.

  4. To change the description of an attachment, in the File Attachments section, enter a new description.

  5. To delete an attachment, click its Remove Row button.

  6. To attach a file, click the Insert Row button and enter the file path. Or browse to select a file. Optionally, add a file description. By default, Dimensions CM adds the following description:

    Attachment created <date> by <user ID>

  7. To save the changes, click Save.

    To save the changes and action the request to its next normal state, click Save & Action.

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Edit request attributes

Your can set or change the attributes of Dimensions CM requests.

In addition, the attribute update rules defined in the Administration Console determine which attributes you can edit.

PRIVILEGES: Update Request.

Note: When you edit an attribute that is sensitive, which requires an electronic signature, you are required to enter your Dimensions CM password.

To edit request attributes:

  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 a Dimensions CM request in the content pane, and click Open in the toolbar. Or click the request's name.

  4. In the Open Request dialog box, select the Attributes tab.

  5. Set the request's user-defined attributes. Required attributes are marked with a red exclamation point.

  6. Click Save.

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See also: