Action a 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, OpenText 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 associated with a stage in the Global Stage Lifecycle, the request is also promoted to that stage. If there are any default areas associated with the project/stream, the related item files are automatically 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.
To action a request to a valid next state, you need the privilege Action Request to Next State (REQUEST_ACTION_NEXTSTATE).

To action a request to a lifecycle state without a valid transition, you need the privilege Action Request to Any State (REQUEST_ACTION_ANYSTATE).

Actioning moves a request to another lifecycle state.

To action a Dimensions CM request:

In the desktop client, open a list of requests and select a request. See Select requests.
In the menu bar, select Request > Action.
In the Action dialog box, verify the selections.

For New Status, select one of the following options, and click Next.

Next status

Select this option and choose a valid next state from the list.

All statuses

Select this option and choose a lifecycle state from the list.

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

Modify request attributes, and click Next. Required attributes are displayed in bold.
(Optional) In the Comment field, add a comment.
Click Next.
To delegate the request to another user, select the role from the Select the role to delegate list. Then choose one of the capabilities, Primary, Secondary, or Leader. Move the required users from the Available users list 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 requests.
Click Next.
Use the Summary page to check the details of the action to be performed.
Click the Finish button to perform the action and close the wizard.

To action multiple Dimensions CM requests:

In the desktop client, open a list of requests and select multiple requests. See Select requests.
Select Request > Action or click the Action Request button.
For New Status, select a lifecycle state or leave it empty to action the request to the next normal lifecycle state.

If you have the necessary privilege, and want to action the request to any lifecycle state, click the All Statuses option, and then select a lifecycle state.
(Optional) In the Action Description field, add a comment.
Click OK.