Create requests

When you create a Dimensions CM request, it is added to the repository and assigned to the initial lifecycle state.

Note: To use external requests, you need to create them in the relevant request provider instance, such as OpenText ALM Octane or Atlassian Jira, and map the instance to Dimensions CM. For details, see Configure request providers.

You can save a request as draft if you don't have all the necessary information about it.

Draft requests are added to your draft list and assigned the status To Be Defined. As the originator, only you have access to your draft requests. A request is removed from your draft list when you submit it.

Tip: You can also create a request by priming, based on the details of an existing request. See Prime a request.


To create a Dimensions CM request:

  1. In the desktop client, select File > New > Request. The New Request dialog box opens.

  2. On the General tab, specify the following details:

    Field Description
    Product Select the product for which you are creating a request, or accept the default.
    Type Select the request type.
    To be addressed in Project/Stream

    (Optional) To relate the request to a project/stream other than the current one, enter the project/stream ID. Or click Find Project to select a project, or Find Stream to select a stream.

    Note: When a request is created with an owning project/stream, the Stage ID for the request is set to the initial stage in the Global Stage Lifecycle.

    Title Enter a title for the request.

    Based on request

    To base the details of the new request on an existing request, select the Based on request option.

    Then enter a request ID or browse to the request. Select the relationship between the new request and the existing request.

    Detailed Description Enter a detailed description for the request.
    Save as draft (do not enter into the system) Select this option to add the request to your Draft list so that the request is not available or visible to other users.
    Lock ownership to this site (for replication use only) Select this option to lock the ownership of this request so that the request cannot be requested by other sites.
  3. To set attributes, select the Attributes tab.

  4. To set relationships, select the Relationships tab.

  5. (Optional) To attach files, select the Attachments tab.

  6. Click Create.

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