Move a request through workflow

Act on a request and update request information to process the request through its workflow steps.

Assign resources to requests

Assign resources to a request, track and update resource assignments to the request.

Add references to requests

Add references to a request to provide additional information. Some references allow you to establish a relation or functional dependency with the original request.

Align requests with strategic themes

Work with tables in requests

Work with tables in requests. You can pivot the data in the table, and import data from Excel to the table.

Quick edit multiple requests

Add tags to requests to apply identifiers. After tags are added, you can search, filer, or group requests by tags.

• To enable the tag functionality, make sure your administrator includes the tag field in the request. For details, see Create fields for request types.
• The list of tags is universal across all modules and request types in PPM.

To add a tag to a request:

1. Open a request.

2. Click + in the Tags field in the request details page.

3. Select an existing tag, or type the name of a new tag and then click the tag to add it to the list.

   As you type, suggestions appear based on your previous tag usage.

Prerequisite: Your administrator turns on the Save Request Details for Later feature toggle.

If you want to save a request without filling all the mandatory fields, you can click Save for Later in the request details page.

This is especially helpful in the following examples:

• It takes long to get the value of a mandatory field.
• A workflow step requires information of a large number of fields, and you find it difficult to provide all of them at one time.

Saving a request for later does not change the status of the request. It keeps the request in the current status.

Share a single request by copying the request link, printing the request, or exporting it to PDF. Share a list of requests by exporting to Excel.

Mass updates on requests

Cancel a request.

Delete a single request or multiple request simultaneously.

View request command execution log

View the command execution details of a request.

Reopen a closed request

Reopen a request at a preconfigured step in the workflow. For example, if a defect request is closed and the defect recurs, you can reopen the request.

If your administrator has enabled the service field for a request type, and has created the necessary request type for service, you can associate your requests each with a single service. For details about enabling service for requests, see Enable service for requests.

To specify a service for a request:

1. In the Service section, the Service field, select a service from the list to associate with the request.

2. Complete other fields on the page as necessary and then click Submit.