Configuring Request Types to Work with Workflows

You can set up request types to work with all workflows, or with only selected workflows.

Adding Workflows to Request Types

To add workflows to the request type:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open a request type.

  3. In the Request Type window, click the Workflows tab.

  4. Do one of the following:

    • To let all workflows use this request type, select the All Workflows are allowed for the Request Type option.

    • To specify the workflows that can use the request,

      1. Clear the All Workflows are allowed for the Request Type option.

      2. Click New.

        The Workflow window opens.

      3. In the Workflow field, select a workflow.

      4. Click OK.

  5. From the Workflow tab, click OK.

Deleting Workflows from Request Types

To delete workflows from the request type:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open a request type.

  3. In the Request Type window, click the Workflows tab.

  4. Select a workflow to delete, and then click Remove.

  5. Click OK.