Viewing a Request

You can control which users can view requests of a specific type.

To enable all users to view a specific type of request:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  4. Click List.

  5. On the Results tab, locate, and then double-click the row that displays the request type that you want all users to be able to view.

    The Request Type window opens to the Fields tab.

  6. Click the User Access tab.

  7. In the All Users row, if the View checkbox is cleared, select it.

  8. Click Save.

To allow only members of a specific security group to view requests of a specific type:

  1. On the User Access tab, in the All Users row, clear the View checkbox.

    Note: By default, the View checkbox in the Workflow Security row is selected. This indicates that any user included in security for the associated workflow (defined in any workflow step in the Workflow window) can view the request.

  2. Click New.

    The Participant Security window opens.

  3. In the list at the top of the window, leave Enter a Security Group Name selected.

  4. In the Security Group field, provide the names of the security groups that can view requests of this type.

  5. Click OK.

    The User Access tab now lists the selected security groups.

  6. In the Request Type window, click Save.

To enable specific users to view a request:

  1. On the User Access tab, in the All Users row, clear the View checkbox.

  2. Click New.

    The Participant Security dialog box opens.

  3. In the list at the top of the dialog box, select one of the following items:

    • Enter a Username. Restricts request access to the users you specify.

    • Enter a Standard Token. Control request security dynamically, depending on the value in a standard field. Select from a list of system tokens that correspond to a user or security group.

    • Enter a User Defined Token. Control request security dynamically, depending on the value in a custom field. Select any field token that corresponds to a user or security group.

    The field labels under the list change dynamically, depending on which item you select from the list.

  4. In the field under the list, which is now labeled Username, Standard Token, or User Defined Token, provide one or more values (usernames or tokens).

  5. Click OK.

    The User Access tab now lists the items you specified.

  6. In the Request Type window, click Save.