Create requests

This topic provides the details of how to create requests.

Overview of requests

In Demand Management, requests are the means by which actions and processes are initiated. Requests contain all of the information necessary to take a series of actions and move through a workflow.

The information that a request contains depends on its request type. For example, if you create an enhancement request, the information you provide is different than if you create an application defect request. However, most request types have the same basic organization.

How the sections in a request detail page are organized is decided by the the Use Tabs in Request Details Page feature toggle. If the feature toggle is turned on, the request detail page displays the Dashboard, Details, Status, Notes, and References sections as tabs. If the feature toggle is turned off, the request detail page displays these sections in a long page.

For details about the sections in the request detail page, see View requests.

Back to top

Create a request from scratch

You can create requests from the following locations:

Back to top

Create requests from the menu bar

The most common way to create a request is by using the menu bar. After you create a request, it is automatically assigned a unique number and then tracked from start to finish. This ensures task completion and accountability for all steps within the request's workflow.

Caution: If your PPM instance supports multiple languages, note that when you create a new request type, its definition language is automatically set to your current session language. For more information, see the Multilingual User Interface Guide.

To create a request from the menu bar:

  1. Log on to PPM.

  2. Do one of the following:

    • If it is your first time to create a request, on the Create menu, click Request.

      The Create New Request page opens.

    • To create a request with a recently used request type, on the Create menu, click Request > <Request Type>, and skip to step 5.

      The Create Request submenu lists the five most recently used request types, same as the request types listed in the Create Based on Desired Action section of the Create New Request page. If you delete all requests of a request type (including closed requests), that request type is removed from the Create Request submenu. The Create Request submenu disappears when all recently used request types are removed.

    • To use a request type other than the most recently used ones, on the Create menu, click Request > Other types.

      The Create New Request page opens.

  3. From the Request Type list, select the type of request you want to create.

    The request type you can select depends on your licenses and access grants, and on the security groups to which you are assigned. To save you time, the Create Based on Desired Action section lists the most recently used request types.

  4. Click Create.

    The Create New <Request Type> page opens.

    The sections displayed on the request detail page vary depending on the request type you selected.

  5. In the header section, complete the required fields, and provide any useful optional information about the request.

    Make sure not to include any HTML related characters in a request's description. If a request contains HTML related characters in its description, the request is not displayed in the My Requests portlet.

  6. In the details section, complete the required fields, and provide any useful optional information about the request.

    The details section can have none, one, or many subsections. For information about a specific field, click the Help icon (if available) next to the field.

  7. In the Notes section, enter additional information about the request that you want to make available to other users.

  8. Use the References section to add references to the request.

    For details on how to add references, see Add references to requests.

  9. Click Submit.

    The Request Creation Confirmed page opens and displays the number assigned to the new request, and the request description.

  10. If you do not want to submit the request yet but want to save the request, click Save Draft. This button is available only if your administrator has enabled it by setting the parameter ALLOW_SAVE_REQUEST_DRAFT to true. For details, see Server parameters.

    Note: If your administrator configures PPM to skip the confirmation page, you can skip the Request Creation Confirmed page and directly go to the request details page. For details, see the SKIP_REQUEST_CREATE_CONFIRMATION_PAGE parameter in Server parameters .

    However, the Finish Execution before displaying the request page to the user option does not work for request creation. Therefore, when you select this option and skip the request creation confirmation, the request page opens before the execution finishes and the request status may be incorrect.

  11. To see the generated detail page for a submitted request, click Request #.

After you submit a new request, Demand Management assigns it an initial status, such as New, and then routes it along a standard business process of approvals, decisions, and actions, depending on the associated workflow. For deti, see Process and manage requests.

Back to top

Create requests from Quick Edit page

You can create a request of a given request type from the Quick Edit page.

Caution: If your PPM instance supports multiple languages, note that when you create a new request type, its definition language is automatically set to your current session language. For more information, see the Multilingual User Interface Guide.

To create a request from the Quick Edit page:

  1. Log on to PPM.
  2. On the Search menu, click Requests.

  3. In the Search Requests page, provide the search criteria to search for a set of requests of a given type.

    Note: Requests created in this way are of the same request type as the requests you selected. Therefore, when searching for requests, select the request type of which you want to create a new request.

  4. Select the check boxes of the requests of the target request type.

  5. Below the list of requests, click Edit, and then select Quick Edit.

    The Modify Requests page opens.

  6. Click Create.

    The Create New <Request Type> page opens.

  7. In the fields marked with a red asterisk, provide all required information.
  8. Provide any additional information about the request that might be useful.

    For instructions on how to complete the Create New <Request Type> page, see Create requests from the menu bar.

  9. Click Submit.

Back to top

Copy a request

You can create a request by copying an existing one. This saves your time by eliminating the need to reenter information that is common to both requests.

Note: If your PPM instance supports multiple languages, and you create a request by copying an existing field, keep in mind that the new request you create as a result of the copy action has its definition language automatically set to your current session language, even if the original entity had a different definition language. For more information, see the Multilingual User Interface Guide.

To copy an existing request:

  1. Log on to PPM.

  2. Open a request.

    To open a request, see Search and open requests.

  3. In the top-right corner, click Copy.

  4. To add the notes associated with the original request to the new request, select the Copy Request Notes check box.

  5. To add the references associated with the original request to the new request, select the Copy Request References check box.

  6. Click Copy.

    All the field values in the header and details sections of the existing request are copied to the new request.

  7. Modify the field values as required, and then click Submit.

Note: In PPM 10.0.2 and later versions, the Copy Request Notes and Copy Request References check boxes may not be available if the COPY_REQUEST_SHOW_COPY_NOTES and COPY_REQUEST_SHOW_COPY_NOTES parameters are set to false.

Back to top

Import requests from XML files

You can use the menu option Import Request from XML to import XML files as requests. The web page takes an XML file and the XSL template as input, and imports the specified XML file to create a new request or update an existing request.

To import requests from XML files:

  1. Prerequisite: You must have the Demand Mgmt: Import Request access grant.

  2. Log on to PPM.

  3. From the PPM menu, click Open > Demand Management > Import Request From XML.

    The Import Request from XML page opens.

  4. In the XML File to Import field, click Choose File to select the XML file you want to import.

  5. In the XSL Template field, select the XSL template you want to associate with the imported XML file.

    XSL templates are configured in the PPM Workbench by administrators. For information about configuring XSL templates, see the Demand Management Configuration Guide.

  6. To import the XSL template to create a new request, select Create a new request.

  7. To import the XSL template to update an existing request, select Updating an existing request and in the Request ID field, provide the ID for the request that you want to update.

  8. (Optional) If it is your first time to import an XML file, you may want to run a test before importing the XML file. In this case, click Test.

    PPM tests if the XML file can be imported successfully.

    • If the test result page shows "Test completed successfully", proceed to the next step.

    • If the test result page shows "Error parsing the incoming xml file...", troubleshoot the cause and make sure the XML is ready for import.

  9. Click Import.

  10. Check the import result and the ID of the new request created.

    Note: A "Test/Import completed successfully" message is displayed even when the imported XML file does not match the selected XSL template, but no corresponding request ID is generated and the log shows "pass:0".

  11. Click Back to return to the Import Request from XML page.

Back to top

See also: