Configure general information for request types

You can configure general information for request types using the web UI, or the workbench.

Use web UI

Configure general information for a request type from the Request Type Setting page, General tab.

To configure request type general information using the web UI:

  1. Click the Administration button in the masthead.

  2. From the Administration menu, click Demand Management > Manage Request Types.

  3. Click the name link of the request type for which you want to configure or edit the general information. You can use the Search box to quickly find a request type by keywords in the name or description.

  4. On the Request Type Setting page, click the General tab, and then configure the following for the request type:

    Field

    Description

    Request Type Name

    Required.

    Enter a name for the request type.

    Enabled

    To make the request type available for use, turn on the switch.

    Reference Code

    Required.

    Enter a reference code for the request type.

    Request Header Type

    Required.

    From the list, select a request header type to use with this request type, or to create a new request header type, click New.

    Description

    Enter a description for the request type.

    Meta Layer View

    Required.

    The reporting meta layer (RML) contains a database view for each request type, which displays data columns for each field defined for the respective request type. This eliminates the need for a report writer to navigate the generic transactional data model when creating a Demand Management report.

    A request type must have a corresponding meta layer view name unique in the system, and that has the format MREQ_<Request_Type_Name>. Use uppercase text strings and underscore characters only.

    For details about reporting meta layer views for Demand Management, see Reporting Meta Layer .

    Creation Action Name

    Optional.

    If a value is provided, it is displayed in the Most Recently Created area on the Create New Request page instead of the request type name.

    Enabled Copy Request

    By default this switch is turned on. The Copy button appears on the request detail page and users can copy requests of this request type.

    If you turn off the switch, the Copy button does not appear on the request detail page and users cannot copy requests of this request type from the request detail page. However, the request can still be copied by running the special command.

    Category

    From this list, select a category for the request type.

    You can use the Validation Workbench to create categories (for example, Sales and Support or General Administration) based on your business needs. The categories you create are displayed on the Create New <Request_Type> page.

    Extension

    For request types created for an Deployment Management extension, select the extension from the list.

    Max Fields

    From this list, select the maximum number of fields the request type can have. See Setting Request Type Defaults .
    Security

    Configure which user groups can edit the request type.

    To configure access from the workbench, see Configure ownerships of request types.

    • To allow all users with the Edit Request Type access grant to edit the request type, select the All users with Edit Request Type access can edit this request type option.

    • To allow specific user groups to edit the request type, select the Only users with below security groups can edit this request type option and click Add Security Group to select the target security groups.

  5. Click Save.

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Use PPM Workbench

This section provides details on how to configure general information for a request type using the PPM Workbench.

To configure request type general information using PPM Workbench:

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

  2. In the Request Type Workbench, click a request type or New Request Type to create a new request type.

  3. In the Request Type window, complete the information for the request type. For details about the field information, see Request type general information.

  4. To configure who can edit the request type, see Configure ownerships of request types.

  5. To save the changes and close the Request Type window, click OK.

    To save the changes and leave the window open, click Save.

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