Configure layout for request type fields

The request type field layout determines the look and placement of fields on a request details page. You can configure the layout for request type fields using Web UI or workbench.

Configure field layout using Web UI

Adjust field widths and positions, move fields, as well as manage sections.

Tip: You can only adjust the width and position of non-request header type fields. These fields are indicated by a 6-dot icon .

To adjust field widths and positions:

  1. Click the Administration button in the masthead.

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

  3. Click the name link of the request type for which you want to adjust the field widths and positions. 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 Layout tab.

  5. To adjust the width of a field, focus on the blue right arrow until the double-headed arrow appears and then drag to the left or right.

  6. To change the position of a field, drag the field to the desired location on the page. You can move a field within the same section or to another section if the request type contains multiple sections. Changes are saved automatically.

To manage sections:

  1. From the Manage Request Types page, open a target request type and go to the Layout tab.

  2. To rename a section, click the section header. In the Section pane, provide a new name in the Name field (up to 30 characters).

  3. To add a new section to the request type:

    1. Drag a field, from either the Fields pane or an existing section, to the target area. A new section is created including the field.
    2. Click the section header and then enter a name for the section in the Name field.

  4. To adjust the position of a section, collapse it and then drag and drop it to the desired location on the page.

  5. To remove a section, remove all the fields in the section. For details, see Remove a request type field.

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Configure field layout using PPM Workbench

You can adjust field widths and positions, as well as manage sections using PPM Workbench.

To adjust field widths and positions:

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

  2. Open the target request type for which you want to configure the field layout.

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

  4. In the Sections section, select the section you want to modify or the one that contains the field you need to update.

  5. To modify the width of a field, in the Selection Section Layout area, select the field and then select a field width from the Width list at the bottom of the tab.

    Fields can have a width of 1, 2, or 3. The field width must correspond to the column location. For example, a field located in Column 2 cannot have a width set to 3.

  6. For fields of the Text Area component type, you can configure the number of lines the Text Area displays. Select the field and change the value in the Height field. If the field you select is not of the Text Area type, the Height attribute is blank and you cannot modify it.

  7. To move a field or a set of fields:

    1. In the Selection Section Layout area, select a field or fields to move.
    2. Use the arrow buttons to change the position of the fields within the same section.
    3. To move the field to a different section, next to Move To, select a section name and then click Move to.

  8. Click OK.

To add a new section to the request type:

  1. From the Request Type Workbench, open a request type and then click the Layout tab.

  2. Under the Sections list, click New.

  3. In the Input window, enter a name (up to 30 characters) for the new section, and then click OK.

    Before you can save a new section, you must first add fields to it.

    Note: If all the fields you add to the section have a width of one column and are all in the same column, all displayed columns automatically span the entire section when viewing or editing a request of the given request type.

  4. Add one or more fields to the new section. You can either move existing fields from a different section to the new section (see Configure layout for request type fields), or create fields for the section from the Fields tab (see Create request type fields).

  5. To view how the new section looks on the request detail page, click Preview.

    Note: Hidden fields appear as blanks in the preview window but are removed on the request detail page, replaced by fields to the right on the same row. Cells with no fields are treated the same as hidden fields.

  6. Click Save.

To rename or remove a section:

  1. In the Sections area, select the section that you want to rename or remove.

    You cannot rename or remove sections added to a request type by the request header type.

  2. To rename a section, click Rename and provide a new name (up to 30 characters) in the Input window.
  3. To remove a section, click Remove and then click OK to confirm.
  4. Click OK.

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See also: