Enabling Users to Edit Fields on a Request

You can determine who can edit fields on requests of a specific type.

To enable all users to edit fields on a specific request type:

  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.

    The Results tab lists all existing request types.

  5. Double-click the row that displays the request type for which you want to configure field editability.

    The Request Type window opens to the Fields tab for the request type.

  6. Click the User Access tab.

  7. In the All Users row, select the Edit checkbox.

  8. Click Save.

To enable only members of a specific security group to edit a request:

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

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

  2. Click New. The Participant Security dialog box opens.

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

  4. In the Security Group field, select the security groups whose members can edit requests of the selected type.

  5. Click OK.

    The User Access tab now lists the selected security groups. The Edit checkbox is selected by default.

  6. Click Save.

To enable only specific users to edit requests of a given type:

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

  2. Click New.

    The Participant Security dialog box opens.

  3. In the list, select one of the following items:

    • Enter a Username. Specify individual user names.

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

    • Enter a User Defined Token. Control request security dynamically, depending on the value in a custom field. Select from 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 now labeled Username, Standard Token, or User Defined Token, provide one or more values (usernames or tokens).

  5. Click OK.

    The User Access tab displays a new line that shows the selected user or token. By default, the Edit field is selected.

  6. In the Request Type window, click Save.