Defining User Data Fields

In addition to the process-specific fields defined in request types and request header types, you may want to capture specific information on every request submitted in Demand Management, regardless of request type. To capture such information, you can define global user data fields. For instructions on how to create user data fields, see Configuring User Data.

User Data Checklist

Use the checklist in Table 2-9. User data checklist as you define user data fields.

Table 2-9. User data checklist

Done

User Data Issue

Configuration Consideration

 

Are the user data fields enabled?

Disabled user data fields are unusable.

 

User data field-level security considerations

For each user data field, specify who can view and who can edit the field contents on a request (if necessary).