Copying Fields for Request Types

To simplify the process of adding fields to a request type, you can copy the definition of existing fields from other request types.

To copy a request type field:

  1. Log on to PPM.

  2. On the Open menu, click Administration > Open Workbench.

    The PPM Workbench opens.

  3. On the shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  4. Open a request type.

  5. In the Request Type window, click the Fields tab.

  6. Click New.

    The Field window opens.

  7. Click Copy From.

    The Field Selection window opens.

  8. Specify the search criteria (such as the token name or field prompt) in the header fields in the top section of the window.

    Note: You can perform more complex queries. For example, you can list all fields that reference a certain validation or that are used by a certain entity. Because of the large number of fields in the system, use one or more query criteria to limit the number of fields returned.

  9. Click List.

    The Query Results table lists the search results.

  10. Select the field to copy, and then click Copy.

    Note: For security purpose, the security settings will not be copied. If necessary, you can manually set up the security settings for the newly copied field.

  11. In the Field window, make any necessary modifications, and then click OK.

    The Fields tab lists the new field.