Changing Section Names on Request Types

You can rename sections you added to a request type. You cannot change the name of sections added to a request type by the request header type.

To change the name of a section:

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

    The Request Type Workbench opens.

  2. Open a request type.

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

  4. In the Sections section, select a section.

  5. Click Rename.

    The Input window opens.

  6. Type a new section name. (Custom section names can contain up to 30 characters.)

    After requests are generated for the given request type, the new section with the defined custom fields is visible.

  7. To view what the layout will look like to the user processing the request, click Preview.

    An HTML window opens to shows the fields as they are to be displayed.

    If all the fields have a width of one column and are all in the same column, all displayed columns automatically span the entire available section when a request of the given request type is viewed or edited.

    Note: Hidden fields are displayed as blanks in the preview window, however, they are removed on the request detail page, and will be replaced by fields located to the right side of the hidden fields on the same row.

    Cells with no fields are treated the same as hidden fields.

  8. Click OK.