Configuring Filters for Request Header Types

To configure filters for a request header type,

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

    The Request Header Type Workbench opens.

  2. Open a request header type.

  3. In the Request Header Type window, click the Filter tab.

  4. Provide the information specified in the following table.

    Field Name

    Description

    This section of the Contact Name field is limited by:

    • All Contacts. Limit the number of contact names displayed in the Contact Name field when creating or updating a request header type by selecting one of the contact name options available in the Filter tab. Selecting this option will display all users with no restrictions on the list of contact names.

    • The Company field of the Request. Users can limit the number of contact names shown in the Contact Name field when creating or updating a request header type by selecting one of the contact name options available in the Filter tab. Selecting this option will restrict the displayed list of contact names shown to those found in the Company field of the request.

    • Use Validation defined in the Fields tab. Selecting this option will restrict the displayed list of contact names shown to those found in the Contact Name field of the request.

    This section of the Assigned Group Field is limited by:

    • Only Security Groups with the Request option enabled. Users can limit the number of group names shown when creating or updating a request header type by selecting one of two Assigned Group options available on the Filter tab. Selecting this option will restrict the displayed list of group names shown to only those security groups where the request option is enabled.

    • Participants only. Users can limit the number of group names they would see when creating or updating a request header type by selecting one of two Assigned Group options available on the Filter tab. Selecting this option will restrict the displayed list of group names shown to participants in the request.

    • Use Validation defined in the Fields tab. Selecting this option will restrict the displayed list of contact names shown to those found in the Contact Name field of the request.

    This section of the Assigned To field is limited by:

    • Only users who are in Security Groups with the Request option enabled. Limit the number of user names displayed in the Assigned To field when creating or updating a request header type by selecting one of two Assigned To options available in the Filter tab. Selecting this option restricts the displayed list of user names the user would see to only those security groups where the request option is enabled.

    • Participants only. Users can limit the number of user names shown in the Assigned To field when creating or updating a request header type by selecting one of two Assigned To options available in the Filter tab. Selecting this option restricts the displayed list of user names shown to participants of the request. In this instance, participants are defined as the assigned user, the creator of the request, members of the assigned group, or members of the workflow.

    • Use Validation defined in the Fields tab. Selecting this option will restrict the displayed list of contact names shown to those found in the Contact Name field of the request.

  5. Click OK.