To configure the general information for a new request type:
On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.
The Request Type Workbench opens.
Click New Request Type.
The Request Type window opens.
Complete the information described in the following table, as necessary.
Request Type Name
Type the name of the request type.
Request Header Type
Use the auto-complete to select a request header type to use with this request type, or to create a new request header type, click New.
Creation Action Name
Optional. You may just leave it empty.
You may also provide a value for it, which is displayed under the Create Based On Desired Action section as Most Recently Created on the Create New Request page instead of the request type name itself.
From this list, select the category that includes the request type.
You can use the Validation Workbench to create categories (for example, Sales and Support or General Administration) based on your business needs. The categories you create are displayed in the Create New <Request_Type> window in the standard interface.
[Validation = CRT - Request Type Category]
For request types created for an Deployment Management extension, select the extension from the list.
Type a clear description of how the request type is to be used.
Meta Layer View
The reporting meta layer (RML) contains a database view for each request type, which displays data columns for each field defined for the respective request type. This eliminates the need for a report writer to navigate the generic transactional data model when creating an Demand Management report.
A request type must have a corresponding meta layer view name that is unique to the system, and that has the format
>.(Use uppercase text strings and underscore characters only.)
For detailed information about (reporting meta layer) views for Demand Management, see the Reporting Meta Layer Guide and Reference.
From this list, select the maximum number of fields the request type can have. See Setting Request Type Defaults .
To keep this request type available to PPM, leave Yes selected (the default).
Do one of the following:
To save the changes and close the Request Type window, click OK.
To save the changes and leave the window open, click Save.