Creating Requests from the Menu Bar

The most common way to create a request is by using the menu bar. After you create a request, it is automatically assigned a unique number and then tracked from start to finish. This ensures task completion and accountability for all steps within the request's workflow.

Caution: If your PPM instance supports multiple languages, note that when you create a new request type, its definition language is automatically set to your current session language. For more information, see the Multilingual User Interface Guide.

To create a request:

  1. Log on to PPM.

  2. Do one of the following:

    • If it is the first time for you to create a request, on the Create menu, click Request.

      The Create New Request page opens.

    • To create a request with a recently used request type, on the Create menu, click Request > <Request Type>, and skip to step 5.

      The Create Request submenu lists five most recently used request types, corresponding to request types listed in the Create Based on Desired Action section of the Create New Request page. If you have deleted all requests of a request type (including closed requests), the request type is removed from the Create Request submenu. The Create Request submenu disappears when all recently created request types have been removed.

    • Otherwise, on the Create menu, click Request > Other types.

      The Create New Request page opens.

  3. From the Request Type list, select the request type to create.

    The request type you select depends on your licenses and access grants, and on the security groups to which you are assigned. To save you time, the Create Based on Desired Action section lists the most recently created request types.

  4. Click Create.

    The Create New <Request Type> page opens.

    The sections displayed on the request detail page vary depending on the request type you selected.

  5. In the header section, complete the fields, as required. In this case, the header section contains the Summary subsection.

    The header section contains fields for entering general information about the request. Required fields are marked with a red asterisk. All other fields are optional, but you can use them to provide information that can be useful to others reviewing the request.

    Make sure not to include any HTML related characters in the description of a request. When a request contains HTML related characters in its request description, the request is not displayed in the My Requests portlet.

  6. In the details section, complete the required fields, and provide any other information about the request that might be useful.

    In this case, subsections of the details section are the remaining sections except Notes and References.

    The details section can have none, one, or many subsections. For information about a specific field, click the Help icon (if available) next to the field.

  7. In the Notes section, type additional information about the request that you want to make available to other users.

  8. Use the References section to add references to the request.

    You can reference a Web-accessible file or attach a document or file from your local machine to the current request. You can also reference packages, tasks, and other requests. For more information on how to add references, see Adding References to Requests.

  9. Click Submit.

    The Request Creation Confirmed page opens and displays the number assigned to the new request, and the request description.

    If you do not want to submit the request yet but want to save the request, click Save Draft. This button is only available if your administrator has enabled it by setting the parameter ALLOW_SAVE_REQUEST_DRAFT to true. For details, see Using the Server Configuration Utility to Modify Server Configuration Parameters.

    Note:  

    If your administrator configures PPM to skip the confirmation page, you can skip the Request Creation Confirmed page and directly go to the request details page. For details, see Using the Server Configuration Utility to Modify Server Configuration Parameters.

    However, the option Finish Execution before displaying the request page to the user does not work for request creation. Therefore, when you select this option and skip the request creation confirmation, the request page opens before the execution finishes and the request status may be incorrect.

  10. To see the generated detail page for a submitted request, click Request #.

After you submit a new request, Demand Management assigns it an initial status, such as New, and then routes it along a standard business process of approvals, decisions, and actions, depending on the associated workflow. For more information, see Processing and Managing Requests.