Viewing and Acting on Requests

My PPM Apps screen lists the requests that fall in a certain time period and that are waiting for your actions: you move the requests down the workflow steps. For details about requests in which time period are shown, see Configuring Which Requests Are Shown.

Note: You should always use the back icon in each app, instead of the back icon in the browser, to return to the previous screen.

Searching Requests

  1. In the My PPM Apps screen, tap PPM Requests.

    The Request List screen opens. It lists all eligible requests awaiting for your actions in the order of last update time, with the latest listed on the top. Request ID, request subject, and request creator are also displayed. Swipe up or down to view more requests.

  2. To list request of a certain request type, tap All Requests above the request list, and then tap the desired request type.

  3. Tap the desired request.

Viewing Request Section Details

  1. Search the desired request.
  2. Tap the request to open the Request Details screen.

    Swipe up or down to see more request sections.

    If you click the PPM icon next to the request name int his view, the request will open in the standard Web UI for you to view all the details.

    Note: PPM Request only displays the fields that have values. If a section has no filled fields, the section will not be displayed in the Details tab.

  3. In Details tab of the Request Details screen, tap the section you want to view.

    The Request Section Details screen opens.

  4. To expand field details, tap . To collapse field details, tap .

  5. To go back to the previous screen, tap in the top left corner of the screen.

Viewing Request Notes

  1. Search the desired request.
  2. Tap the request to open the Request Details screen.
  3. Tap the Notes tab of the Request Details screen.

    The Notes tab lists all notes of the request, including note creator and note subject. Notes are ordered by last update time, with the latest one listed on the top.

  4. Tap the desired note to view the details.
  5. To go back to the previous screen, tap in the top left corner of the screen.

Acting on Requests

  1. Search the desired request.
  2. Tap the request to open the Request Details screen.
  3. Tap an available action button.

    The confirmation dialog box pops up asking for your confirmation.

    Note: If there are any empty required fields in the current step of the request:

    • An error message is displayed at the top of the Request Details screen.
    • Empty required fields are highlighted in red, with an asterisk and an exclamation mark.
    • The corresponding action buttons are disabled.

    The request cannot be processed until the required fields are completed from the standard interface.

    Limitation: If the workflow action buttons have long text, the text cannot be fully displayed.

  1. Tap OK to continue. Otherwise, tap Cancel.

    If the action you performed is successfully processed, an Information dialog box pops up informing you of the success.

  2. Tap OK to complete the step.
  3. Tap in the top left corner of the screen to go back to the previous screen, or the Request List screen to view and approve another request.