Share this page

# Setting Request Type Defaults

You can select a default request header type and a default workflow for a request type and the default value for the maximum number of fields in a request type.

To set the default request header type and workflow:

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

   The Request Type Workbench opens.

2. Click the Results tab.

3. Click Setup Request Header.

   The Request Header Setup Dialog window opens.

4. Provide the information specified in the following table.

   Field Name | Description
   --- | ---
   Default Workflow | Use this auto-complete to select a default workflow. This default workflow is used for all new request types, unless the associated request type has a defaulting rule for the workflow.
   Default Request Header Type | Use this auto-complete to select a default request header type. This request header type is used for all new request types, unless a different request header type is specified in the individual request type.

5. Click OK.

   The selected workflow and request header type are now defaults.

To change the default number of fields for a request type:

1. On the PPM Workbench shortcut bar, click Configuration > Validation.

   The Validation Workbench opens to the Query tab.

2. Click List.

   The Results tab lists all validations.

3. Find, and then open the CRT- Max Custom Fields validation.

4. Click New.

   The Add Validation Value window opens.

5. Provide the information described in the following table.

   Field Name *Required | Description
   --- | ---
   *Code | Type the validation value in this field. Validation values are expressed in increments of 50. The Code and Meaning fields must display the same value.
   *Meaning | Type the validation value in this field. (The Code and Meaning fields must contain the same value.)
   Desc | You can type a short description of the validation in this field.
   Enable? | To keep the validation value available to the system, leave this checkbox selected (the default).
   Default | To specify this value as the default validation value, select this checkbox.

6. Click OK.

   The Validation window lists the new validation.

7. Click OK.

https://admhelp.microfocus.com PPM 8942
Tips to improve your search results... OpenText™ Project and Portfolio Management Help Center PPM Help 26.2-26.3 All View Local Help Center View Online Help Center Version: