Create Dimensions CM requests

You can create Dimensions CM requests in a backlog. To add a request based on the details of an existing Dimensions CM request, prime a request.

Note: Dimensions CM privileges, attribute update rules, and other process restrictions may apply.

Create a request

You can add new Dimensions CM requests to a backlog.

To create a request:

  1. On the top navigation bar, select a space from the spaces list.

  2. On the Products page, open the product where you want to create a request.

  3. On the sidebar, select Backlogs or Issues > Backlogs.

  4. Open the backlog where you want to add the request. Optionally, select the epic or feature to contain the request.

  5. On the toolbar of the Content tab, click New and select a request type, for example, ECR.

  6. In the General tab, specify the following information:

    Field Description
    Title Enter a name for the request.
    Summary (Optional) Summarize the purpose of the request.
    Acceptance Criteria Specify the criteria to be met before the request is considered to be complete.
    Story Points

    Enter the total number of points required to complete the work, and the points left until finishing.

    Story points provide an estimation of a request’s relative complexity compared to other requests, and the effort required to complete it.
    Relate Stream (Optional) Relate the request to a stream.
    Design parts (Optional) Relate the request to one or more design parts.

  7. To specify attribute values, select the Attributes tab. Each request type has different attributes, some of which may be required. The attributes are the same as those displayed in the Dimensions CM clients.

    Only the attributes that you have the privilege to edit are displayed. The displayed fields depend on the request type and how it has been customized by a Dimensions CM administrator.

    Tip: To hide read-only attributes, clear the Show read-only attributes option.

  8. Click Save.

Back to top

Prime a request

You can create a Dimensions CM request based on the properties of an existing request. In Dimensions CM, this operation is known as priming a request.

The new request can be:

  • In the same or a different product.
  • A different request type.
  • Related to the request from which it was primed.

Note: The request on which you are basing the new request must have a priming relationship. For details, see the Dimensions CM online help.

To create a request from an existing request:

  1. On the top navigation bar, select a space from the spaces list.

  2. On the Products page, open the product containing the relevant request.

  3. On the sidebar, select Request Catalog or Issues > Catalog.

  4. Open the request you want to prime.
  5. On the upper right of the page, click Prime To, and select a request type.
  6. Select a relationship type, for example, Duplicate.
  7. Click Prime.
  8. Provide the details the same as for a new request.

Back to top

Add action description

You can add an action description to a request without actioning it.

To add an action description:

  1. On the top navigation bar, select a space from the spaces list.

  2. On the Products page, open the product containing the relevant request.

  3. On the sidebar, select Request Catalog or Issues > Catalog.

  4. Open the request where you want to add a description.
  5. From the More menu on the upper right of the page, select Add Action Description.
  6. Enter a description and click Save.

Back to top

Edit requests

You can edit a request's details if the request is in your inbox or if you are a Dimensions CM administrator. After you edit a request, its new values are displayed in all Dimensions CM clients.

To edit a Dimensions CM request:

  1. On the top navigation bar, select a space from the spaces list.

  2. On the Products page, open a product.

  3. On the sidebar, expand Issues and select Backlogs or Iterations.

  4. Open the backlog or iteration containing the request you want to edit.

  5. Open the request and click Edit on the upper right of the page.

  6. In the General tab, modify the details as needed:

    • Edit the title, summary, and acceptance criteria.

    • Edit the story points.

    • Add or remove attachments.

    • Add or remove relationships to other requests.

    • Relate the request to a different stream or project.

    • Add or remove relationships to design parts.

  7. To edit the attribute values, select the Attributes tab. Only the attributes that you have the privilege to edit are displayed.

    Each request type has different attributes. Attributes that are required for the next state are indicated. The attributes are the same as those displayed in the Dimensions CM clients.

    Tip: To hide read-only attributes, clear the Show read-only attributes option.

  8. Click Save.

Back to top

See also: