The Action Request wizard can be invoked for a single request or for multiple requests. To invoke the wizard for multiple requests, they must all be the same request type. To invoke the Action Request wizard, right-click a request(s) in an open list, and select Action from the resulting menu.
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Field |
Description |
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Page 1: Select lifecycle state |
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Next lifecycle state option |
Select to action to the next normal lifecycle state. If the next normal lifecycle state has more the one transition, select one from the drop-down list. NOTE Not available in multi-request mode. |
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To specific state option |
Select to action to any valid state. Select a state from the drop-down list. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 2: Modify request attributes |
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Role Section list |
Select an appropriate role. |
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Attributes table |
Type or select values as needed. Attributes in bold are required; attributes in italics cannot be modified. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 3: Delegate to other users |
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Role to delegate list |
Select the role that you want to delegate. |
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Primary option |
Select to assign to the user primary responsibility for the request. |
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Secondary option |
Select to assign the user as a backup to the user with primary responsibility for the request. |
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Leader option |
Select to assign to the user sole responsibility for the request. |
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Delegate related items checkbox |
Select to also delegate any related items. |
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Available users list |
Select the user you want to delegate the request to. |
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Assigned users list |
Select any user you want to remove from the request. |
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Assign button |
Click to delegate the request to the user selected in the Available users list. |
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Replace button |
Click to delegate the request to the user selected in the Available users list and to remove the user selected in the Assigned users list. |
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Remove button |
Click to remove the user selected in the Assigned users list. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 4: Add a comment |
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Comment |
Enter a comment to append to the requests. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 5: Summary |
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Summary |
Verify the action you are about to perform on the request. |
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Back button |
Click to revise a selection on a previous page of the wizard. |
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Finish button |
Click to complete the wizard. |