The New Request wizard can be invoked to create a request from scratch or to prime a request with information from an existing request. To start from scratch, in Serena Explorer right-click Inbox Requests or Draft Requests, and select New Request from the resulting menu. To prime a new request with information from an existing request, right-click a request in any open list tab, and select New from the resulting menu.
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Field |
Description |
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Page 1: Basic Request Information |
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Raise request against list |
Select the product for which the new request is to be created. |
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of type list |
Select the type of request to be created. |
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Title |
Enter a title for the request. |
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From file option |
Enter the name of the file that contains a description of the request, or click the Browse button to browse for the file. |
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Text option |
Enter a description of the request. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 2: Base Request On |
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Base request on checkbox |
To base the new request on an existing request, select this checkbox. NOTE If you started the wizard by priming it from an existing request, these fields will be pre-populated. |
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Base request on list |
Select a request to base the new request on. |
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Relate as list |
Select a relationship type to set a relationship between the new request and the request on which it is based. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 3: 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. NOTE If you started the wizard by priming it from an existing request, these fields will be pre-populated. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 4: Related Objects |
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Relate to project list |
Select the project that the request affects. (This field is pre-populated with your default project.) |
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Relate to parts |
Enter the design part specification(s) that the request affects, or click the browse button, select the desired parts from the resulting dialog box, and click the Save selections button. If this field is left blank, the root part for the product will be used. |
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Relate to items |
Enter the item specification(s) that the request affects, or click the browse button, select the desired items from the resulting dialog box, and click the Save selections button. |
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Relate as list |
To create a relationship between the request and the item(s), select one. |
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Relate to requests |
Enter other request(s) that the new request affects, or click the browse button, select the desired requests from the resulting dialog box, and click the Save selections button. |
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Relate as list |
To create a relationship between the new request and the affected request(s), select one. |
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Relate to baselines |
Enter the baseline(s) that the request affects, or click the browse button, select the desired baselines from the resulting dialog box, and click the Save selections button. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 5: Request Attachments |
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Add button |
Click to add an attachment to the request. The New Attachment dialog box appears. |
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Remove button |
Click to remove the selected attachment from the list to be added to the new request. |
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Attachment table |
Review attachments to be added. Select attachments to be removed. |
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Next button |
Click to advance to the next page of the wizard. |
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Page 6: Summary |
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Summary |
Review the summary of the operations that will be performed when you create 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. |