You can create a new request or base (prime) a new request on an existing request. If you prime from an existing request, the fields in the New Request Wizard are populated with information from that request. When you create a request, it is added to the repository and assigned to the initial lifecycle state. You can leave a request in your draft list if you don't have all the information when you create it.
To create a new request:
Do one of the following:
In the Serena Explorer, right-click the Requests node, and select New Request.
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.
The Create New Request wizard appears.
Select the product for which the new request is to be created from the Raise request against drop-down list.
Select the type of request to be created from the of type drop-down list.
Enter a title for the request in the Title field.
To provide a description of the request, do one of the following:
Select the From file option, and enter the name of the file that contains a description of the request, or click the Browse button to browse for the file.
Select the Text option, and enter a description of the request.
Click Next. The Base Request On page of the wizard appears.
To base the new request on an existing request, select the Base request on check box, and either enter the request or click the browse button. If you choose to browse for requests, you can then search for the requests you want. If you do this, you are prompted to provide information about the request, such as the product, type, title, ID, originator, and status. You can then choose a request from a list that matches your criteria.
To set a relationship between the new request and the request on which it is based, select a relationship type from the Relate as list.
Click Next. The Request Attributes page of the wizard appears.
From the Role Section drop-down list, select a role. The set of attributes that is relevant to a user with that role is displayed.
To set attributes, enter or select values as needed. Attributes in italics cannot be changed. Attributes in bold are required.
Click Next. The Related Objects page of the wizard appears.
Select the project that the request affects from the Relate to project drop-down list.
Enter the design part specification(s) that the request affects in the Relate to parts field, or click the browse button. If this field is left blank, the root part for the product will be used. If you choose to browse, you are be prompted to provide information about the part, such as the product, ID, and category. You can then choose parts from a list that matches your criteria.
Enter the item specification(s) that the request affects in the Relate to items field, or click the browse button. If you choose to browse, you are prompted to provide information about the items, such as the product, project, type, ID, originator, and status. You can then choose items from a list that matches your criteria.
To define the relationship between the request and the item(s), select a relationship type from the Relate as list.
Enter other request(s) that the new request affects in the Relate to requests field, or click the browse button. If you chose to browse for requests, you can then search for the requests you want. If you do this, you are prompted to provide information about the request, such as the product, type, title, ID, originator, and status. You can then choose requests from a list that matches your criteria.
To define the relationship between the new request and the affected request(s), select a relationship type from the Relate as list.
Enter the baseline(s) that the request affects in the Relate to baselines field, or click the browse button. If you choose to browse, you are prompted to provide information about the baseline, such as the product, type, title, ID, originator, and status. You can then choose baselines from a list that matches your criteria.
Click Next. The Request Attachments page of the wizard appears.
To add an attachment, do the following:
Click the Add button. The New Attachment dialog box appears.
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TIP You can also drag and drop files from Windows Explorer onto the attachments list. This method skips the New Attachment dialog box and adds default description text: “Attachment created Date by User_ID” |
Enter the full path and name of the file in the Filename field, or click the browse button to navigate to it.
By default, the attached file retains its original name. To assign a new name to the attached file, enter it in the Attach as field. This information will be displayed in the ID column.
Enter a description of the file in the Description field. This information will be displayed in the Description column. If you do not add a description, Dimensions adds the following default text: “Attachment created Date by User_ID”
Click OK. The information is displayed in the Attachments list.
A yellow sunburst appears on the paperclip icon of each new attachment. The location and name of the original file is displayed when you mouseover the sunburst icon.
Repeat the above steps to add additional files.
Click Next. The Summary page of the wizard appears.
Review the list of operations that will be performed. To change any of the settings, click the Back button.
Click Finish.