Actioning a Request


Action a request when you want to move a request to another lifecycle state. Actioning moves an object, such as a request or an item, to another lifecycle state. Only users with the appropriate role for a given state can action to another state.

When you action a request from your Inbox, it is removed from your list and moved to the Inbox of users who have roles for the next lifecycle state.

If you are actioning a request to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, it will also be promoted to that stage, and if there are any default areas associated with the project/stream, the related item files will automatically be deployed to those areas.


Action request to next state (REQUEST_ACTION_NEXTSTATE) to action a request to a valid next state.
Action request to any state (REQUEST_ACTION_ANYSTATE) to action a request to a lifecycle state without a valid transition.

To action a request:

  1. In a request list, select one or more requests.

  2. Select Request | Action.

  3. Verify the values that are pre-populated.

  4. For New Status, select a lifecycle state. Either select Next status and select a valid next state from the list, or select All statuses and select a lifecycle state from the list. (You will require the necessary privilege to action to a state other than a valid next state.)

  5. Click the Next button.

  6. If you want to set any attributes, type or select the values.

  7. Required attributes are shown in bold.

  8. Click the Next button.

  9. Optionally, in the Comment field, type a comment.

  10. Click the Next button.

  11. If you want to delegate the request to another user, select the role from the Select the role to delegate and choose between Primary, Secondary, or Leader and move the required user(s) from the Available users list to the Assigned Users list. If you also want to delegate the items that are related to the request, select Delegate related items.For more details, see Delegating a Request.

  12. Click the Next button.

  13. Use the Summary page to check the details of the action to be performed.

  14. Click the Finish button to perform the action and close the wizard.

To action multiple requests:

  1. In a request list, select two or more requests.

  2. Select Request | Action or click the Action Request button:Action_Change_Document_button.gif

  3. From the New Status list, select a lifecycle state or leave it blank to action the request to the next normal lifecycle state.

  4. If you have the necessary privilege, and want to action the request to any lifecycle state, click the All Statuses option, and then select a lifecycle state.

  5. Optionally, in the Action Description field, type a comment.

  6. Click OK

Related Topics

Selecting Requests

About Linking Version Management and Change Management

Adding an Action Description to a Request

Action Wizard

Action (Multiple Requests) Dialog Box