Creating a Request


When you create a request, it is added to the repository and assigned to the initial lifecycle state.

New requests that are submitted as draft are initially added to your draft list and assigned the status To Be Defined. You can leave a request on your draft list if you don't have all the necessary information when you create it. As the originator, only you have access to a request while it is on your draft list. It remains in your draft list until you submit it.

TIP  You can also create a request by priming it, which means creating a request based on the details of an existing request.


To create a request:

  1. Select File | New | Request.

  2. On the General tab of the New request dialog box, from the Product list, select the product for which you are creating a request.

  3. From the Type list, select the request type.

  4. Optionally, in the To be addressed in project field, if you want to relate the request a project/stream other than the current one, enter the specification of the required project/stream or use the browse button to select it.

  5. NOTE  When a request is created with an owning project/stream, the Stage ID for the request is set to the initial stage in the Global Stage Lifecycle.

  6. For Title, type the request title.

  7. If you want to base the details of the new request on an existing request:

  8. To describe the problem, click Edit Detailed Description. Your default editor for this request type opens. Type an explanation in the editor, and save and close the file.

  9. To add the request to your Draft list, select Submit as draft.

  10. If you want to lock the ownership of the new request to prevent it from being requested by another replication site, select Lock ownership to this site.

  11. To set attributes, click the Attributes tab, and type or select values.

  12. To set relationships, click the Relationships tab, and in each field type or select values.

  13. Optionally, to attach files, click the Attachments tab, and type or select filenames.

  14. Click the Create button.

Related Topics

Deleting a Request

Priming a Request

Attaching Files to Requests

Editing a Request Attachment List

Viewing and Saving Request Attachments

New Request Dialog Box

Relationships Tab

Attachments Tab

Adding an Action Description to a Request

Editing a Request Description