Working with Requests

Displaying Requests

The Requests view displays all the requests in a stream or project in the current CM product.

  1. In Dimensions Explorer click Requests.

  2. Switch between:

  3. To add a new request, click New Request.

  4. To browse a request, double click it.

  5. To open the review associated with a request, right click, and select Open Review.

  6. To search for a request, start typing in the Find Requests field. For example, start typing the part of the name of a request or its title. The list of reviews updates as you type. This field is not case insensitive.

  7. Right click a request to view other operations you can perform on it.

  8. To customize the toolbars, commands, and menus, right click the top toolbar and select Customize.

  9. To customize the columns:

  10. To apply custom filters to the review list, right click in any column heading and select Filter Editor. In the Filter Editor do the following:

    1. To add a group, click any group title and select Add Group. You can add subgroups.

    2. To change a group’s filter type, select the group and select a filter.

    3. To add a condition to a group, click ’+’ (plus). For each condition specify:

    4.       An attribute, for example, Action Date.

            An operator, for example, Equals.

            A custom value.

    5. To delete a condition, click ’-’ (minus).