By default, the
Requests view uses the provided
Request Center - My
Requests report, which returns items submitted by the logged-in user that
were modified in the past 30 days. You can customize the view to use any
SBM report
to return requests.
To customize the
Requests
view:
- Select
Customize | Request Center Portal.
- Select the
Requests tab, and then click the edit icon.
- Enter a title for the tab and use the slider to specify where the tab
should appear in the display order.
- Use the search tool to locate and select an
SBM
report. Note that users should have access to the report you select.
- Click
Save.
You can also choose a custom report for the legacy
Requests
view, as long as you follow the criteria in
Legacy Requests – Report Criteria.
To customize the legacy
Requests
view:
- Select
Customize | Request Center Portal.
- Do one of the following:
- Choose from the available options (which change depending on the
detected process apps):
- Request Center default, which uses the
Request Center - My Requests contained in the
Service Desk snapshot shipped with
Request Center.
- Other report, which allows you to search
for and select a custom Listing or Multi-Table report. Reports are available
only if they meet the criteria listed in
Legacy Requests – Report Criteria.
If you select
Other report, you can select the
Use first six report columns to control the headers in the
Requests
view. The first six columns use the same order as specified in the
Select Columns to Display setting in the report you select to
return requests.
Note: The report must contain the system fields as noted in the
following section because they are used for sorting items. The system fields
can appear after the six fields you choose as column headers.
To rename the legacy
Requests
tab:
- In
Application Administrator,
click the
Localization icon.
- Select the
Values tab.
- Expand the
Request Center
category and select the
main section.
- Navigate to the
requests string and enter the new name for the
tab in the
Override column.
- Click
Save.
Legacy Requests – Report Criteria
Reports must meet the following criteria before you can add them to
the legacy
Requests view.
- Report Type
You can choose a single pre-defined Listing report or a
Multi-Table report. Multi-Table reports are recommended if you want to return
requests from multiple applications.
- Privilege Category
You cannot select a private report. Also, be sure to verify that
all
Request Center users have
access to run the reports and view report results. For example, If you add the
report at the Base Project level, users may not see results in their
Request Center view.
- Required System fields as display columns
The following system fields must be set as display columns or the
report will not be available for the b view.
- Last Modified Date
- Owner
- Submit Date
- Title
- Search Filter
- Query-at-Runtime parameters are not allowed.
- Calculation columns are not allowed.
- Optionally, use a "Submitter contains any current user"
condition to only return items submitted by the user who is logged in.
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