Project and Portfolio Management Practitioners Forum
cancel

Default "Request Type" (PPM-Demand)

Highlighted
Erik Horsman
New Member.

Default "Request Type" (PPM-Demand)

PPM-Demand
v 7.5 SP3

1.) How to default "Request Type"
When creating a new change request, we would like to default the only available request. It would even be better when, you click create it takes you directly the Request Header screen.

2.) How to default "Workflow"
When you get to the Request Header Summary screen, it requires a workflow to be defined. Since we only have one main workflow we would like to default the only available option. If this works I would like to change the field to display (since there is only one option anyway). Today it defaults the delivered "Bug request" template but when you look at the available options, that workflow does not show in the list.

Thank you and hope someone can help.
Erik
5 REPLIES
Erik Cole
Acclaimed Contributor.

Re: Default "Request Type" (PPM-Demand)

Erik,

1) From where are you creating the request?

2) Usually this is done with a request type rule. See the section of the Demand Mgt Config Guide called "Creating Simple Default Rules for Request Types"
Erik Horsman
New Member.

Re: Default "Request Type" (PPM-Demand)


Erik,

1) From where are you creating the request?
We do this from the "Dashboard - Front Page", in the left menu in the "Demand Management" section choose "Create a Request" link. This takes you to "Create New Request" page where you have to choose a request type.
Since we only have one, I would like to default/hide this step.


2) Usually this is done with a request type rule. See the section of the Demand Mgt Config Guide called "Creating Simple Default Rules for Request Types"

so - RTM (Read The Manual)
I actually found it in another section, so the Workflow now defaults based on the request type chosen; and changed it to display. (solved)

Regards,
Erik
Erik Cole
Acclaimed Contributor.

Re: Default "Request Type" (PPM-Demand)

Erik,

What you can do is change the URL that the "Create a Request" link points to. More info on this in the "Changing Menu Item Text" section of the Customizing the Standard Interface manual, but basically:

- edit demand_manager.xml located in /conf/menus directory on the PPM Server

- find the line with the url for that menu item and change it to a url for creating a request of your desired type

- restart PPM
Jyotir ++
Super Contributor.

Re: Default "Request Type" (PPM-Demand)

Hi ,

By changing in Menus file you can redirect your Create request to submission page and you can rename 'Create Request' to 'Create '.

As this is part of customization so make sure you keep back up of all these customization before applying any patch/upgrade on server.

Regards,
Jyotir
Maurice vd Drie
Honored Contributor.

Re: Default "Request Type" (PPM-Demand)

Erik

In the workbench:

Go to Demand Management, Request Type, click on Setup Request Header

There you will find your default header and your default workflow setting.

Hope this helps

Maurice