Creating a Request

A request can be created by any governance user or data manager who is assigned to the initial Submit stage of a workflow model. The creating user can add request items to the request to perform tasks available for the workflow stage. After request items have been added, the request can be saved as a draft request.

  To create a request from the Worklist:

  1. From the Worklist page, click new request button New Request and select a Workflow Model to use for the request.

  2. Select a target version for the request.

    Note:

    If the Workflow Model uses a version variable, then the version is preselected and displayed as a read-only label and cannot be changed.

  3. Click Add Items.

  4. Depending on the scenario, the Add Items dialog box displays one or more of the following fields. Select valid information for the request item:

    • Task––Select a task from the list.

    • Hierarchy––Select a hierarchy to limit searching and browsing to a specific hierarchy.

    • Search––Enter a text value and click Search. Search results are displayed in the Available list.

    • Browse––Browse the structure of the selected hierarchy or perform a search. Search results are found in the hierarchy structure.

    • Items––Select from a list of nodes used for existing request items. This list allows a request to contain multiple request items for the same node.

    • Clipboard––Select from a list of nodes that were taken and copied to the Clipboard from a Browse, Query, or Compare page.

    • Available List, Selected List––Move nodes to the Selected List.

  5. Click OK.

  6. In the Item Details section of the page, define new property values for the request item.

    Note:

    Required values are marked with an asterisk.

  7. Click Update to temporarily save changes for the selected request item. Click Cancel to discard the changes made to the selected request item.

    Tip:

    Properties that have been updated are marked as modified. Click Revert to Previous Value button to remove a property update from the request item.

  8. Repeat steps 3-7 to add items to the request.

  9. Click save button, enter a title for the request, and then click OK.