11 Working with Request Activity

You can browse requests in the Request Activity list.

In the Request Activity list, you can quickly see information about a request including the associated view, number of items in the request, and age of the request. The Request Issues column displays the number of errors and warnings in the request (including validation warnings in completed requests).

Filtering the Request Activity List

You can filter the request list by:

• Request ID: Enter a request ID.

• View: All views or select a specific view

• Request Type

  • All: All interactive and subscription requests

  • Interactive: Requests created manually by users.

  • Subscription: Requests generated from a subscription.

  • Import: Requests generated from an import.

  • Consolidation: Requests generated by request consolidation

  • Load: Requests generated by viewpoint loads in merge mode

• Status

  • All: Requests of all status types

  • Draft: Draft requests that you created. You cannot see or modify draft requests that you did not create.

  • In Flight: Requests submitted and awaiting approval

  • Pushed Back: Requests modify and resubmit

  • Completed: Requests that have been committed and can no longer be edited.

  • Rejected: Requests that were rejected and closed.

  • Blocked: Requests that are currently being held pending the end of an application blockout period.

• Stage

  • All: Requests that are in the Submit, Approve, and Closed stages

  • Submit: Requests that have not been submitted (Draft status)

  • Approve: Requests that have been submitted and have not yet been approved (In Flight status)

  • Closed: Requests that have been approved and committed or requests that have been rejected (Completed status)

  • Commit: Requests that have been approved and have not yet been committed (In Flight status)

• Owner: Specify a request owner (either the submitter or assignee) to display only the requests owned by that user. Select All to view requests owned by all users.

• My Activity

  • All: All requests that you submitted, managed, were assigned to, were invited to, or participated in.

  • Assigned: Requests assigned to you

  • Collaborated: Requests for you to collaborate on

  • Submitted: Requests you've submitted

  • Invited: Requests that you have been invited to approve or commit

  • Contributed: Requests that you've made changes to (changed data, performed a workflow action, or edited a comment or an attachment)

  • Managed: Requests containing data objects for which you have Data Manager permission or higher

• Time Frame: Select a period of time, such as Last 90 Days, or enter a date range.

Saving Request Activity Filters

You can save your filter selections so that you can quickly view specific request activity on a repeated basis. Saved filters are only available to the user who saved them.

To save your filters:

1. In the filter header, click the Saved Filters menu , and then click Save.
2. Enter a name and click Save.

After you save your filters, the name of the saved filters is displayed in the Saved Filters panel and in the Request Activity header.

From a saved filter, you can modify and then save the filter with a different name or delete a saved filter that you no longer need from the Saved Filters menu .

To clear the selection of a saved filter, click Reset All Filters .

Request Activity List Actions

From the request activity list, you can:

• Inspect a request at any stage to display the request item details of the proposed or the completed changes. You cannot edit anything in the request when you are inspecting it.

  To inspect a request, in the Actions column for the request, click , and then click Inspect.

• Open open a draft, in flight, and pushed back requests to make additional changes, correct validation issues, and submit the request.

  To open a request, click the request that you want to work with, or in the Actions column click , and then click Open.

  The request and the associated view open.

• Delete a draft or pushed back request if you no longer need it.

  To delete a request, in the Actions column for the draft request, click , and then click Delete.

• Download request information to a file. You can download an individual request, summary information for multiple requests, or detailed information for multiple requests. See Downloading Requests to Files.

Selecting a Column Set for Request Activity

Click Select Column Set and select one of the following options to change the set of columns that are displayed in the Request Activity table.

• General: Basic information about the request, such as the number of request issues, the request age, and the request owner.
• Workflow: Workflow information about the requests, such as request invitees, approvals, and commits.
• All: Both general and workflow information.