Create and Manage New Item Requests

Create New Item Requests

Navigate to the Product Management Search Workflows page and click the Add (+) icon.

On the Product Management Search Workflows page, select the Workflow Type filter and select New Item Request. You can use filters to search for header attributes, additional attributes, and data presence indicators.

To use this feature you must opt in to the feature Redwood: Create and Manage New Item Request.

Here are some additional details:

Use the Match Workflow Number filter to search for an exact number match.

Use the workflow history search to search for information across approvers, status changes, comments, and attributes in multiple new item requests.
You can use Business Rules to configure the Create panel, entity tabs and child table, and view and edit functions on new item requests.

Search for New Item Requests

To search for new item requests,

On the Product Management Search Workflows page, select Workflow Type and select an operator.
In Workflow Type, select New Item Request.

Here are some details:

Before you use workflow search and workflow history search, you must configure the index and views.
Use the Match Workflow Number filter to search for an exact number match.
Use the workflow history search to search for information across approvers, status changes, comments, and attributes in new item requests.

Tabs on New Item Requests

Attributes: includes General Information, Main and Additional Attributes.

Use the Edit (pencil) button to toggle between the edit and read-only modes.
An indicator appears when there are unsaved changes.

Items: add items to the new item request.

Only items that are enabled for new item request in the item class and have the Approval Status as Draft, can be added to a new item request.
You can also use the item action Assign to New Item Request to add an item to an existing new item request or a new one.
Selecting a field in the Attachments column opens a drawer that will allow you to add line attachments.
Flexfields (that are effective on the item line) are also supported in the Items tab.

Attachments: You can add, modify, delete, download, and preview attachments on new item requests.

Workflow and Tasks: When the new item request is in Definition status you can:

Quickly filter the table using one of the following: All Tasks, My Tasks, My Current Tasks, or Current Tasks. The default view is set to My Current Tasks.
Use columns such as Owner, Started On, and Completed On to track who claimed the task, who completed the task, when the task was started, and when it was completed.
Use the Required Definition Values link to open a drawer that displays details on what updates need to be completed for the selected task.
Select the Go to Task link to navigate to the item enrichment page for the selected task.

History:

The History tab displays edits made to the new item request attributes and change in status including comments added on new item request.

Define Items from the New Item Request Page

You can use the icons in the Required Definition Values and Go to Task columns on the new item request to view the item fields that require definition: Here's what you must know before you can define items:

Only tabs that are configured for definition will appear. Note that an administrator can configure the definition step during the item class configuration.
You can select one of the following values:
- Mark Complete: Mark all your tasks for the definition step as complete.
- Claim Task or Release Task: Claim the definition task if it's configured for a role that you're a member of.
- Claim All Tasks: Claim all tasks for the definition step if tasks are configured for a role that you're a member of.
- View Required Definitions: Open a drawer that will display the fields that require enrichment.

Note: You can use Business Rules to configure the Create drawer, entity tabs and child table, and view and edit functions on new item requests.

Set Up New Item Requests

Here’s what you must do to setup new item requests in Redwood.

Opt in to the feature Redwood: Create and Manage New Item Requests.
Enable the item for new item request using the Manage Item Classes task in the Setup and Maintenance work area. Also configure the definition task, assign roles, and assign users for the new item request.
Set the administrator profile value for the profile option ORA_ACA_WORKFLOW_REDWOOD_ENABLED to Y.
Update item index for new item requests.
- On the Index Management page, select the Item card.
- On the Configure Index page, select More Actions (…) and select Enable attribute sets.
- Search for Product Management New Item Picker.
- Enable Product Management New Item Picker select Apply and select Save.
- Rebuild the item index.