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Planview Customer Success Center

Working with the (Legacy) Requests List page

The Requests List is the screen that displays when you click the Requests navigation icon. What you see on this depends on whether you are in the Organization standard group in addition to being a Full User.

  • If you are a Full User (not in the Organization standard group), this page lists all requests that you are involved with, either as a submitter, an approver, or a request scorer.  

  • If you are in the Organization standard group and have Create request permission, this page list all requests for your organization.

Note that you can also view the list of requests from Home/Requests, but you are limited to requests that you created, are on the approval team for, or can score. Request Approvers can also access requests from the main Requests lists as well as under Home/Requests.

The Requests List page is the starting place for creating requests, as well as approving and scoring requests.

Anatomy of the Requests List page

Below is a screenshot of the Requests List page:

requests_list.png

Selecting Records

Select single records by single-clicking; use shift-click to select multiple records (or hold down the shift key and hit the down arrow key repeatedly). When you select more than one record, the message "n items selected" is displayed (temporarily) in the footer of the page. This is useful if you want to select a range of records and want to know the count.

Double-click on a request to displays its Basic Info, Status, Notes, and Attachments tabs.

The Actions menu

The Actions menu at the top of the list holds all operations that you can perform on requests based on your user permissions. You can also access this menu by right-clicking on a request.

Actions menu

Action

Description

actions_request.png

Open

Opens a new window that displays the selected request's Basic Info, Status, Notes, and Attachments tabs. You can also double-click the request to open it, or right-click on the selected request and choose Open (or Open in New Tab).

Open in New Tab

Opens the selected request in a new tab displaying its Basic Info, Status, Notes, and Attachments tabs.

Copy URL Copies the URL to the current request.

Copy Rows to Clipboard

Copy the selected rows to the clipboard. (Shift-click or Ctrl-click to select multiple rows.)

Export to Excel Export a maximum of 5000 list rows to Microsoft Excel. If you export 5000+ rows, you will be notified that your export will be truncated and encouraged to run a report to accommodate the large number of rows. Reports can handle up to 50,000 rows. See Printing the Requests List

 

To open a request, double-click on any field in a row, select a request and choose Actions > Open or right-click and choose Open.

Customize the grid

You can customize the Request grid layout using the column header menu. Hover the cursor over any column header to display the down arrow; click the arrow to display the menu.

You can select which columns to display or hide by selecting them from the column header menu for any column.

request_columns.png

Move Columns

You can move columns to any position by simply dragging the column header.

Lock columns

You can select one or more columns to remain "locked" to the left of the screen, preventing them from scrolling out of view. For each column you wish to lock, choose Lock from the column header menu.

Sorting

All of the columns are sortable; click on the column header to toggle between ascending and descending order. The currently sorted column is indicated by an up-arrow or a down-arrow to the right of the header label, as shown below.

sort_order.png

Filter/View Requests

Use the ad-hoc filter facility at the top of the page to manipulate the list to display the different ways you can be associated with a request. See Ad-Hoc Filters for more information.

  • Use the +Requests I Created filter to see the list of requests you created.

  • Use the +Requests I Can Approve filter to see a list of requests awaiting your approval.

  • Use the +Requests I Can Score filter to see a list of request you are expected to score.

Once you locate the request you want to act on, double-click it and take the appropriate action. See Managing and Approving Requests.