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Planview Customer Success Center

Designing Request Forms (Details)

The Admin/Setup/All Entities/Requests/Details page is where you determine the fields and layout of the request form (Details tab) that appears in the Request modal when you create/edit requests. You can create groups of fields, and add, remove, and rearrange fields in those groups. Each field has properties that you can configure, such as whether a field is required, or is visible or editable when you create a request. If you are using gates, then you can also specify what gates fields should appear on, and whether they are editable. Note that if you created a restriction on a field (see Creating Field Restrictions, then the restriction determines which users can view/edit the restricted field.

The Requests/Details page is also where you map request fields to fields in associated entities.

Below is a screenshot of a request form (Details tab that the user sees) for a request that includes three group headers (General, Estimated Effort and Cost, Business Value) and their fields:

details_sections.png

You choose the fields to display on your request form from the Available Fields panel on the Admin/Setup/All Entities/Requests/Details page. This list excludes any fields that were hidden on the Admin/Setup/All Entities/Requests/Available Fields page, as shown in the screenshot below.

request_details.png

If you have created multiple request categories, you associate each form with a category (if you are using only one category, then you will build only one request form). You can provide different combinations of Details fields for different categories. You pick the category you want to associate with the Details page by choosing it from the Category droplist near the top of the screen. Note that if you have configured only one category, the droplist will be disabled. If you have multiple categories, select a category and then lay out the Details fields. 

Any restrictions you configured on the Available Fields page will apply to those fields on the Details page. 

The Variable Properties tab is where you configure how the field should show/be editable for the new request itself, and for each gate (if using gates). The tab is broken out into multiple sections - the "New Request" section for how the selected field is configured for a new request, and one or more "Gate:" sections for each gate. 

 2018-12-28_16-18-06.png

The Mappings tab appears only if there is at least one associated entity defined for the request category and the selected field is "mappable". Each category for associated entities will be displayed along with a droplist possible fields to map.

In the example below, the project entity is associated, and the 3 project categories/fields are displayed.

See Mapping Request Fields for more information.


2018-12-28_16-18-22.png

The Other tab reflects any restrictions configured in Available Fields for the selected field. See Creating Restrictions for Requests. This tab is also where you can enter a field description, modify the field title, or configure a different title to display on the Details modal. 

Example with no restriction:

2018-12-28_16-18-41.png

Example with restriction:

2019-06-12_15-28-30.png

Understanding Form/Details Layout

The layout for the Details tab is formed by the Group Headers and fields you specify here on the Details page. As mentioned earlier, typically the Details tab will be different for each category (different fields included, different field groupings, for example). 

If an end user adjusts the layout of a Details modal, let's say by dragging/dropping a section to a different position, the changes will also be reflected in the Details modals of other requests with the same category.

Note also that some fields are marked "Mandatory" and cannot be removed from the form. Please see Required vs Mandatory Fields

Default Details Fields

The following required fields will appear on any request category's Details panel - you can customize as desired.

  • ID
  • Title 
  • Requester

Status and Gate Status Fields

There are two "status" fields that can be used with requests: Status and Gate Status.

  • The Gate Status field is provided by PPM Pro and is part of the workflow - it applies only if you are using gates. Gate Status reflects the request's status as it moves through the workflow: New, In Progress, Approved, Rejected, On Hold. See Request Statuses. If you are using the card view, Gate Status and Current Gate can be used as the Group By field (each lane representing a gate).
  • The simple Status lookup list is provided by PPM Pro and can be placed on a request Details tab if so desired. You can add/remove/edit list values for this simple Status and also take advantage of Implied Status. If there are no gates configured for a request, then the simple Status field can be used on the request Details, and the Gate Status field is not required. If you are using the card view, standard lookup lists such as Status can be used as the Group By field. It is usually not recommended to use the general Status list along with the Gate Status list when a request category has gates, as having two status lists might confuse users; if you need to use the Status field besides Gate Status, consider meaningfully renaming one or both of these in Admin.

Placing Fields on the Details Panel

You can drag and drop fields from the Available Fields panel to the Details panel, or you can select a field in the Available Field panels and click the right arrow. There is a large set of standard fields that are useful to put on the request form and/or the requests grid. See Standard (OOTB) Fields for Requests

Creating Group Headers

It's common to group like fields together on the Details panel. You can create headers for field groupings by entering the header text in the Group Header field and then clicking the right arrow.

group_header.png

Adjusting Field Order

You can move fields up/down by dragging and dropping, or selecting the field and clicking move.png.

Removing Fields

To remove a field from the Details, select the field and drag it back to the Available Fields panel, or click the left arrow.

Updating Fields

The PPM Pro administrator can update the fields at any time (even after deployment) by adding, removing, or reordering the fields on the Details panel. If your PPM Pro administrator removes a field, the field will be removed from all users' Details panels. If the administrator adds a field, the field will appear for all users.

What's Next?

If you've got your categories and Details taken care of, it's time to configure the grid columns for your Requests grid. See Laying Out the Grid Columns for Requests.