Request Functionality Configuration

Last updated
Save as PDF

Topics

Request Configuration

Configure the system to support requests.

Pages: 11

Configure Request Functionality
This article explains how to configure the functionality for requests, including a checklist and keystroke steps. This article applies to Planview Enterprise 11.5.
Requests Administration (Overview)
This article includes general information about the tasks an administrator does to configure the system to support users managing requests.
Checklist: Configure Request Functionality
This article is a checklist for configuring request functionality. Sign in to access this How-to topic.
Set Dispatching Rules
This article goes over how to set up the rules for dispatching requests. Sign in to access this How-to topic.
Defining the Dispatching Rules
Selecting Dispatchers
Set Up a User to Use Requests
This article shows how to set a user up for using requests. Sign in to access this How-to topic.
Set Up Features on the User Role for Requests
This article explains how to set up features for using requests on user roles. Sign in to access this How-to topic.
Turn On Requests and Set Global Options
This article explains how to turn requests on and set request global options. Sign in to access this How-to topic.
Requests Global Options
This article describes global options administrators set when configuring the system to support users managing requests.
Requests and Lifecycles

Request Mapping Configuration

Automatically transfer attributes from requests to the generated entities.

Pages: 6

Request Mappings version 13
This article provides an overview of the mapping of request fields and alternate structures and links to article on how to do the mappings. This article applies to Planview Enterprise 13.
Map Request Fields
This article shows how to map the fields for requests. This article applies to Planview Enterprise 13.
Map Request Attributes
This article describes how to map request attributes to fields and structures. This article applies to Planview Enterprise 11.5 up.
Mapping Request Attributes to Fields and Structures
This article describes mapping request attributes to fields and structures to help ensure request attributes are copied to an entity generated from that request when it is dispatched. This article also describes removing such mappings.
Map Request Alternate Structures
This article shows how to map request alternate structures. This article applies to Planview Enterprise 13.
Understand Key Business Rules of Request Mapping
This article summarizes important business rules for mapping requests. This article applies to Planview Enterprise 13.

Content

This course covers how to set global options and user-role features that help establish the security of requests. These features include things such allowing users to override the automatically generated dispatcher, deactivate the ability to delete requests, configure request attributes, and more.