Work on my Requests

Typical use case scenario: I want to see my requests so that I know in which status they are and when I can expect delivery.

The following actions can be used to work on one's Requests:

Calling the My Requests Action

The action can be started:

• Using the Smart Tile on the Start Page of the End User Business View

  Using the tile on the End User start page is the fastest way to open the My Requests catalog.

  Note: If not present, tiles can be easily added by Start Page customization.

• Using the Smart Tile from the 'Tiles' InfoObject

  If available, the 'Tiles' InfoObject provides access to all available Smart Tiles, the My Requests tile included.

Other actions coupled with working on my Requests are:

• Basic actions: Select a record and open it in the edit view
• In the catalog: Create related, grouping, recall submitting

• In the editor: Save as template, cancel request

Basic Actions

In the catalog, you can open a record in the edit view:

1. Select the desired Request in the catalog.
2. Double-click the Request.

   The Request opens in the edit view. You get na overview of Request attributes and can perform the below described actions on the Request and Request Items.

Actions in the Opened Catalog

You can perform the following actions in the My Requests catalog:

Create Related Request

• As Copy

  Use the action to copy the selected request into the cart for submitting another request with the same specifications.

• For the Same System

  Use the action to create a new request for the same system as the selected request. The requests will be linked and automatically grouped.

  See 'Requesting for the Same System' for more information on request linking.

• In the Same Group

  Use the action to create a new request automatically assigned to the same group as the selected request.

Grouping

• Create Request Group

  Call the action to create a new request group and assign the request for which the action was called to the group.

• Move to Request Group...

  Call the action to assign the selected request to an already existing group.

• Remove from the Request Group

  If a request is assigned to a request group, this action is available and can be used to delete the assignment.

• Rename the Request Group

  If a request is assigned to a request group, this action is available and can be used to rename the group. Assignments of other requests to the group will be kept, group renaming will be reflected in the catalog and in the 'Request Group' section of the request editor.

  The 'Request Group' section of the request editor lists all requests assigned to the same group as the edited request.

  See 'Requesting for the Same System' for the distinction between request linking and grouping.

Undo Submitting

A submitted request not yet approved can be sent back to the cart by calling the 'Undo Submitting' action. The request is retracted from the approval process and saved as 'saved cart' for future use by the requestor.

Actions in the Editor

If you open a Request in the edit view, you can execute the following actions in the editor:

Save as Template

Action 'Save as Template' saves the request as a template on which future requests can be based.

See 'Saving Carts and Templates' for more information.

Cancel Request

Action 'Cancel Request' sets the request status to 'Cancelled'. If the request contains request items which are 'Fulfilled', Approved, to be Fulfilled' or 'In Fulfillment', a warning message gets displayed. A cancelled request can be sent back to the cart e.g. by action 'Undo Submitting' from the 'My Requests' catalog context menu.