Add references to requests

You can use the References section on the request detail page to add and view supplementary information related to the request.

Overview

You can add the following entities to a request as references:

  • Attachments

  • Packages (new and existing)

  • Other programs

  • Projects

  • Releases

  • Requests (new and existing)

  • Tasks

  • URLs

For some references, such as packages and other requests, you can establish a functional dependency to the original request. For example, you can specify that a request is a predecessor to the package so that the package cannot continue along its workflow until the request is closed. For a list of the references and their possible dependency relationships, see References and relationships.

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Add references to requests

To add references to requests:

  1. Log on to PPM.

  2. Open or create a request.

  3. From the Jump To navigation panel, click References.

  4. From the New Reference list, select the entity type you want to associate with the request and click Add.

  5. Follow the steps described below to search for or create references to add to the request.

    1. In the Add Document window, click Choose File to select a document file to attach as a reference.

      Caution: The name of the file you attach must not contain an apostrophe. If it does, a script error will occur the next time the request is opened.

    2. In the Author field, you can replace the name of the attachment author with your name.
    3. In the Description field, provide a description of the attachment.

    4. In the Key Words field, enter the key words for the attachment. Key words can help you differentiate between multiple attachments and quickly find the target attachment.

      Note: The Key Words field is available only when Database DMS is in use.

    5. Click Add.

      On the request detail page, the References to be added on Save field lists the selected attachment.

    1. In the Add Reference: <Entity Type> window, provide your search criteria in the available fields and then click Search.

      The Add Reference: <Entity Type> window lists relationship types and the packages, projects, requests, or tasks that match your search criteria.

    2. Select the packages, projects, requests, or tasks that you want to add as references to the request and the relationship between the selected references and the request.

    3. Click Add.

      On the request detail page, the References to be added on Save field lists the references to be added.

    1. To add a program, in the Program field of the Reference Program window, select the program you want to add as a reference.

      To add a release, in the Release field of the Reference Release window, select the release you want to add as a reference.

    2. In the Relationship field, select the option that describes how the program or release is related to the request.

    3. Click Add.

      On the request detail page, the References to be added on Save field lists the program or release to be added as references.

    1. In the Create New Package window, select a relationship for the new package and the open request.

    2. Click Create.

      The New Package window opens. Any matching header information from the request (such as description, priority, and package type) is automatically added to the package.

    3. Provide all required information, and any optional information you want to add for the package.

    4. Click Save.

      On the request detail page, the References to be added on Save field lists the new package name.

    1. In the Create New Request window, from the Request Type list, select the type of request you want to create.

    2. In the Relationship field, select a relationship for the new request and the open request.

    3. Click Create.

      The Create New <Request Type> page displays the fields available for the selected request type.

    4. Provide all required information, and any optional information you want to record.

      For instructions on how to complete the Create New <Request Type> page, see Create requests from the menu bar.

    5. Click Submit.

      On the detail page of the original (open) request, the References to be added on Save field lists the new request name.

    1. In the Reference URL window, type the URL address in the URL field.

    2. To test the URL, click View URL.

    3. In the Description field, you can type a brief description of the URL.

    4. Click OK.

      On the detail page for the open request, the References to be added on Save field lists the URL you specified.

  6. Click Save. If this is a new request, click Submit.

    Note: To add the references to the request, you must save the request.

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