Managing request templates
Request templates help simplify the request process. For example, a request template may contain all the products a new identity needs to get started. If you use a request template to make a request, you are not obliged to request all the products in the template. You only have to select the products you want from it.
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Displaying request templates
To obtain an overview of all the request templates, you can display them and their associated content. Request templates are sorted by personal and system-wide request templates.
To display request templates
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In the menu bar, click Request > My Requests.
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On the My Requests page, click Maintain Templates.
This opens the Cart Templates page (see Shopping Cart Templates (page description)).
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Click Personal templates or System-wide templates to display the corresponding request templates.
TIP: Click (Expand) next to the template to expand the contents and display each item.
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Creating request templates
If you request certain products frequently, you can create an request template from an already populated and configured shopping cart that you can reuse later to save time. In addition, you can create a template with products assigned to a different identity.
To create a request template from the shopping cart
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In the menu bar, click Request > My Requests.
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On the My Requests page, click Shopping cart.
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On the My Shopping Cart page, click Actions > Create template from shopping cart.
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On the Shopping Cart Templates page, in the Name of the new template field, enter a meaningful name for the request template.
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Click Create template.
To create a request template with another identity's products.
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In the menu bar, click Request > My Requests.
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On the My requests page, click the Start a new request tile.
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On the Request page, click Actions > Select a reference user.
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In the Select identity dialog, click the identity in the list whose product requests you want to use as a template.
A new page lists requests, memberships, and entitlements of the selected identity.
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On the Requests for <identity name> page, click Create template.
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On the Shopping Cart Templates page, in the Name of the new template field, enter a meaningful name for the request template.
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Click Create template.
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Editing request templates
You can edit the details of your request templates. You can also add more products to and remove products from request templates that you created yourself (see Adding products to request templates and Removing products from request templates).
To edit a request template
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In the menu bar, click Request > My Requests.
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On the My Requests page, click the Maintain templates tile.
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On the Cart Templates page, next to the request template that you want to edit, click (Edit).
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In the Edit template dialog, in the input fields, enter the desired additional information.
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Click Save.
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