Adding products to request templates
You can add more products to your existing requests templates.
To add a product from the shopping cart to a request template
- Add the product you want to add to your request template to the shopping cart. For more information, see the Adding products to 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 the Shopping Cart tile.
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On the My Shopping Cart page, click Actions > Create template from shopping cart.
- On the Cart Templates page, next to the request template to which you want to add a product, click Select.
To add products of a different identity to 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 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 an identity dialog, in the list, click the identity whose products you want to add to the request template.
NOTE: You can extend the identities list to show more information. To do this, click View settings > Additional columns and select the information you require from the dialog.
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.
- On the Cart Templates page, next to the request template to which you want to add a product, click Select.
Related topics
Removing products from request templates
You can remove products from your request templates.
To remove a product from 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, in front of the template with the product you want to remove, click 
(Edit).
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Next to the product that you want to remove, click 
(Delete).
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In the Change template dialog, confirm the prompt with Yes.
Related topics
Sharing request templates
To allow other users to use your request templates, you can share your own request templates with other users.
To share an request template with other users
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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 share, click 
(Edit).
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In the Edit template dialog, select the Template is available to other identities and Publication is approved check boxes.
NOTE: Enable this option only if you do not want to make any more changes to the request template.
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Click Save.
Related topics
Deleting request templates
You can delete request templates at any time.
NOTE: You can only delete your own personal request templates.
To delete 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 delete, click (Delete).
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In the Delete template dialog, confirm the prompt with Yes.
Related topics
