When you create a Request Type, you define fields to specify the information that users will need to provide when they make that type of request.
Create a request type
- Go to and click Create Request Type.
- Type a Name. The Name that you enter is the value that users will be able to select when they click the Make a Request button, for example "Report Data Quality Issue".
- Select an Allocation Type to define the availability of the Request Type. You can limit a Request Type to a specific Asset or Asset Type, or you can select General if you do not want to limit the availability of the Request Type.Tip: By limiting the availability of a Request Type, you can create different workflows for different assets or asset types. For example, if there is a data quality issue reported on a technical asset, the steps that you want to take and the people that you want to notify may be different compared to when the same request is made on a business term.
- Select a Default Assignment ID Scheme and optionally type a Description, then click Save.
- You can add fields to tailor the information that users will need to provide when they choose the selected Request Type by clicking Add Fields in the Request Form Information panel.
Request Types are closely related to workflows. Generally, once you have defined a Request Type, the next step is to build a workflow around it. The workflow determines what happens after a user has made a request, and allows you to route issues to the relevant person who will determine the next steps.
Define list fields on a request type
You can add a List type field on a Request Type to allow users to provide additional information about the issue that they are reporting by selecting options from a predefined list. For example, for a data quality issue, you could add a List type field where users can select from a predefined list of data quality issue types, such as accuracy or completeness. Or, you may want to add a List type field that allows users to select a severity level for the issue that they are raising.
Edit a request type
- Go to and click the menu button in the row of the Request Type that you want to edit.
- Select Edit.
Delete a request type
- Go to and click the menu button in the row of the Request Type that you want to delete.
- Select Delete.
Duplicate a request type
- Go to and click the menu button in the row of the Request Type that you want to duplicate.
- Select Duplicate.