Configure request types - Precisely Data Integrity Suite

Data Integrity Suite
Product
Spatial_Analytics
Data_Integration
Data_Enrichment
Data_Governance
Precisely_Data_Integrity_Suite
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Data_Observability
Data_Quality
dis_core_foundation
Services
Spatial Analytics
Data Integration
Data Enrichment
Data Governance
Geo Addressing
Data Observability
Data Quality
Core Foundation
ft:title
Data Integrity Suite
ft:locale
en-US
PublicationType
pt_product_guide
copyrightfirst
2000
copyrightlast
2026

If you have the required permissions, you can create Request Types to enable users to make requests on an asset, such as raising data quality issues or suggesting new business terms. 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.

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.

The Request Types tab on the Workflow page lists all Request Types that have been configured in your system. You can select a Request Type to see additional information or to edit the configuration:

  • Details: Request Type details, including description, allocation type and request form information. The request form contains the information that users will need to complete after clicking Make a Request.
  • Allocations: View or add asset types where the Request Type can be selected. For example, you can limit a Request Type to only apply to Business Assets. You can also limit the availability to selected user roles. For example, this Request Type is limited to Business Assets and will only be available to select for users with the Data Steward role.
  • Display options: Request entry points: Define the locations from which users can initiate this Request Type. All entry points are selected by default. The entry point options that you can choose from vary according to the allocation type. 'General' Request Types are only available to select from the home page. For Request Types that apply to a specific asset type, these can be selected from the asset type action menu, or from the home page. For Request Types that apply to specific assets, these can be selected from the asset action menu, the link in the side panel when the asset is selected, or from the button in the title area when the asset is selected. Make a Request will only display if there are allocations configured on a Request Type, and if that Request Type is used in an active workflow.
  • Display options: Exceptions: Tailor the Request Type to suit the specific needs of different assets. Exceptions allow you to switch off the display of request entry points for some assets. Exceptions are configured for each allocated Asset Type separately. This means you can define different rules for different asset types. For example, on the Request Type allocated to the Business Assets asset type, for Business Term assets, hide the request entry point if the Status field is not Draft, or if the Subject Area is not Membership.
  • Display options: Request URL: Copy a link to share with others to direct them to where they can make a request. For general requests, there is only one URL to the request form. For Request Types that are based on specific assets or asset types, you can build a custom URL to share with other users. For example, if there is a Request Type for the creation of a new Business Term, you could share a link with other users in your organization by email, or post a link somewhere internally, to direct users to where they need to go to request the creation of a new Business Term.
  • Used in Workflows: Lists the workflows that use the selected Request Type, with details including whether the workflow is active and when the workflow was last run.

Create a request type

Set up a new Request Type to enable users to make requests on assets.

  1. Go to Workflow > Request Types and click Create Request Type.
  2. 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".
  3. 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.
  4. Select a Default Assignment ID Scheme and optionally type a Description, then click Save.
  5. 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.

Define list fields on a request type

Add List type fields to allow users to select from predefined options when making requests.

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.

Tip: When defining a List type field, enable Allow Multiselect? if you want to enable your users to select more than one item from the list.

Edit a request type

Modify an existing Request Type configuration.

  1. Go to Workflow > Request Types and click the menu button in the row of the Request Type that you want to edit.
  2. Select Edit.

Delete a request type

Remove a Request Type from your system.

  1. Go to Workflow > Request Types and click the menu button in the row of the Request Type that you want to delete.
  2. Select Delete.
    Note: If a Request Type is being used by a workflow, the Delete option will be deactivated.

Duplicate a request type

Create a copy of an existing Request Type.

  1. Go to Workflow > Request Types and click the menu button in the row of the Request Type that you want to duplicate.
  2. Select Duplicate.