How do I request a Project or Template update?
Project / Workspace Administration Requests: Requesting Project or Workspace Updates. To outline how customers can request structural or metadata updates to projects/workspaces. All projects or workspaces managed through supported lifecycle platforms.
When to Use This Article
Use this when you need to request:
-
A new project/workspace
-
Workflow/approval routing changes
-
New metadata fields or updates
-
Updates to dropdown values or value lists
Instructions for Submitting a Project or Workspace Request
-
Go to the Support Portal and choose Project/Workspace Request.
-
Select the type of update:
-
New Project / Workspace
-
Field Update
-
Workflow / Approval Update
-
Value List Update
-
-
Provide the following:
-
Project/workspace name
-
Current behavior
-
Desired change
-
Business justification
-
-
Attach supporting documents (requirements, screenshots).
-
Submit the request.
What the Support Team Needs
-
Precise naming/labels of fields or workflows
-
Impact on existing users
-
Whether the request is part of a broader initiative
When to Escalate
-
A needed metadata field is blocking a release
-
Approval workflows are routing incorrectly
-
Existing fields are causing data integrity issues
Related Articles
-
Template Requests
-
Configuration Change Requests
-
Data Import Guidelines