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Product request lifecycle

All Product requests go through the product request lifecycle. It comprises six states. You can configure Product tasks for all states except Pending Approval.

Requested

When a user, manager, or product owner submits a product request on the User dashboard, the request immediately enters the Requested state.

If there are any Product tasks configured for this state, they are executed.

All tasks configured for the Requested state must execute successfully before it can end. If any attached task(s) fail, the request remains in this state, with a Task State of Failed. For example:

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To resolve this situation, either Retry a product task run until it succeeds, or manually perform the needed update(s) in your organization's systems, and then Mark a product task as succeeded.

When the Requested state ends, the request enters the Pending Approval state.

Pending Approval

When a product request enters the Pending Approval (aka Pending) state, it proceeds through its assigned approval workflow (see Approval workflows). Product request notifications & reminder emails are sent to the designated responders.

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If the product is configured with the Auto Approve approval workflow, this state is skipped.

When the Pending Approval state ends, the request enters the Approved state.

Approved

A product request enters the Approved (aka Assigned, aka Success) state when:

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If there are any Product tasks configured for this state, they are executed.

At the end of the Approved state, the user that the product was requested for now possesses the product.

Denied

When Designated responders deny Product requests (or when an administrator denies a product request), the request enters the Denied state.

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If there are any Product tasks configured for this state, they are executed.

The requester does not gain possession of the product.

Returned

When a user returns a product (or when Managers return products on behalf of users, or when an administrator returns a product), the request enters the Returned state.

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If there are any Product tasks configured for this state, they are executed.

At the end of the Returned state, the requester no longer has the product.

Withdrawn

While a product request is in the Requested state, the requester can voluntarily cancel it. In this case, the request enters the Withdrawn state.

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If there are any Product tasks configured for this state, they are executed.