Best Practice: Change Request state transitions

[Dazler]

Hi,

It has been requested to change the name of state transitions of Change Request.  It doesn't change the process behind it, but I want to make sure that I don't mess my self up when we upgrade the system.  

Basically, instead of "Assess", they want it to say Approvals.  Instead of "Authorize", they want it to say Cab Approval.  And instead of Review, they want it to say Business Review.

I want to know what is the best practice to this, is changing just the label for each of these better?  Or creating new ones and hiding the original ones?

I know it is my decision, but I would like others opinions as I do not want to cause any issues when we upgrade our system.

[ersureshbe]

Hi,

The mentioned change you should apply in 'sys_process_flow_list'. If you apply the change in process flow then it just label and should not impact. But the process flow named based on the state field. Are you going to apply the same change state as well? If yes, its not advisable to apply change in state field.

Reason - If you are following all OOB behavior what are area depended you should apply the same change there as well. 

The mentioned change applied only above screenshot, it should not create an issue. 

Regards,

Suresh.

[Dazler]

Hi @Suresh Loganathan,

I would also need to change it at State level as well.  So you are saying it would be better to create new ones and then hide the original ones?

[DrewW]

I would not create new ones.  That will cause more grief than I think its worth.

[Dazler]

I am really opened to suggestions, what do you think would be the best way of going about this?