The CreatorCon Call for Content is officially open! Get started here.

Best Practice: Change Request state transitions

Dazler
Mega Sage

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.

find_real_file.png

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.

 

1 ACCEPTED SOLUTION

Dazler
Mega Sage

Hi everyone,

Taking everyone's suggestion, I created to new States.

One for Approvals and the other for CAB Approval.  I made the OOB Assess and Authorize in active, but I gave the new states the same value as the Assess and Authorize.

 

find_real_file.png

And then I changed the process flow.  Hopefully this does not cause issue during upgrade.

View solution in original post

15 REPLIES 15

See my post below, just go change the labels if that is really all that is needed.

 

I have to change the State labels and the process flow labels as well.

Ya, make sure there is a copy of the states for the change table and just change the label.  Read over the docs I provided it should help.

 

I would suggest dont change the existing OOB one. Create a new one in the 'State' field choices and update the Process Flow label as well.

Regards,

Suresh.

Regards,
Suresh.

Hi, I would recommend to create the new one as per your requirement, Dont over write the existing one.

If it just Label change you modify it not an issue. Incase, you want to change the db name then not adviseable.

Regards,

Suresh.

Regards,
Suresh.