Close button on change form missing

Matthew20
Tera Contributor

Hello,

I am trying to solve an issue and looking for some help. I have an approval action in the Normal Change workflow that seems to be causing a notification to trigger that people dont want to see. If i remove the approval action the notification stops but I cannot see the close button on the form to move the change from REVIEW to CLOSE state. I believe the approval action is setting the tasks to approved but i dont understand why the script in the close button condition needs that and cant just look at the tasks on the change record directly. So i have 2 questions

  1. Why does the close button not show when the state is in REVIEW? I would think it should be there, but not allow submission until the script/condition is met.
  2. Can the issue be resolved on the UI action to prevent the approval action step in the workflow from having to be moved or changed? I would prefer to fix the issue here than on the notification itself.

Thanks in advance for any help provided

1 ACCEPTED SOLUTION

Mallidi Suma
Tera Guru

Hi @Matthew20 ,

 

Change Request will be marked as approved using this Approval Action. You may see a state change but in the backend, it won't be approved.  So when you are skipping this action your approval field in the change form is in the requested or in some other choice. So it is not displaying the close button.

 

Debugging:-

1. Once approving the change go to its change request record and click on Show XML from its context menu.

2. Go to its Approval field and see whether it is showing approved or not. It should be set to Approved.

3. If it is approved only then go and check whether the Close UI action conditions are met these criteria or not.

Screenshot 2023-05-23 at 1.22.09 AM.png

 

If you want to turn off the notification then find out the outgoing notification then turn it off instead of skipping the approval action. Approval action is only for setting the approval field in Change Request. 

 

I believe the notification that you are referring to is defined as the approval of the change Request, when the change request got approved then it will be sent.

 

Please mark my answer as helpful and accept it as a solution, if it helps you!!

 

 

View solution in original post

1 REPLY 1

Mallidi Suma
Tera Guru

Hi @Matthew20 ,

 

Change Request will be marked as approved using this Approval Action. You may see a state change but in the backend, it won't be approved.  So when you are skipping this action your approval field in the change form is in the requested or in some other choice. So it is not displaying the close button.

 

Debugging:-

1. Once approving the change go to its change request record and click on Show XML from its context menu.

2. Go to its Approval field and see whether it is showing approved or not. It should be set to Approved.

3. If it is approved only then go and check whether the Close UI action conditions are met these criteria or not.

Screenshot 2023-05-23 at 1.22.09 AM.png

 

If you want to turn off the notification then find out the outgoing notification then turn it off instead of skipping the approval action. Approval action is only for setting the approval field in Change Request. 

 

I believe the notification that you are referring to is defined as the approval of the change Request, when the change request got approved then it will be sent.

 

Please mark my answer as helpful and accept it as a solution, if it helps you!!