Move a Change Through States and Approvals

Taimour Farooqi
Tera Contributor

‎06-27-2023 12:12 PM

I am looking to update a few change records from new to closed, moving through the approval process, they need to have the dates imported/set from a sheet. These were prior to us moving changes to SN, so we want to use the dates for the actual approval.

 

I got the state part working but anyone know how to insert the approval record and time using a background script?

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jMarshal
Mega Sage
Mega Sage
In response to Taimour Farooqi

‎06-28-2023 07:54 AM

You're gonna need to do multi-step process:

- create custom temp field on SN CR table to store unique identifier number of existing changes from the sheet...you can re-use an oob field on the change_request table, for this.
- import data from sheet and ensure you're populating the custom temp field.

- export data from sn change table including the temp field.

- join the exported data with your approval info (You will be joining based on the custom field which has the previous change data)

- import the joined data to sys_approver, populating the approver name/date/time/etc individually, with the "approval for record" field being the SN CR number that was exported previously. note that you may need sys_ID of the CR table rows from SN -- so there would be an extra step to get that data in either a second temp field or the same one you created before (instead of the sn cr number, possibly).

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