Multi-select new list action in change request list
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Monday - last edited Monday
Implement a multi-select List Action on the Change Request list to allow users to mass-cancel Change Requests that were automatically created from Standard Change templates.
It must be available only for change manager role.
The action must:
Allow selecting multiple Change Requests.
Prompt the user for a comment (mandatory).
Set the state to Cancelled and record the comment in the Work Notes or Closure Notes.
Be reusable for future similar needs.
This prevents abandoned Change Requests when the wrong Standard Change is opened.
The requirements are:
When triggered:
- User sees a prompt asking for a mandatory comment.
- Selected Change Requests change to state Cancelled.
- The comment is written into work notes or closure notes.
Only visible to appropriate roles (change managers / fulfiller roles).
No impact on existing Standard Change workflows.
What would be the ideal way to create this? How would you do it?
Ui Action? Ui builder?
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Monday
Hello @NMMZ10 ,
Ui Action is best option for this . Please refer this code snippet of script include and client script through which we can acheived this scenario.
Client Script :
If this helps you then mark it as helpful and accept as solution.
Regards,
Aditya,
Technical consultant
