Question about modifying a Standard Change workflow using the change state model

[jlaue]

Hello - 

I have copied the Change Management - Standard Change and Standard Change Tasks workflows and then I have started to modify them to match our process.

Once the Standard Change Template is used for a particular standard change and I click on Save it will bypass the approvals and the Scheduled State and go straight to the Implementation State and automatically generate the Implementation tasks, which is exactly how I want it to work.

However, the problem is when I close the Change Task, I want it to also close the parent Change Record that it is associated to, but that is not working.  The parent Change Request is still sitting int he Implement state.  I have attached several screenshots that step through this so hopefully someone can point me in the right direction.  I also looked at the ChangeRequestStateModel_standard Script Include, but was not sure what to change in there.

Thanks!! 

[Michael Fry1]

The script includes ChangeRequestStateModel_standard controls what the next state can move to. I don't think you can skip Review state, so try added a Set Value: State - is - Review with your closed notes, then another Set Value: State - is - Closed and see if that works.

FYI - you don't need a Branch in the Change Workflow, and you don't need the branch or join in the Change task workflow if you are only going to have 1 task. Just minor things, but might as well keep it clean if you are redoing it.

[jlaue]

Thank you for your response.  I had the same issue when adding the State is Review Set Value before the State is Closed Set Value and had the same thing.  I then removed the State is Closed Set Value all together and it did actually change to the Review state when I tested it, and added my Close Notes.  However, it won't force that State into Closed on the Workflow.  

Thanks for the advice on the branch/joins, I cleaned that up as well.  

I will keep poking around to see if I can find a way to force the Standard Change request into Closed after the Change Task is closed.   

Thanks again for your help!

[Michael Fry1 · Accepted solution]

If you make changes to the script includes, it should work but I think I would prefer to find a way in the workflow. Maybe you need to put a short timer between Set Values so the ticket can catch up?

[jlaue]

Timer worked perfectly, great idea!!  Thanks again for your help!