When change request state is Assess or Authorize, both fields will be read only for everyone except for Change Manager and Change Coordinator role users. If any of the two fields is modified, change request should be sent back to Assess state for app

[nidhi12]

Hi All, can anyone help:

1)- When change request state is Assess or Authorize, planned start and end date fields will be read only for everyone except for Change Manager and Change Coordinator role users.

2)- If any of the two fields is modified, change request should be sent back to Assess state for approvals from start.

Thanks

[Tony Chatfield1]

Hi, I would think a UI policy for setting the read only fields.

For the fields being updated and rolling back the task approvals, the existing OOB normal change workflow includes a good working example of approval roll back functionality and you just need to review and update the workflow to suit your requirements (or copy the wf and update).

[asifnoor]

Hi,

For #1, you could do this with UI policy.

Create a UI policy on change request table and add conditions planned start or end date changes.

For #2, you need to cancel the approvals if any and then change the state back to assess. You can do this using Business Rule on the change request table and check.

Kindly mark the comment as a correct answer and helpful if it helps to solve your problem.

Regards,
Asif
2020 ServiceNow Community MVP

[nidhi12]

Hi Asif,

Can you help me with the business rule which needs to be written, As of now i am writing this but it is not working :

When : After >Update

State >is one of >Assess or Authorize

Planned start date OR planned end date >Changes

Actions :

Set Field Values : State > to> Assess

Please help me on this.

[asifnoor]

Hi Nidhi,

Remove this condition

State >is one of >Assess or Authorize

just keep planned start date changes or end date changes

Kindly mark the comment as a correct answer and helpful if it helps to solve your problem.

Regards,
Asif
2020 ServiceNow Community MVP