PavanJ
Tera Guru

Yes, I have achieved this

Resolution Notes

  1. .The Risk (U_risk) field is a custom field where the risk assessment value (Low, Medium, Major, Critical) is set using a UI policy
  2. The Normal Change Policy decision configured on the risk assessment values.

    When creating a Change Request in the default view, the workflow correctly picks up the client-side value, and the process works as expected.

  3. However, when creating a Change Request in SOW, the workflow fails at the Normal Change Policy decision. This happens because the SOW process retrieves the value from the server-side, and since UI policies do not save values server-side, the workflow does not get the required data.
  4. To resolve this, I created a Business Rule to update the Risk (U_risk) field with the appropriate risk assessment value (Low, Medium, Major, Critical), ensuring the workflow functions correctly.

    Additionally, I activated the OOB Change Request flow instead of the existing workflow and customized it to align with business requirements.

Resolution Implemented Successfully.

Regards,

Pavan J