Convert a request to a change request

[Kathy3]

Hi,

I am trying to figure out if it is possible to convert a request record to a change request either by adding the option to the UI menu on the request record or possibly by using a workflow. I am working with Kingston.

If it is possible to convert a request to a change request, what is the name of the menu in the screen shots?

The 2 shots below show the menu of our requests and incidents. I would like to be able to add the option to create change to the request menu. Any thoughts?

[sachin_namjoshi · Accepted solution]

This is already provided OOB with UI action on sc_req_item table to create change request.

Please look into below OOB UI actions for further guidance.

[Brent Sutton]

Hi Kathy,

You should definitely be able to convert a sc_req_item to a change_request. The best option would probably be a UI Action on the RITM. I had a similar use case to convert a RITM to an INC in the past. I created an article showing the process to create the UI Action - Convert an RITM to an Incident

This article should give you the basis of what you are looking for, just amend for the change_request table.

Hope this helps.

Brent

P.S. If my suggestion helped then please mark as helpful and/or correct so other community members can benefit from this information.

[Kathy3]

Thanks I will take a look at that, Do you know if there is a way to get it to run on the request and not the RITM?

[sachin_namjoshi]

You can create copy of this UI action and run it on sc_request table.

Regards,

Sachin