Apply workflow to Change Request

alexcolbert · ‎02-05-2016

I've got some out of the box workflows for change requests that fire when a certain type of change is raised i.e. Standard, Normal and Emergency. I needed to modify the Standard Change workflow to remove a step, so I copied the workflow, made the edit and renamed it to Standard Change - Test. I then thought that I could look in the config settings for change requests to apply this workflow (as I would for an incident) but it wasn't that easy. I couldn't find anywhere to apply this workflow so I went back to the original standard workflow and just changed that one, thinking that this would automatically apply. This didn't work either as when I submitted a standard change, the original un-edited workflow was followed.

Can anyone tell me what I need to do, so that when I modify the workflow it is followed correctly when a Change Request is submitted?

Any advice appreciated, thanks!

gemini17 · ‎02-08-2016

Hey Alex:

If it is not executing, that means the workflow is not getting attached. All you have to do is under workflow properties, under conditions specify

Type is Standard, emergency, comprehensive as the case may be. Spend some time going through the default workflows for change, there are three of them, 'Routine Change', 'Emergency Change' and 'comprehensive Change'. For Approval Requested you have to do a run script activity, only then you will see requested stage. Also look at workflow stages. Then modify your workflow, according to your requirements.

Hope this is helpful.

P.S. Hit it correct and helpful, if it works.

Cheers

Danny

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K10 · ‎02-05-2016

Hi Alex,

If you want to change the existing change workflow please use checkout option on the existing one. During the testing you dont have to publish the workflow rally. Post you finish your changes you can publish the workflow and make it available for others.

Since you have copied the workflow you might see two workflow context running for same change request (based on the workflow condition if not changed)

Thanks,

K10

alexcolbert · ‎02-05-2016

Hi K10

Thanks for your reply.

After I couldn't find out where to apply my copied workflow I did checkout the original workflow and made the change to that one. I then submitted a Change Request and it still followed the original workflow rather than the one including my change.

Where can I look to see whether I have 2 workflows running for my test change request?

Thanks for your help!

Alex

gemini17 · ‎02-05-2016

Hey Alex:

Check the 'Active Contexts', it will show all the workflows executing.

Hope this helps.

P.S. Mark it helpful and correct, for that is where you see all executing workflows.

alexcolbert · ‎02-08-2016

Hi Danny,

Thanks for your reply.

The Active Contexts list is empty which is puzzling if it should show any workflow that is currently running. Would this imply that that the change request is not linking to the workflow?

I have checked on the conditions required for the workflow and it advises that approval needs to be requested:

There is a stage in my workflow that automatically approves the request:

But I have checked the status of the test change request and it states that approval has not been requested:

This would suggest that the change request does not even see the workflow, or that there is something wrong in the workflow itself. Do you have any ideas on what might be happening?

Thanks for the help!