Apply workflow to Change Request

[alexcolbert]

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 · Accepted solution]

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

[alexcolbert]

Hi Danny,

Thanks for that, I went through the workflow and found that not all the conditions were being met in order for the workflow to fire.   I have now amended the workflow and successfully run through a couple of test changes.

Thanks for all the help, much appreciated!

[pawan k singh]

Follow below steps.

1. Navigate to New Workflow--> Checkout the workflow --> Go to "Properties" and under "Conditions" tab copy the Trigger conditions as old workflow. For Ex: To change Emergency Workflow, you can update the new workflow properties as below.

2. Now go to old workflow and make them as Inactive by following as below screenshot.

Please mark this helpful/ if it helped you.

Regards

Pawan K Singh