Emergency Change - how is it triggered

steveturley2
Giga Expert

Apologies first as I realise this is a probably really dull of me.

We currently have an issue where our emergency changes appear to be following an (incorrect) workflow.

For example, I have a 'submit change' button visible at draft state for normal changes, but not for emergency. Instead I have the 'request approval' button instead.

I also cannot see where the workflow for the emergency change begins. I suspect our emergency change workflow has been deactivated and the intention was to set emergency changes to follow the same workflow as normal changes. However, that is not happening.

1 ACCEPTED SOLUTION

Hi. Thank for the reply(s).

It turns out that conditions on the UI actions on both buttons were either disabling them from appearing or causing them to appear at the wrong time, thus not triggering the workflow in the right order. All sorted now.

Thanks for the help!

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6 REPLIES 6

Daniel O_Connor
Kilo Guru

 

Do you have the "Show Workflow" UI Action enabled on Change?

I find this pretty useful to identify what workflows are being triggered with any record or form I'm looking at in our instance. It will open up the workflow so you can see the name of it, along with how it flowed through it.

I believe Show Workflow is out of the box, if not, let me know and I can share with you how to add it. 

That will tell you specifically which workflow is being triggered and how its flowing through it 

Hi Daniel

That sounds like it could be useful. It looks like it's on our instance but how would I view it.

 

Here's a screenshot of the UI actions starting with 'show workflow'

 

find_real_file.png

Looks like it's turned on. So if you go to a Change , in your case emergency, scroll down to between where your form design ends and your related list tabs begin, you should see a blue hyperlink saying "Show Workflow"

 

find_real_file.png

 

If you don't see it, go into the Show Workflow UI Action against "Change Request" (bottom of your screenshot) and check that "Form Link" box is ticked. That allows it onto a form as a clickable link 

steveturley2
Giga Expert

Of course! It was there all along.

So yes, I can that my emergency change isn't moving along the workflow as it should.

It appears to be something to do with the fact that at for emergency changes, at 'draft' stage, I get a 'request approval' button and not a 'submit change' button

whereas for normal changes, the opposite is the case.