UI action to change state of change record to Review

Rob96
Tera Contributor

I need to create a new UI action to allow someone with the role of change manager to move a change record in any previous State straight to the State of Review so it can be updated and closed.

 

Change Management intend to use this to record unauthorised changes using a checkbox (separate to the OOTB unauthorised function for discovered CI changes). They have been using Cancel until now but this doesn't allow them to record the actions that have been taken (separately I think our instance has an issue with requesting a cancel reason which could have been used as an alternative way to report).

 

 

9 REPLIES 9

Michael Fry1
Kilo Patron

Assuming you are using Change Models, in your change model for each Model State, you would need to add a Move to Review option. Then your UI Action should work.

Thanks Michael

 

I've tried adding to Change Model>Normal adding Assess to Review (as the first option). I've them copied the existing UI Action for Review and made another for change_manager only. 

 

Not resulting in a contextual menu option as selected. Do i need to do anything with the script includes changerequeststatemodels too?

You should not have to change anything in script includes. So does your UI action show and when you click the button, nothing happens? or what happens?

It does not show. I've tried cloning the existing UI action for Review and setting for change_manager:

Rob96_0-1674489043639.png

When the state and the condition (a field is checked) then I should the action in the contextual menu, but it does not appear.