UI action to change state of change record to Review

Rob96
Tera Contributor

‎01-17-2023 08:48 AM

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).

 

 

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Michael Fry1
Kilo Patron
In response to Rob96

‎01-25-2023 06:43 AM

I just tried this in my PDI and it appears to work fine. I added Review to the New state to test this and this is what I see:

 

Screen Shot 2023-01-25 at 9.39.52 AM.png

  

Screen Shot 2023-01-25 at 9.40.16 AM.png

If you don't see Review in the Change form, that UI action will not show.

 

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Rob96
Tera Contributor
In response to Michael Fry1

‎01-25-2023 08:31 AM

Thanks Michael.

 

I think we have something else configured that is impacting state transitions. I get the UI Action for the Review (change manager only) but this only shows at current state of Implement (alongside the existing Review button). 

 

I will try in my PDI and see if the equivalent works then try to identify what else is restricting the transition of state

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Rob96
Tera Contributor
In response to Rob96

‎01-25-2023 08:44 AM

Tried in my PDI and as you say this works. Do the change models work on both flow designer and the legacy workflows? We are still using workflows.

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Michael Fry1
Kilo Patron
In response to Rob96

‎01-25-2023 09:53 AM

Ideally Flows but possibly workflows will work too. It's time to switch to Flows!

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Rob96
Tera Contributor

‎02-07-2023 09:15 AM

So I still can't get this functionality to work and it seems that it hinges on my limited knowledge of how the change model states which seem to be more closely associated with flow based change models relate to the older script includes ChangeRequestStateModel_normal which seems to be more aligned with the workflow editor versions of the change models.

 

Again we are heavily locked into workflow change flows so I need to know if I should be editing the script includes to get this functionality to work for us.  Thanks

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