Change Management tutorial Release version: Washingtondc Updated April 23, 2024 1 minute to readPerform the sample tasks in your instance to understand the functionality of Change Management. Create a custom fieldCreate a custom choice field to indicate whether a change request must go through the Review state.Add a UI policyAdd a UI policy to display the Needs review field for Normal change requests when it reaches the Complete state.Create an ACLCreate an access control rule (ACL) to prevent the Needs review field from being modified after it has been set.Update the state handler script includeUpdate the ChangeRequestStateHandler script include with the new Complete state.Update the state model script includeUpdate the ChangeRequestStateModel_normal script include to add new functions for the Complete state.Create a UI actionCreate a UI action to display a button on a change request for the Complete state.Create a process flow recordCreate and add a process flow record for the Complete state. The process flow formatter displays at the top of the Change Request form.Update the change request workflowUpdate the change request workflow to reflect the addition of the Complete state.Create a new choiceCreate a new choice for the change request state.
Change Management tutorial Release version: Washingtondc Updated April 23, 2024 1 minute to readPerform the sample tasks in your instance to understand the functionality of Change Management. Create a custom fieldCreate a custom choice field to indicate whether a change request must go through the Review state.Add a UI policyAdd a UI policy to display the Needs review field for Normal change requests when it reaches the Complete state.Create an ACLCreate an access control rule (ACL) to prevent the Needs review field from being modified after it has been set.Update the state handler script includeUpdate the ChangeRequestStateHandler script include with the new Complete state.Update the state model script includeUpdate the ChangeRequestStateModel_normal script include to add new functions for the Complete state.Create a UI actionCreate a UI action to display a button on a change request for the Complete state.Create a process flow recordCreate and add a process flow record for the Complete state. The process flow formatter displays at the top of the Change Request form.Update the change request workflowUpdate the change request workflow to reflect the addition of the Complete state.Create a new choiceCreate a new choice for the change request state.