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Customizing the existing fields in the Change Management "Request a Change" form

  • 1.  Customizing the existing fields in the Change Management "Request a Change" form

    Posted Dec 05, 2014 10:14 AM

    Ok so I'm a beginner with workflow and have been reading the user guide and watching the available videos that I can find, but I'm still having trouble with this.  I need to change the data in the Impact Field, the Urgency Field, and if the change type is an emergency I need it to go directly to our IT director and skip all the approval steps to be approved.  I also dont need the Cost Details option, but if that can't be taken out it's no big deal.  I've build some very basic project workflows using templates, but my group really wants this one to be modified.  Any help would be greatly appreciated. 



  • 2.  RE: Customizing the existing fields in the Change Management "Request a Change" form
    Best Answer

    Posted Dec 18, 2014 01:53 PM

    Hi, phoward74

    You can change the impact and urgency in the portal settings as the image below:

    AppPro.png

    If you change the portal settings, all fields that use those settings should use what you have set. (no matter what the IM process, PM, CM ...)

    To change only to send the change is necessary to change within the change of flow, the flow is SD.ChangeManagementSimple.Request and setting the values on the component own, as below:

    frmchange.png

     

    If you use the correct ProcessVariable having an Array declared in the flow or in the portal with all the values you want to display.

    Constant Values are the values that must enter in hand one by one.

    Dynamic Model is for cases that you have to process this array, for example a query to a database, or even in another repository.

    Good luck in choosing!

    As for the direction for the IT director simply create a rule (OnChangeReceived) in the application portal for this redirection when emergency as follows:

    RuleSet.png

    Regards,