Create Change Management based on state

[MI_10060660]

Hello,

We want to implement certain conditions for the creation of Change Management objects. Currently, only users with the Change Leader role can create change requests and change notices. We've enforced this restriction through policy administration.

Additionally, our customer has requested the following:

• Change Requests can only be created when the Problem Report is in the "Accepted" state.
• Change Notices can only be created when the Change Request is in the "Implementation" state.
• Alternatively, the creation of Change Requests and Change Notices should only be possible after the execution of the "Create Change Request" and "Create Change Notice" actions.

How can I achieve this?

[HelesicPetr]

Hi @MI_10060660 

Generally you can achieve it by customization.

Remove all actions from standard menu for creation CR, and CN

Allow it just in the detail page on the ChangeRequest and Problem report

Create own filter that shows his actions if the conditions are met

All is doable.

PetrH

[MI_10060660]

How can I do this?

[MI_10060660]

@HelesicPetr 

[HelesicPetr]

Hi @MI_10060660 

You have to know, how to create customization

so start study

CS212271 - Windchill PLM - Customization

CS60345 - Customization Guide of Windchill PLM

CS357647 - Windchill PLM - Customization with Eclipse IDE

If you find how to add an action then you would know how to remove it. 

PetrH