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12-Amethyst
August 24, 2024
Question

Create Change Management based on state

  • August 24, 2024
  • 1 reply
  • 1147 views

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?

1 reply

HelesicPetr
22-Sapphire II
22-Sapphire II
August 26, 2024

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

12-Amethyst
August 26, 2024

How can I do this?

12-Amethyst
September 16, 2024

@HelesicPetr