Create a Change Management workflow

User Roles: System Administrator

Each change category or change task category must have a workflow associated with it. Before you can create a change category or change task category, you must create a workflow for it. You can create a new workflow from scratch, or copy an existing workflow and make necessary modifications.

Tip Change Management has the following out-of-box workflows, which cannot be modified but can be used as a template when creating your own workflows: Change Proposal, Emergency Change, Normal Change, Standard Change, and Generic Task.

To create a change workflow or change task workflow from scratch, follow these steps:

  1. Create a basic workflow.
    1. Navigate to Change Management > Configuration > Change Workflows.
    2. Click New. The Workflow properties window opens.
    3. Type a name and description for the workflow.
    4. Select the table to associate with the workflow. For example, select cm3r for Change, or cm3t for Change Task.
    5. Click OK, and then click Save.

      The new workflow appears in the workflow list if you click Change Workflows.

    6. Log off and log back in.
  2. Add phases to the workflow. For details, see Add a phase.
  3. Create transitions between the phases. For details, see Create a default workflow transition, Create a manual workflow transition, and Create an automatic workflow transition.
  4. Click Save.

To create a change workflow or change task workflow from an existing one, follow these steps:

  1. Click Tailoring > Process Designer > Copy Existing Workflow.
  2. Select a change or change task workflow from the list.

    Tip Workflows marked with our company logo are Micro Focus Proprietary and cannot be modified. You can create your own workflows based on them.

  3. Follow the instructions provided by the workflow cloning wizard to make a copy of the selected workflow. For details, see Copy an existing workflow.
  4. Make necessary modifications as you do when creating a new workflow from scratch.

Related topics

Processes and Best Practices

Create a workflow

Copy an existing workflow