Delete a phase record

Applies to User Roles:

System Administrator

Change, task, quote, and order phase records contain field names that are applicable to the function of the record. Like categories, there are some differences between a change, task, quote, and order.

Caution When you delete a phase record, you will need to update svcCatStatusMap in Database Manager. This will ensure that any existing change requests or quote orders will receive the necessary phase record assignments based on the phase record you just deleted.

To delete a phase record, follow these steps:

  1. Go to Tailoring > Process Designer > Workflows.
  2. Select the workflow name that matches the category where you want to delete a phase.

    Note Select table name cm3r for a Change Request phase or cm3t for a Change Task phase.

  3. Using the visual workflow representation, click on the phase that you want to delete.
  4. Click Delete and then save.
  5. Update svcCatStatusMap in Database Manager.

    As an example, delete the Source Record Status for an ordering phase you created earlier but find you no longer need. For example, a phase titled Ordering2 with the Source File Name of ocmq, as follows:

    1. Go to Tailoring > Database Manager.
    2. In the Form field, type svc and then click Search.
    3. In the Find Format Name field, select svcCatStatusMap.
    4. Click Search to open a list of Service Catalog Status Mapping phase records.
    5. Find and select the record with the Source Record Status of Ordering2 and the Source File Name of ocmq. This is the record to be removed.
    6. Verify that the number in the Status Score field contains the right phase number. Since you deleted the phase or order of the original phases, you need to delete the Status Score field number here to match the order of the phases.