Use > Change Management > Change Management administration > Configure global settings for Change Management

Configure global settings for Change Management

Applies to User Roles:

System Administrator

Change settings are global settings that are applied to the entire Change Management module.

To configure change settings, follow these steps:

  1. Click Change Management > Administration > Settings in the System Navigator.

    Ignore the Enable Legacy Event Messages check box. The Process Designer change workflows do not use legacy event messaging. Instead, notifications are called from RuleSets.

  2. To specify the default link file for mapping change model fields to change records, enter the name of the link file in the Default Open/Apply Link text box.

    Note You can view and reconfigure the field mappings defined in the link file. For details, see Map change model fields into change records.

  3. To enable change model filtering based on a script function you defined, enter the script function name in the Change Model Restriction Script Function text box. For example, ChangeModelRestriction.getRestrictionSql.

    Note The specified script function is used to filter change models that you can see when creating a new change or applying a change model to a change, according to the conditions defined in the script.

    To define the query conditions in the script, click Tailoring > Script Library in the System Navigator, search for the script or create a new script, and then define the script function for change model filtering.

  4. To enable users to create new change requests based on change categories, select Category under Select On Open.
  5. To enable users to create new change requests based on change models, select Change Model under Select On Open.

    Note Be default, Change Model is selected.

  6. To configure the change model hierarchy, type up to four column names to group the change model in the Group Change Model by text box. For example, to group the change model by category and template, type category, changeTemplate.

    Note  

    • The change model hierarchy configuration takes effect only when Change Model is selected under Select on Open.
    • Use the column names specified in the changeModeltable.
    • You can configure a maximum of four levels in the change model hierarchy by specifying the columns in a comma-separated list.
  1. Click Save.

    Note You can create or edit custom settings by selecting Add New Setting or Edit Settings from the More menu.