This documentation supports the 9.1 version of Change Management.

To view the latest version, select the version from the Product version menu.

Associating custom process flows to a change template

You can create and modify custom process flows, which determine the change lifecycle. You must associate the custom process flow with the appropriate change template or templates. Then when the change coordinator selects the template on the change request form, the custom process flow applies to the change request.

To associate a custom process flow with a change template

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, choose Change Management > Template > Template, and then click Open.
  3. Either search for and open an existing change template, or create a new change template.
  4. Click the Process Flow tab.
  5. In the Change Process Flow field, select the custom process flow.
    The Status Transition field displays a textual representation of the status flow transitions.
  6. Click Save.
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