Change Configurations

    Change Configurations allow you to configure the settings related to editing, approval actions, or email notifications in a change request.

     

    Role Required: SDAdmin

     

    To access change configurations, go to Admin > Customization > Change Management and select Change Configurations tab.

     

    Configurations

    Enabled

    Disabled

    Change Owner can edit the change across all stages, at any state of the change

    Allows change owner to edit the change request at any change stage and state.

    Change owner can edit the change request only in the permitted stage.

    This configuration is disabled by default.

    Include attachments in change automatically with Send For Recommendation mail

    Automatically include attachments while sending the recommendation mail.

    This configuration is enabled by default.

    Attachments will not be included in the mail automatically.

    Users with edit permission of a given stage can perform approval actions on Approval Levels of the stage

    Allows the user with edit permission to perform approval action.

    Only users with approval permission can perform approval action.

    This configuration is disabled by default.

    Restricts reset operation of Approval Levels and Approval status on backward stage movement

    Restrict the reset operation of approval levels and approval status on backward stage movement.

    Approval levels and approval status on backward stage movement can be reset.

    This configuration is disabled by default.

    On stage revisit, allow complete deletion of Approval Levels added via workflow

    On stage revisit, the approval levels added via workflow will be completely deleted.

    Approval levels added via workflow will be disabled on stage revisit.

    This configuration is disabled by default.

    Allows recommendation mail to be sent automatically for any approval added using workflow

    The recommendation mail will be automatically sent to the approvers, if an approval is added via workflow.

    This configuration is enabled by default.

    Recommendation mail will not be sent automatically to the approvers for any approval added via workflow.

     

    Click Save.

     


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