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Approve Change Set#

🔒 ChangeSet.Approve

Overview#

This operation is used to request approval for a Change Set.

Setup#

No special setup is required, other than to meet the transaction's preconditions.

Preconditions#

  • Change Set exists and it is in the "Active" / "InApproval" state.
  • If an Approval Workflow (MainStateModel) does not exist, then:
    • a Change Set Approval Role must be defined.
    • the user must belong to that role.
  • If an Approval workflow exists, then:
    • all Change Set Items must have been previously approved.
    • a Change Set StateModelState role must be defined.
    • the user must belong to that role.

Sequence of Steps#

Step 1 - General Data#

  1. Select an existing Change Set whose state is In Approval.
  2. Select a Change Set Item. If there is an approval workflow for the Change Set, then it will also be possible to select the next "State" of the Change Set in the approval workflow.
  3. By clicking Approve, the Change Set will be approved and forwarded to the next state.

    approve_change_set

  4. Once the operation is completed, feedback on the status of the Change Set will be provided and can be one of the following:

  5. Change Set has been "Approved" and all Change Set Items have been made "Effective" (in case the Change Set and all Change Set Items have an Approval Date set and all Change Set Items were made "Effective").
  6. Change Set has been "Approved" and all Change Set Items have been made "Active" (in case the Change Set and all Change Set Items have an Approval Date set and at least one Change Set Item failed to become "Effective".
  7. Change Set has been set to the next StateModelState.