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Request Change Set Approval#

🔒 ChangeSet.RequestApproval

Overview#

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

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • Change Set exists and it is in the "Active" / "Created" state.
  • The Change Set contains at least one Change Set Item.

Sequence of Steps#

Step 1#

  1. Select an existing Change Set whose state is "Created".
  2. Optionally, enter a comment.

  3. Click on Request Approval and the system will confirm that approval for the Change Set approval has been requested.

    request_approval

  4. Once the Change Set approval has been requested, feedback will be provided about the status of the Change Set, which can be one of the following:

  5. Change Set is "In Approval".
  6. 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").
  7. 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").

Warning

If a Change Set has an approval context defined by Role, the Role of the User approving the Change Set must match the Role defined in the ChangeSetApprovalContext Smart Table entry. Additionally, if there is a approval context defined by workflow, the workflow defined for the approval must match the workflow in the same entry of the Smart Table.