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Manage Change Set Items#

🔒 ChangeSet.Edit

Overview#

This operation is used to manage the list of items that belong to 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 Active or Created state.

Sequence of Steps#

  1. Select an appropriate Change Set, navigate to the Items section and press the Manage button.
  2. For each of the available items in the list (press in the top right of the grid to add, and to remove), providing for each item the following information:

    • Entity Type
    • Entity instance to add to the Change Set
    • Approval Role

    Note

    If the entity instance already exists, the current Change Set will be displayed, along with information on the items that comprise that Change Set.

    Note

    Only entity instances with state Created or Active can be added as a new Change Set item.

  3. Select Update to complete the operation.

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.

manage_change_set_items