Setting Up Change Management

Change Management can be added to any type in your system. You simply go to Features under your type, and select Change Management = Yes. You'll then see a drilldown called Change Management Settings.

In the Change Management Settings you'll see the Role to Authorize. This is where you specify the role required of the user to authorize changes to that area. A user should have that role selected. They will then receive emails whenever a change is pending. You can also leave this blank so that it will just record changes made (along with a description), but not require authorization for those changes.

You can also override the text that is displayed in the Update button.

As of 4.1.1, you can now optionally set a condition for when the change management will be applied. This can be useful to only allow updates under specific conditions because if the condition isn't met, then no Update button will be displayed anymore. An example would be to only allow the creator of a record to update it. In this case you could put #input/_CreatedBy = UserName() which will only show the button if the logged in user is the same user as the one who created the record originally. 


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Up Since 2/29/2024 12:02:23 AM