Using Change Management

Once Change Management is enabled, you'll notice several differences in your application.

Firstly, there'll be an Update button on each record. This is now what the user will use to make changes to that record. In addition to the regular fields in the form, there will also be a line to describe why you are making the changes at the bottom of the form.

If the user has the authorization role, or is an administrator, then the change will be applied immediately. A record of the change will still be recorded in the Changes drilldown under the record.

However, if the user does not have that role and is not an administrator, the change will be added to the request queue under that record and then assigned to the authorizing agent(s). A message will be displayed to them to let them know that the changes are pending review.

This will then usually send an email to the users who have that role, with a link to the request to review. They will then be able to Accept or Reject that request. Once accepted the changes will be applied to the main record.


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Up Since 2/29/2024 12:02:23 AM