What Happens to Existing Actions When You Delete a Change Status
If you delete a workflow status from the change type configuration while there are pending change orders for the type, it can result in improper actions.
- Participants include reviewers, optional approvers, and approvers.
- Although this feature enables you to manage accidental deletion of a status, it's not recommended to do so. As a best practice, ensure that the change type doesn't have any pending change orders before you delete a status.
Default Actions for Open Status
Here are the default actions that are automatically applied for participants in the Open status.
Actions |
Creator |
Analyst |
Other Users |
Portal User |
---|---|---|---|---|
Promote Manually |
Next status |
To Any Status |
No |
No |
Add Participants for Current Status | No | Yes | No | No |
Remove Participants for Current Status | No | Yes | No | No |
Manage Change Header Attributes |
Standard/Main |
All |
No |
No |
Manage Change Header Attachments |
Yes |
Yes |
Yes |
No |
Manage Affected Objects |
Yes |
Yes |
Yes |
No |
Cancel Change Orders or Lines |
No |
Yes |
No |
No |
Hold or Release |
No |
Yes |
No |
No |
Move Change Lines |
No |
Yes |
No |
No |
Add Participants for Future Status |
Yes |
Yes |
Yes |
No |
Remove Participants for Future Status |
No |
Yes |
No |
No |
Manage Security |
Yes |
Yes |
No |
No |
Manage Relationships |
Yes |
Yes |
No |
No |
Add Tasks |
Yes |
Yes |
No |
No |
Remove Tasks | Yes | Yes | No | No |
Update Tasks | Yes | Yes | No | No |
Default Actions for Interim Approval Status
Here are the default actions that are automatically applied for participants in the Interim Approval status.
Actions |
Creator |
Analyst |
Other Users |
Approver |
Portal User |
---|---|---|---|---|---|
Promote Manually |
Next status |
To Any Status |
No |
No |
No |
Add Participants for Current Status |
No |
Yes |
No |
No |
No |
Remove Participants for Current Status |
No |
Yes |
No |
No |
No |
Manage Change Header Attributes |
No |
All |
No |
No |
No |
Manage Change Header Attachments |
No |
Yes |
Yes |
No |
No |
Manage Affected Objects |
No |
Yes |
Yes |
No |
No |
Cancel Change Orders or Lines |
No |
Yes |
No |
No |
No |
Hold or Release |
No |
Yes |
No |
No |
No |
Move Change Lines |
No |
Yes |
No |
No |
No |
Add Participants for Future Status |
Yes |
Yes |
Yes |
Yes |
No |
Remove Participants for Future Status |
No |
Yes |
No |
No |
No |
Manage Security |
Yes |
Yes |
No |
No |
No |
Manage Relationship |
Yes |
Yes |
No |
No |
No |
Add Tasks |
No |
Yes |
No |
No |
No |
Remove Tasks | No | Yes | No | No | No |
Update Tasks | No | Yes | No | No | No |
Terminate Change Order |
No |
Yes |
No |
No |
No |
Demote Manually |
No |
To Any Status |
No |
No |
No |
Default Actions for Approval Status
Here are the default actions that are automatically applied for participants in the Approval status.
Actions |
Creator |
Analyst |
Other Users |
Approver |
Portal User |
---|---|---|---|---|---|
Demote Manually |
No |
To Any Status |
No |
No |
No |
Add Participants for Current Status |
No |
Yes |
No |
No |
No |
Remove Participants for Current Status |
No |
Yes |
No |
No |
No |
Manage Change Header Attributes |
No |
All |
No |
No |
No |
Manage Change Header Attachments |
No |
Yes |
Yes |
No |
No |
Terminate or Restart Approvals |
No |
Yes |
No |
No |
No |
Cancel Change Orders or Lines |
No |
Yes |
No |
No |
No |
Hold or Release |
No |
Yes |
No |
No |
No |
Move Change Lines |
No |
Yes |
No |
No |
No |
Add Participants for Future Status | Yes | Yes | Yes | Yes/No | No |
Remove Participants for Future Status | No | Yes | No | Yes/No | No |
Manage Security |
Yes |
Yes |
No |
No |
No |
Manage Relationships |
Yes |
Yes |
No |
No |
No |
Add Tasks |
No |
Yes |
No |
No |
No |
Remove Tasks | No | Yes | No | No | No |
Update Tasks | No | Yes | No | No | No |
Default Actions for Scheduled Status
Here are the default actions that are automatically applied for participants in the Scheduled status.
Actions |
Creator |
Analyst |
Other Users |
Portal User |
---|---|---|---|---|
Add Participant for Current Status | No | Yes | No | No |
Remove Participants for Current Status | No | Yes | No | No |
Manage Change Header Attributes |
No |
No |
No |
No |
Manage Change Header Attachments |
No |
No |
No |
No |
Cancel Change Orders or Lines |
No |
Yes |
No |
No |
Move Change Lines |
No |
Yes |
No |
No |
Reschedule Change Orders |
No |
Yes |
No |
No |
Add Participants for Future Status | Yes | Yes | Yes | No |
Remove Participants for Future Status | No | Yes | No | No |
Manage Security |
Yes |
Yes |
No |
No |
Manage Relationships |
Yes |
Yes |
No |
No |
Add Tasks | No | No | No | No |
Remove Tasks | No | No | No | No |
Update Tasks | No | No | No | No |
Default Actions for Completed Status
Here are the default actions that are automatically applied for participants in the Completed status.
Actions |
Analyst |
Portal User |
---|---|---|
Add Participants for Current Status | Yes | No |
Remove Participants for Current Status | Yes | No |
Manage Change Header Attributes |
No |
No |
Manage Change Header Attachments |
Yes |
No |
Move Change Lines |
Yes |
NA |
Manage Security |
Yes |
NA |
Manage Relationships |
Yes |
NA |
Add Tasks | No | NA |
Remove Tasks | No | NA |
Update Tasks | No | NA |