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 |
In commercialization change orders, the Manage Relationship action and Portal User are unavailable across all statuses.
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 |