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Changes Completion feature for Projects

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Richard Fredrik
Honored Contributor.

Changes Completion feature for Projects

There has been opened an enhancement request (ITSM005355) at HP around jun-2005.

Customer symptom:
*************
Customer needs to have the same functionality that was implemented in SD4.5 to
make it impossible to close a Change when underlying Work Orders are not closed
but now for Projects and Changes.

So when a Change in a Project is not closed, the Project cannot be closed.
*************

This is not going to be implanted by HP anymore i think.
Hopefully somebody has a workaround for me on this problem? I think that were not the only company that want to use this feature.

Thanks in advance for your responses
4 REPLIES
Ruth Porter
Acclaimed Contributor.

Re: Changes Completion feature for Projects

Hi there,

The only way I can suggest you do this is to keep a count of open changes (ie a number custom field) on the owning project. Initialise this in all templates to be zero.

Then have DB rules on a change:

Rule 1, when change created or modified
Condition: NOT Project (*) is empty
Action: data update; add 1 to custom field;

Rule 2, when change created or modified
Condition: status;state = closed
Action: data update; subtract 1 from custom field;


UI rule on a Project, on open
condition: custom field not equals zero,
limit field status to exclude closed.

Hope this helps, Ruth

http://www.teamultra.net
Richard Fredrik
Honored Contributor.

Re: Changes Completion feature for Projects

Hello Ruth,

What kind of custom field do you use?

When I use calculated fields, I can't select this field with data update.

When I used a number field I was not able to use the add syntax.

Can you please specify the kind of custom field?
Ruth Porter
Acclaimed Contributor.
Solution

Re: Changes Completion feature for Projects

Hi Richard,

See atcahed for some screen shots

Hope this helps, Ruth
http://www.teamultra.net
Richard Fredrik
Honored Contributor.

Re: Changes Completion feature for Projects

Thank you Ruth for the screenshots.

It's working correctly now in my environment