How is a Demand Request forwarded to a Change Request?

  1. In the 'Approved' state, Demand Management decides whether to forward the request to a Change or a Project using the 'Decide Forwarding' action (Ud_DemandRequest_DecideForwarding). image.png
  2. The result of this decision is stored in a Forward Decision (Ud_DemandForwardDecisionClass) related to the Demand Request (Ud_DemandRequestClass).image.png
  3. When the decision is to forward the request as a change, the 'Forward (Change)' action (Ud_DemandRequest_PerformForwardingToChange) is used on the Forward Decision. image.png
  4. This action opens a simplified version of the change request creation dialog. Upon submission, the "Demand Management - RootITUp Forward Demand Request to Change Request" workflow creates the change request within Matrix42 and updates the state of both the Forward Decision and the Demand Request accordingly.
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Updated on 07 Feb 2025