How is a Demand Request forwarded to a Change Request?
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). The result of this decision is stored in a Forward Decision (Ud_DemandForwardDecisionClass) related to the Demand Request (Ud_DemandRequestClass).
When the decision is to forward the request as a change, the 'Forward (Change)' action (Ud_DemandRequest_PerformForwardingToChange) is used on the Forward Decision. 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.
The workflow includes the following steps:
- Verification of States: The system verifies that both the Demand Request and the Forward Decision are in their expected states (e.g., not already completed or closed) before proceeding with the forwarding process.
- Forward In Progress: The state of the Demand Forward Decision is updated to reflect that the forwarding process is in progress.
- Create Change: The system initiates the creation of the change request within Matrix42 using the standard 'CreateChange' activity.
- Set Rating: The system assigns the impact, urgency, and priority to the newly created change request to define its processing priority within the system.
- Forwarded: The state of the Forward Decision is updated to indicate that the Demand Request has been successfully forwarded as a change.
- As Change: The state of the Demand Request is finalized, confirming that it has been forwarded as a change.
- Journal Update: A new journal entry is added to the service request, informing all relevant parties about the completed forwarding to a change request.