Sign in

Configuring Change Action Items

1 min read

Change Actions specify the operations—like Release, Revise, or Obsolete—that can be performed on affected items of a Change Item. Custom Change Actions can also be created for special operations or business logic. These actions can apply to multiple change-controlled item types, such as Parts, CAD Documents, and Documents.

To view Change Actions for affected items in a Change Order:

  • Open the Change Order and go to the Affected Items tab.

  • In the Action field of an affected item, click the pop-up icon to see available actions.

  • Choose an appropriate Change Action on an Item:

  • Validations are performed for the selected action. If a validation fails, an error message is displayed.