Configuring Rules on Change Process Definitions

Workflow Assignment Rules must be configured within Change Process Definitions to define when and where they execute.

Relationship Grid Configuration

You must be a member of the Change Administrators Idenittiy to configure Workflow Assignment Rules on a Change Process Definition. To configure Workflow Assignment Rules on a Change Process Definition:

  1. Navigate to Table of Contents → Unified Change Management → Configuration → Change Process Definitions.
  2. Search for and open the Change Process Definition you want to configure.
  3. Select the Workflow Assignment Rules tab.
  4. Add or create rules.
  5. Configure the rule execution details for each rule:

Relationship Grid Columns

The following table describes the columns in the Workflow Assignment Rules relationship grid:

Field
Description
Details / Options
Enabled
Enables or disables the rule
☑ Checked = rule executes
☐ Unchecked = rule is skipped
Default: Checked
Target
Defines whether the rule applies to the entire workflow or a specific activity
Workflow – Rule applies to the selected workflow
Activity – Rule applies only to the specified activity
Workflow Map
Specifies which workflow map the rule applies to
Select any Workflow Map that belongs to the CPD target Item Type.
Required for both Workflow and Activity targets.
Activity
Specifies which activity the rule applies to (only applicable when Target = “Activity”)
Select an Activity Template from the chosen Workflow Map.
Only applicable when Target = “Activity”.
Should be empty when Target = “Workflow”.
Rule
The Workflow Assignment Rule to execute
Select from available Workflow Assignment Rules.
The rule’s method will be invoked during workflow creation.
Sequence
Execution order (ascending)
Integer value determining execution order.
Lower numbers execute first (e.g., 128, 256, 384). Rules with the same sequence may be executed in any order.

Target Behavior

Target
Behavior
When to Use
Workflow
Executes once per workflow
Assign global roles or enforce workflow-wide logic
Activity
Executes for each matching Activity item
Assign specialists to specific review/approval steps

Note
If the selected Workflow Map contains multiple activities with the same name as the selected Activity Template, the rule will be executed for all matching activities. Activity matching is based on the Activity Template name, not a specific instance.

Multiple Activity Matching:

If your Workflow Map contains multiple activities with the same Activity Template name, the rule will be executed for all activities matching that name. This behavior is useful for:

  • Applying the same assignment logic to all instances of a particular activity type
  • Implementing consistent assignments across parallel workflow paths
  • Reducing configuration overhead when multiple activities require identical assignment rules

Example Scenario: A workflow contains three “Technical Review” activities in parallel paths for different product components. A single activity-level rule targeting “Technical Review” will execute for all three activities, assigning the appropriate technical experts to each.

Validation Constraints

The relationship grid enforces the following constraints:

  1. Rule Target Uniqueness: No duplicate combinations of Rule + Target + Workflow Map + Activity are allowed. Each unique configuration can appear only once in the grid.
  2. Workflow Map Compatibility: The selected Workflow Map must belong to the CPD target Item Type. The system validates this during configuration.
  3. Activity Existence: When Target = “Activity”, the specified activity must exist in the selected Workflow Map.
  4. Sequence Order: Sequence determines execution order. Plan your sequence values carefully to ensure rules are executed in the correct order (e.g., use increments of 10: 10, 20, 30 to allow for future insertions).