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Managing Automation Rules for Change Process Definition

2 min read

The steps to create, add, or modify Automations for a Change Process Definition are as follows:

  1. Go to the Contents → Unified Change Management → Configuration → Change Process Definitions. Search and open it for edit.
  2. Go to the Automation Rules tab and choose one of the following:
    • Add Automations – Attach one or more existing Automations to the relationship.
    • Create Automation – Build and add a new Automation to the relationship.

    The automations tabs are: Classification, Name and Description. Remaining tabs are the conditions triggering the automation.

  3. Fill or modify the following columns as appropriate:
Field
Description
Details / Options
Enabled
Activates or deactivates the automation.
✔ Checked = active
✘ Unchecked = inactive
Event
Defines what triggers the automation on the context item (e.g., Change Order) or relationship (e.g., Affected Items).
  • Add – Runs when the context item or a relationship is added. When an item is copied, all automations configured with the **Add** event will execute on the copied item.
  • Promote – Runs during a lifecycle transition of the context item.
    Example: set the Actual Completion Date when a Change Order is completed.
    ⚠ Promote works only with Context Items, not Relationships.
  • Update – Runs when the context item or a relationship is modified.
  • Remove – Runs when a relationship is removed.
Automate For
Defines which item triggers the automation.

From State / To State
Used only for Promote events. Defines the current and target lifecycle state of the Context Item.
  • Specific lifecycle states can be selected. To apply to all states, select “Any”.
    Example: In Review → To Released. Any → To Released.
  • The list of values is retrieved from the Filter Value tab within the ucm_TargetLifeCycleState list.
Relationship
Required if Automate For = Relationship.
  • Specify the Relationship Type of the Context Change Item on which the automation applies.
Optional when used for Promote events.
  • Specify the Relationship Type linked to the Context Change Item Type on which the automation applies.
Related Item Type
Optional, only used when Automate For = Relationship.
  • Specify the Item Type of related items for the selected relationship on which the automation applies.
  • If left empty, the automation applies to all related item types for the selected relationship.
Optional when used for Promote events.
  • Specify the Item Type of related items for the Context Change Item’s selected relationship on which the automation applies.
  • If left empty, the automation applies to all related item types for the selected relationship.
Related Event
The Change Action(s) that trigger the automation.
  • Preconfigured actions are Release, Revise, Obsolete.
Optional when used for Promote events.
  • Specify the Action for the selected relationship on which the automation applies when the Context Change Item is promoted.

The columns Classification, Name, Method, Description, and Automation Type describe the properties of the selected Automation.

  • Method – Contains the implementation code that executes the automation (refer to Section 5 Configuring Automation items for details.)
  • Sequence – Defines the order in which Automation rules are executed.
Note
The automation method may need to be modified to accommodate custom Change Actions, processing logic, lifecycle states, and other extensions. Refer to Section 8 Configurations for Extending Change-Controlled Items.