Workflow Form View: Related Workflows Tab

Use this tab to link a Change Request to another Change Request. After you link the two, you can see the relationship from either one. This action allows a reviewer and/or approver to click the link and see the Change Request.

All workflow categories in PM Compass share a common toolbar.

Grid

This grid displays a change request that is linked to the current change request. If you add change request B to the Related Workflows grid of change request A, the two change requests become connected. As a result, when you open change request B, you can also see change request A in the Related Workflows grid of change request B. Similarly, if you remove change request B from the Related Workflows grid of change request A, and navigate to change request B, change request A does not display in the Related Workflows grid for change request B.

Grid Toolbar

Option

Description

Related Workflows

Click the drop-down arrow to display the following options:

  • Print — Select this option to display the Print Preview form.

  • Export to Excel — Select this option to open the Microsoft Excel application with the grid’s contents displayed.

  • Enable Grouping — Select this option to set a field that will be used to group the records in the grid. You can then drag a column heading from the grid to use as the main grouping field. Drag a second column to the right or left of the first to sort by both columns. Select Enable Grouping again to disable grouping.

Associate

Click this button to add a row in the grid to display the related change requests. When you click this button, the Workflow Search dialog box displays, allowing you to select one or more change requests to associate.

Remove

Select a change request on the grid and click this button to make the change request no longer related to the selected change request. The relationship is automatically removed from the Related Workflows grid for the related change request.

For example, if change request B and change request A are related and you remove the relationship from change request A, when you navigate to change request B, change request A no longer appears in the Related Workflows grid of change request B.

Grid Columns

Field Name

Description

Title

This column displays the change request title. Clicking a link in this column opens another window that displays the selected change request.

ID

This column displays the change request ID.

Type

This column displays the change request type.

Workflow Status

This column displays the current workflow status of the change request.

Stage

This column displays the stage or condition of a change request type. It displays In-progress, Closed, or Suspended, depending on the current status of the change request and the check boxes for Closed and Suspended.

Closed Date

This column displays the date when the change request is closed.

Due Date

This column displays the end date to complete the change request.

Description

This column displays an explanation or short description about the nature of the change request.

In addition, you can sort grid contents by column, move a column to another location in the grid, or re-size a column width.

What do you want to do?

Display the Related grid for a change request type

View Location

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