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I'm making changes to Change management and would like to get "Retract" option to Approval phase, now there is only "Approve" or "Deny". Where is defined that the operator can Retract an approval?
After this I'm planning to make changes to the process so that after "Retract", change is automatically send back to Planning phase so that Coordinator can make needed updates to the Change record before next approval round. What do you think about this kind of process?
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Here's how the whole thing works:
Only setting $L.can.retract variable will not do the task for you as you need to be aware of how this variable is acting at the backend.
It is controlled in the RAD "approval.init" which is inturn getting called from the "approval.init" Process. This RAD decides if you can see the Approve button on the request or the Retract button as per the various conditions.
If the Change Approval group you belongs to is present in the "current.pending.groups" or "future.groups" fields then you will see the "Approve" button.
Whereas if the Change Approval group you belongs to and change group in the "approved.groups" field are the same then you will see the "Retract" button.
Though the solution suggested by the Gorda i.e
"Probably you can set a condition in fc like on update action approval.status in $file="denied" and in calculation columnt set current.phase in $file="Planning" but not sure that it will fit all your needs"
Will definetly set the current.phase to the Planning but approvals will not be retracted as the retraction of approval involves the seprate process. Whereas in you case $phasepntr's can definetly retract you approvals but its quite tidy task to manage all those $phasepntr's in different change workflow implementations.

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The option to "Retract" is not displayed unless the logged in user has previously approved or denied the change (or the approval group of which they are a member has done so).
If the user has not yet Approved/Denied, then the retract option will not, and should not display.
I don't think the proposed flow is consistent with the function of the Retract option in the system. Retract is used to undo a previous Approval action. To remove a previous Denial, for example so that the approver than then Approve the change. It does not mean "cancel the submission for approval and move back phases".


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Hello,
Almost sure that also you should grant the rights to retract approvals in the operator profile for the required object.
Vadim
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Hi,
As John said what do you want to achieve,do you want to retract approval or to make the change phase back to planning?These both are two different things.
regards,


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Hello,
Rechecked it a moment ago. This setting is available for RM profiles. Did not found in CHm profiles like you said. You will have to check if the general access to Approves which is set in change profile will give you rights to use retract.
Vadim
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Yes, these are different issues. Thanks for John's explanation.
After this information, Retract issue is more as a general intrest for system capabilties. Help is saying that you can retract ticket in ChM, system is using parameter "$L.can.retract" for this, but nobody knowns where you can set it 🙂
I think that I will change the workflow so that after denial the Change ticket is moved back to Planning phase with Denial comments. Do you have any suggestions for this?


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Probably you can set a condition in fc like on update action approval.status in $file="denied" and in calculation columnt set current.phase in $file="Planning" but not sure that it will fit all your needs.
Vadim
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Only setting the current.phase might not work, you have to use the change phase pointer also.
hth,


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If there are different WF then for counting the $phasepntr (as i remember thats the name if the variable) will require heavy calculations.
Vadim
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Here's how the whole thing works:
Only setting $L.can.retract variable will not do the task for you as you need to be aware of how this variable is acting at the backend.
It is controlled in the RAD "approval.init" which is inturn getting called from the "approval.init" Process. This RAD decides if you can see the Approve button on the request or the Retract button as per the various conditions.
If the Change Approval group you belongs to is present in the "current.pending.groups" or "future.groups" fields then you will see the "Approve" button.
Whereas if the Change Approval group you belongs to and change group in the "approved.groups" field are the same then you will see the "Retract" button.
Though the solution suggested by the Gorda i.e
"Probably you can set a condition in fc like on update action approval.status in $file="denied" and in calculation columnt set current.phase in $file="Planning" but not sure that it will fit all your needs"
Will definetly set the current.phase to the Planning but approvals will not be retracted as the retraction of approval involves the seprate process. Whereas in you case $phasepntr's can definetly retract you approvals but its quite tidy task to manage all those $phasepntr's in different change workflow implementations.