Global Tenancy for Change Management Lead Period

Owned by Enterprise IT
May 08, 2024

 

What’s New 

An option to add a Global Tenant to the Change Management Lead Period Configuration page to allow the creation of Configurations in Global Tenant is newly added. A Global Tenant is a Tenant, which is configured and available to the Local Tenants (referred to as Tenants) as a default configuration. All the Local Tenants under the Global Tenant inherit the configurations made for the Global Tenant. The Global Tenant configurations cannot be modified from the Tenant configuration pages.

To know more about Change Management Lead Period Configuration, refer to Configuring Lead Period.   

You can perform the following functions under Change Management Lead Period Configuration in Global Tenant:  


  • Create Configurations in the Global Tenant.
  • View Configurations in Global & Local Tenant. 
  • Localization of Global value by delinking it in the Local tenant. 

Configure Lead Period for Global Tenant 

 

To add Lead Period in the Global Tenant, perform the following steps:  


  1. Navigate to Change > Configuration > Lead Period. 
    The Lead Period List page is displayed. 

    Figure: Lead Period List Page

  2. Select the Tenant as GLOBAL TENANT > In the ACTIONS Panel, click ADD  

    The Lead Period Details Page is displayed. 

    Figure: Lead Period Details Page

  3. Enter the Details and click Some of the fields are explained in the following table.  


Field

Description

DETAILS

Lead Period Name

Select the name to be given to the Lead Period Name.

Sort Order

Type in the sequence number to indicate the position of the value in the Lead Period list.

Active

Indicates the status of the Lead Period value.

  • If selected, the Lead Period value becomes an available option on the other pages of the application.
  • If not selected, the Lead Period value becomes an inactive value. The inactive Lead Period values are not displayed in the Lead Period list on the other pages of the application.

Viewing Globally configured Lead Period value in the Local Tenant

To view a Globally configured Lead Period value in the Local Tenant, perform the following steps:  


  1. Navigate to Change > Configuration > Lead Period. 

  2. Select any Local Tenant

    The Lead Period List page is displayed.

    The Globally Configured Lead Period value will be represented by a Globe Icon next to It. 

    Figure: Globe Icon in Local Tenant 


Note 

  • As this is a Global Tenant configuration only few fields are editable. The changes made to the editable fields on this page are saved only for the selected Tenant. If any changes are made to the editable fields at the Global Tenant level, the changes made on this page are not overwritten.


  • All the configurations in the Global Tenant are inherited to the Local tenant.


Delink Global Lead Period value. 


The De-link option is provided in the Actions panel when there is a Global value configuration in details page of a Local tenant. You can Delink a Global value configuration in Local Tenant to make changes to any properties that were earlier restricted as they were a Global value configuration.  

To De-link a Global Lead Period value, perform the following steps:  


  1. Navigate to Change > Configuration > Lead Period. 

  2. Select any Local Tenant.

    The Lead Period page is displayed.

  3. Click on the Lead Period of the Lead Period to be Delinked.

    Figure: Global Lead Period List Page

  4. In the ACTIONS Panel, Click the De-link option. 
    The Details will become configurable.  

    Figure: Lead Period De-Link.

  5. Click SUBMIT and then click OK to Save the details. 

    Note 
     
    All the properties of the configuration will be configurable upon clicking the De-link option and you will get a prompt, “By delinking the values, Global value will be converted to Local, upon clicking on the Submit button.” 


After the details have been saved, click SHOW LIST to view the Delinked Configuration.  

  • Upon modifying the editable properties, the value will remain a Global value, and this change is localized to the Tenant where the user has performed this action. The icon for the Global Configuration in the List Page will be replaced from a grey globe icon  to a blue globe icon.  
  • The grey globe icon representing a Global Value will be replaced with a de-link icon to depict that it was a previously inherited Global Value and is now a Local Value.
  • When you hover onto the  icon you can view the tooltip as ‘Global value converted to Local value.’ 
  • A Global value once Delinked cannot be Re-linked.

  • The delinking is localized only to the Tenant where this action is performed.