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Flexible Change Links Query Builder Best PracticeName: Flexible Change Links Query Builder Best PracticeChange History:DateAuthorDescription8/25/2015Hillary SpenceInitial Draft8/28/2015Hillary SpenceSecond Draft1. Best Practice Name and Classification1.1 NameFlexible Change Links Query Builder Best Practice1.2 ClassificationsLow Level Query1.3 Also Known AsNone2. Objective2.1 Problem StatementProblem: You have an existing report that displays Legacy Change Associations (wt.change2.FormalizedBy or wt.change2.AddressedBy2) and you need to convert the report to display Associated Process or Associated Reference Objects (Flexible Change Associations). 2.2 Scope/Applicability/AssumptionsThe scope of this best practice is to outline recommendations for creating a Query Builder Report that displays Flexible Change Associations to replace a report displaying the Legacy Change Associations (wt.change2.AddressedBy2 or wt.change2.FormalizedBy).2.3 Intended OutcomeThe intended outcome of this best practice is to help provide guidance on how to create a report template that uses Flexible Change Links to display Flexible Change Associations.3. Solution3.1 Solution StatementSolution: New link types are available to support a Query Builder Report Template for associated Change Objects using Flexible Change Links.3.2 Prerequisite knowledgeTo apply this best practice, you need to have an understanding of the following: Flexible Change Links Associated Change Objects Report Templates Change Objects3.3 Solution ElementsElementTypeDescriptionwt.change2.FlexibleChangeLinkClassAbstract link for flexible associations between two FlexibleChangeItem objects. FlexibleChangeItem objects include Problem Reports, Variances, Change Requests, and Change Notices.wt.change2.ChangeProcessLinkClassLink for flexible process associations between two FlexibleChangeItem objects.wt.change2.ChangeReferenceLinkClassLink for flexible reference associations between two FlexibleChangeItem objects.wt.change2.FormalizedByClassDeprecated association link for Problem Reports or Variances to Change Request.wt.change2.AddressedBy2ClassDeprecated association link for Change Request to Change Notice.3.4 Procedure Creating Report Template for Displaying Flexible Change Associations3.4.1 The following example represents a report you currently have that displays Change Requests associated to Problem Reports through the Formalized By Link.3.4.2 The following steps will create a new report to replace the report in the above example. This report will show all Problem Reports linked to Change Requests through the Change Process Links. 3.4.2.1 Create a new report template at Site Utilities Report Management by clicking New Report Template. In the Properties tab give the template a name.3.4.2.2 Select the Tables and Joins tab. Click the Add button. Search and select Change Process Link, then click OK. 3.4.2.3 Click the Add button again and this time select Problem Report and click OK.3.4.2.4 Click the Add button again and this time select Change Request and click OK.3.4.2.5 Click and hold the yellow box in the bottom right corner of the Problem Report box. Drag and drop over the Change Process Link Box. This should bring up the Create Join Wizard. 3.4.2.6 Select Role A Object Ref (from Change Process Link) and click OK.3.4.2.7 Create another join between Change Request and Change Process Link. 3.4.2.8 Select Role B Object Ref (from Change Process Link) and click OK. 3.4.2.9 Switch to the Select or Constrain Tab. Click the add drop down near the top left corner. Select Reportable Item to get the Select Attributes to Add pop up. 3.4.2.10 Add the columns you would like to see on the report.3.4.2.11 Click Apply and then select View Report3.4.2.12 Click the Generate Button 3.4.2.13 Report displaying Change Reference LinksWhen creating this report template follow the steps above but select the Change Reference Link table instead of the Change Process Link table.3.4.2.14 Report displaying both Change Process Links and Change Reference Links by using Flexible Change AssociationsWhen creating this report template follow the steps above but select the Flexible Change Association table instead of the Change Process Link table.4. Limitations4.1 Separate Repo
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