About Change Action Groups

Change Action (CA) groups let you make multiple changes to the same object using multiple Work Under CAs. You then simultaneously promote the CAs in a group to completion rather than complete one CA before starting the next.

For example, you can add one child to a change-managed parent object while removing another child, using a CA for each change. Both CAs must belong to the same CA group. Whenever an object is under change management in Engineering BOM Management, the group name appears instead of a change action name.

Before you use a group to change objects, you must create the group and its change actions in Change Management. Afterward, you open the object in Engineering BOM Management and make your changes using the CAs that are in the group.

Note: You can use groups only on unconfigured objects.

This page discusses:

See Also
Selecting a Work Under Change Action for an Unconfigured Part in 3DSpace

Grouped Change Action Selection

Once you choose a grouped CA to change an object, any other CA that you use for other changes to the object must belong to the same CA group. You do not need to keep track of which CAs belong to the group. When you search for a Work Under CA to use, only those CAs that belong to the group appear in search results. To view the CAs that belong to a group, open one of the CAs in the Change Action for Dashboard app and hover over the Group name in the identity card.

When using a CA group to change objects:

  • If a CA manages a parent object and belongs to a group, all work under CAs for its children must also belong to the group.
  • If the CA that manages the parent does not belong to a group, the work under CAs for the children must not belong to a group and you cannot use multiple CAs to modify the parent or its structure.
  • If the actions of one CA conflicts with another, the most recently used CA takes precedence. For example, if you use CA1 to add a child part and then use CA2 to remove it, the part is removed.

  • Changes that you make using a change action group are listed under Realized Changes for each CA.

  • All change actions in the group must be promoted and completed at the same time.

If you try to edit a part that is governed by a change that belongs to a group, Work under change field in the Properties tab is enabled and you must select a CA that belongs to the group. If the governing CA does not belong to a group, the Work under field is disabled and you do not need to select a CA.

Lifecycle of Grouped Change Actions

The lifecycle for CAs that are part of a group are the same as for other CAs. However, CAs that are part of a group cannot be completed independently. If one CA in the group is not approved, the other CAs in the group cannot be moved to Complete.

When the last Change Action of the group is approved and not governed by a change order, all change actions in the group are promoted to Complete. If a change order governs the last CA and you approve the last CA, all CAs move to the Approved state. The change order moves to In Approval.

If you cancel a CA, you must remove it from the group before you can approve and release the other CAs. To cancel a CA, you must remove all realized changes from it.