Create Change Request Settings and Configuration Group Options

Use these custom settings and configuration groups to control the behavior of change requests in the change request process.

Change Request Settings Custom Setting

Use the fields in this custom setting to control the behavior of change requests.

Fields Description
Budget Name Suffix The suffix for a budget that has been created due to a change request.
Default Budget Status The default status of a budget that has been created due to a change request.
Default Budget Type The default type for a budget that has been created due to a change request.
Opportunity Name Suffix The suffix for an opportunity that has been created due to a change request.
Create Change Request Field Set The API name of the opportunity field set that defines the additional fields added to the Create Change Request window.
Include Budget When true, the budget form is visible if you have CRUD permission on budget.

Use the configuration options in this configuration group to control the behavior of change requests.

Configuration Option Description
budget-name-suffix Suffix to be added to the Budget Name when generating a project change request.
budget-type-picklist-values Budget types available for selection from the Budget Type drop-down list on a new change request budget.
default-budget-status Budget status to be applied to a new change request budget.
default-budget-type Budget type to be applied to a new change request budget.
opportunity-name-suffix Suffix to be added to the Opportunity Name when generating a project change request.