Change to Workflow

In January 2022, the following record types have been renamed:

• Change to Workflow
• Change Template to Workflow Templates
• Change Types to Workflow Types

Similarly, many attributes that contain the word change have also been renamed.

The sections below describe the adjustments to various parts of Xurrent in more detail.

The APIs remain backward compatible until November 25, 2023 in QA, and until December 2, 2023 in Production. After this date, API endpoints and attributes containing the word ‘change’ will no longer be available. To ensure that your own API integrations continue to work after this date, please adjust them according to the instructions on this page.

Contents

• Actions for API users
• Status Workflow Pending
• GraphQL API
• REST API
• Bulk API
• Mail API
• Webhooks API
• Actions for the account designer of your Xurrent account
• User Interface
• URLs
• Email templates
• PDF Designs
• Dashboards and Reports
• Automation rules
• UI Extensions

Actions for API users

Refer to the sections listed below for a list of deprecations for each of the major APIs in Xurrent.

• GraphQL API
• REST API
• Bulk API
• Mail API
• Webhooks API
• Status Workflow Pending

For each API, there is an account setting that can be toggled to temporarily allow usage of the deprecations in your Xurrent account. Once the deprecation period expires, these account settings will be removed and the listed deprecations will no longer work.

Therefore, you should migrate your API integrations as soon as possible and switch off the corresponding account settings as soon as possible to verify that your integrations still work and will continue to work once the deprecation period expires.

GraphQL API

• Queries:
  • Deprecated change in favor of workflow
  • Deprecated changeTemplate in favor of workflowTemplate
  • Deprecated changeType in favor of workflowType
• Mutations:
  • Deprecated changeCreate in favor of workflowCreate
  • Deprecated changeUpdate in favor of workflowUpdate
  • Deprecated changeTemplateCreate in favor of workflowTemplateCreate
  • Deprecated changeTemplateUpdate in favor of workflowTemplateUpdate
  • Deprecated changeTypeCreate in favor of workflowTypeCreate
  • Deprecated changeTypeUpdate in favor of workflowTypeUpdate
• Attributes:
  • Invoice: deprecated change in favor of workflow
  • Problem: deprecated change in favor of workflow
  • Project: deprecated changes in favor of workflows
  • Release: deprecated changes in favor of workflows
  • Request: deprecated change in favor of workflow
  • RequestTemplate: deprecated changeManager in favor of workflowManager
  • RequestTemplate: deprecated changeTemplate in favor of workflowTemplate
  • Task: deprecated change in favor of workflow
  • TaskTemplate: deprecated assignToChangeManager in favor of assignToWorkflowManager
  • TaskTemplate: deprecated plannedEffortChangeManager in favor of plannedEffortWorkflowManager
  • TaskTemplate: deprecated changeTemplates in favor of workflowTemplate
  • WorkflowTaskTemplateRelation: deprecated changeTemplate in favor of workflowTemplate
  • WorkflowTemplate: deprecated changeManager in favor of workflowManager
  • WorkflowTemplate: deprecated changeType in favor of workflowType
  • Workflow: deprecated changeId in favor of workflowId
  • Workflow: deprecated changeType in favor of workflowType
• Sort orders:
  • Problem: deprecated changeId in favor of workflowId
  • Request: deprecated changeId in favor of workflowId
  • Workflow: deprecated changeId in favor of workflowId
• Filters:
  • AutomationRule: deprecated changeTemplate in favor of workflowTemplate
  • Invoice: deprecated change in favor of workflow
  • Request: deprecated change in favor of workflow
  • Request: deprecated changeStatus in favor of workflowStatus
  • RequestTemplate: deprecated changeManager in favor of workflowManager
  • RequestTemplate: deprecated changeTemplate in favor of workflowTemplate
  • Task: deprecated change in favor of workflow
  • Task: deprecated changeType in favor of workflowType
  • Task: deprecated changeCategory in favor of workflowCategory
  • Task: deprecated changeJustification in favor of workflowJustification
  • TaskTemplate: deprecated changeTemplate in favor of workflowTemplate
  • TimeEntry: deprecated change in favor of workflow
  • Workflow: deprecated changeType in favor of workflowType
  • WorkflowTemplate: deprecated changeType in favor of workflowType

To temporarily continue using the deprecations listed above, enable the account setting “Allow deprecated use of change in GraphQL API”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, the above deprecations will no longer work.

REST API

• Endpoints:
  • Deprecated (all endpoints starting with) /changes in favor of Workflows API
  • Deprecated (all endpoints starting with) /change_templates in favor of Workflow Templates API
  • Deprecated (all endpoints starting with) /change_types in favor of Workflow Types API
  • Deprecated services/:id/change_templates in favor of Services - Workflow Templates API
  • Deprecated task_templates/:id/change_templates in favor of Task Templates - Workflow Templates API
  • Deprecated projects/:id/changes in favor of Projects - Workflows API
  • Deprecated releases/:id/changes in favor of Releases - Workflows API
  • Deprecated change_templates/:id/changes in favor of Workflow Templates - Workflows API
• Fields:
  • Problems API: deprecated change in favor of workflow
  • Requests API: deprecated change in favor of workflow
  • Request Templates API: deprecated change_manager in favor of workflow_manager
  • Request Templates API: deprecated change_template in favor of workflow_template
  • Tasks API: deprecated change in favor of workflow
  • Task Templates API: deprecated assign_to_change_manager in favor of assign_to_workflow_manager
  • Task Templates API: deprecated planned_effort_change_manager in favor of planned_effort_workflow_manager
  • Task Templates API: deprecated copy_notes_to_change in favor of copy_notes_to_workflow
  • Workflows API: deprecated change_type in favor of workflow_type
  • Workflow Templates API: deprecated change_manager in favor of workflow_manager
• Filterable fields:
  • Requests API: deprecated change in favor of workflow
  • Request Templates API: deprecated change_template in favor of workflow_template
  • Tasks API: deprecated change in favor of workflow
• Predefined filters:
  • Automation Rules API: deprecated for_change_templates in favor of for_workflow_templates
• Other:
  • Audit Entries API: if one of the renamed attributes is modified, the changes field of the corresponding audit entry contains both the deprecated attribute and the renamed attribute
  • People - Permissions API: the field roles will return both workflow_manager and change_manager for people with the “Workflow Manager” role. The role change_manager is deprecated.

To temporarily continue using the deprecations listed above, enable the account setting “Allow deprecated use of change in REST API”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, the above deprecations will no longer work.

Bulk API

• Export API: deprecated the export types changes, change_templates and change_template_automation_rules in favor of workflows, workflow_templates and workflow_template_automation_rules.
  • When a deprecated export type is used, the exported file name will refer to the deprecated type. The naming convention for export files is explained at the end of this section.
• Columns in export files and import files:
  • Invoices: deprecated Change in favor of Workflow
  • People Roles: deprecated Change Manager in favor of Workflow Manager
  • Problems: deprecated Change in favor of Workflow
  • Projects: deprecated Changes in favor of Workflows
  • Releases: deprecated Changes in favor of Workflows
  • Request Templates: deprecated Change Template in favor of Workflow Template
  • Request Templates: deprecated Change Manager in favor of Workflow Manager
  • Requests: deprecated Change in favor of Workflow
  • Task Templates: deprecated Copy notes to change in favor of Copy Notes to Workflow
  • Task Templates: deprecated Assign to Change Manager in favor of Assign to Workflow Manager
  • Task Templates: deprecated Planned Effort Change Manager in favor of Planned Effort Workflow Manager
  • Tasks: deprecated Change in favor of Workflow
  • Time Entries: deprecated Change in favor of Workflow
  • Timesheet Settings: deprecated Default Effort Class for Change Tasks in favor of Default Effort Class for Workflow Tasks
  • Workflow Template Automation Rules: deprecated Change Template in favor of Workflow Template
  • Workflow Templates: deprecated Recurrence - Change Manager in favor of Recurrence - Workflow Manager
  • Workflows: deprecated Change Type in favor of Workflow Type

To temporarily continue using the deprecations listed above, enable the account setting “Allow deprecated use of change in Bulk API”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, the above deprecations will no longer work.

Mail API

• Deprecated the parameter change_id in favor of workflow_id.

To temporarily continue using the deprecation listed above, enable the account setting “Allow deprecated use of change in Mail API”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, the above deprecation will no longer work.

Webhooks API

• Deprecated events change.<action> in favor of workflow.<action>
  • When existing webhooks use one of the deprecated events, the event parameter of the webhook callback body contains the deprecated event name.

To temporarily continue using the deprecation listed above, enable the account setting “Allow deprecated use of change in Webhooks API”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, the above deprecation will no longer work. The event parameter will then contain workflow.<action> when the webhook uses a change.<action> event.

Status Workflow Pending

The status ‘Change Pending’ has been renamed to ‘Workflow Pending’. Similarly, the id of the status has been renamed from change_pending to workflow_pending.

This affects the following APIs:

• GraphQL API:
  • Problem
  • Request
  • RequestTemplate
• REST API:
  • Problems API
  • Requests API
  • Request Templates API
  • Audit Entries API
• Bulk API:
  • The “Status” column in exports of problems, requests and request templates
• Webhooks API:
  • The payload[status] field of webhooks related to problems and requests

To temporarily continue using the id change_pending in the listed APIs, enable the account setting “Use deprecated change_pending status in API responses”.

By default, this setting is enabled in existing Xurrent accounts, and disabled in new Xurrent accounts. This setting is available until the end of the deprecation period. Once the deprecation period expires, workflow_pending will always be used.

Actions for the account designer of your Xurrent account

For the most part, all occurrences of the word “Change” in the Xurrent Service have been renamed by Xurrent. However, you may still encounter the word “Change” in user-generated content of your Xurrent account. In particular:

• Existing dashboards and dashboard reports have not been migrated and may still refer to “Changes”. Consider updating these dashboards and dashboard reports to refer to “Workflows” instead.
• The subject and body attributes of your existing email templates (including translations) have not been migrated and may still refer to “Change”. Consider updating these fields to refer to “Workflow” instead.
• The name and HTML attributes of your existing PDF Designs (including translations) have not been migrated and may still refer to “Change”. Consider updating these fields to refer to “Workflow” instead.

User Interface

The following adjustments have been made to the user interface (Xurrent Self Service and the Specialist interface).

Renamed attributes

• Account Trusts:
  • Renamed ‘Roles from us: Change manager’ to ‘Roles from us: Workflow manager’
  • Renamed ‘<account> can assign change approval tasks to us’ to ‘<account> can assign workflow approval tasks to us’
  • Renamed ‘<account> can assign change tasks to our key contacts and specialists’ to ‘<account> can assign workflow tasks to our key contacts and specialists’
  • Renamed ‘<account> can view our time spent on their change tasks’ to ‘<account> can view our time spent on their workflow tasks’
  • Renamed ‘<account> can view our change notes and attachments’ to ‘<account> can view our workflow notes and attachments’
• Change Templates:
  • Renamed ‘Change type’ to ‘Workflow type’
  • Renamed ‘Recurrence - Change manager’ to ‘Recurrence - Workflow manager’
• Changes:
  • Renamed ‘Change type’ to ‘Workflow type’
• Invoices:
  • Renamed ‘Change’ to ‘Workflow’
• People:
  • Renamed ‘Roles - Change manager’ to ‘Roles - Workflow manager’
• Problems:
  • Renamed ‘Change’ to ‘Workflow’
• Request Templates:
  • Renamed ‘Change template’ to ‘Workflow template’
  • Renamed ‘Change manager’ to ‘Workflow manager’
• Requests:
  • Renamed ‘Change’ to ‘Workflow’
• Task Template
  • Renamed ‘Assign to change manager’ to ‘Assign to workflow manager’
  • Renamed ‘Planned effort change manager’ to ‘Planned effort workflow manager’
  • Renamed ‘Copy notes to change’ to ‘Copy notes to workflow’
• Task
  • Renamed ‘Change’ to ‘Workflow’
  • Renamed ‘Copy note to change’ to ‘Copy note to workflow’
• Timesheet Settings
  • Renamed ‘Default effort class for workflow tasks’ to ‘Default effort class for workflow tasks’

Note: The ‘Change manager’ field of Services has not been renamed.

Other renamings

• Change Templates:
  • Renamed section ‘Changes’ to ‘Workflows’
• Problems:
  • Renamed status ‘Change Pending’ to ‘Workflow Pending’ (see Status Workflow Pending)
• Request Templates:
  • Renamed status ‘Change Pending’ to ‘Workflow Pending’ (see Status Workflow Pending)
• Requests:
  • Renamed status ‘Change Pending’ to ‘Workflow Pending’ (see Status Workflow Pending)
• Releases:
  • Renamed section ‘Changes’ to ‘Workflows’
• Projects:
  • Renamed section ‘Changes’ to ‘Workflows’
• Analytics:
  • Renamed all reports containing ‘… Change …’ to ‘… Workflow …’
  • Renamed all filters (in views and reports) containing ‘… Change …’ to ‘… Workflow …’
• Email Templates:
  • Renamed ‘Change - New Change’ to ‘Workflow - New Workflow’
  • Renamed ‘Change - Change Set to Progress Halted’ to ‘Workflow - Workflow Set to Progress Halted’
  • Renamed ‘Change - Change Manager Changed’ to ‘Workflow - Workflow Manager Changed’
  • Renamed ‘Change - Note Added to Change’ to ‘Workflow - Note Added to Workflow’
  • Renamed ‘Change - Person Mentioned in Note of Change’ to ‘Workflow - Person Mentioned in Note of Workflow’
  • Renamed ‘Release - Change Added to Release’ to ‘Release - Workflow Added to Release’
  • Renamed ‘Release - Change Removed from Release’ to ‘Release - Workflow Removed from Release’
• PDF Designs:
  • Renamed category ‘Change Summary’ to ‘Workflow Summary’
• UI Extensions:
  • Renamed category ‘Change Template’ to ‘Workflow Template’
• Custom Views:
  • Renamed record type ‘Change Template’ to ‘Workflow Template’
• Webhooks:
  • Renamed events:
    • change.create to workflow.create
    • change.update to workflow.update
    • change.note-added to workflow.note-added
    • change.status-changed to workflow.status-changed
    • change.manager-changed to workflow.manager-changed
  • Note The old events can no longer be selected when creating new webhooks, but they continue to work in existing webhooks.
• Exports:
  • Renamed types ‘Changes’, ‘Change Templates’ and ‘Change Template Automation Rules’ to ‘Workflows’, ‘Workflow Templates’ and ‘Workflow Template Automation Rules’
  • Note The old types can no longer be selected when creating new exports, but they continue to work in existing (recurring) exports.

URLs

• The URL /changes redirects to /workflows
• The URL /changes/:id redirects to /workflows/:id
• The URL /change_templates redirects to /workflow_templates
• The URL /change_templates/:id redirects to /workflow_templates/:id
• The URL /change_types redirects to /workflow_types
• The URL /change_types/:id redirects to /workflow_types/:id

Email templates

• The subject, body and translations of your existing email templates have not been migrated and may still refer to “Change”. Consider updating these fields to refer to “Workflow” instead.
• All email template fields starting with change_ are now deprecated. They will continue to work in existing email templates, even after February 4, 2023, but you are encouraged to update your email templates.

PDF Designs

• The name and HTML attributes of your existing PDF Designs have not been migrated and may still refer to “Change”. Consider updating these fields to refer to “Workflow” instead.
• All occurrences of the word change in dynamic content (e.g. :change.id and for change.requests) are now deprecated. They will continue to work in existing PDF Designs, even after February 4, 2023, but you are encouraged to update your PDF designs. Replace such occurrences with workflow (e.g. :workflow.id and for workflow.requests).

Dashboards and reports

• Existing dashboards and dashboard reports have not been migrated and may still refer to “Changes”. Consider updating these dashboards and dashboard reports to refer to “Workflows” instead.

Automation rules

• In automation rule expressions, any references to change are deprecated in favor of workflow. Examples:
  • change.tasks[first] to workflow.tasks[first]
  • find(change, 1674) to find(workflow, 1674)
• In automation rule expressions, any references to changes are deprecated in favor of workflows. Example:
  • change.release.changes[first].subject to workflow.release.workflows[first].subject
• In automation rule expressions, any references to change_pending are deprecated in favor of workflow_pending. Example:
  • change.status = change_pending to workflow.status = workflow_pending
• Existing automation rules that refer to change, changes or change_pending will continue to work, even after the deprecation period. However:
• When editing an automation rule that refers to change, changes or change_pending, all these occurrences will be marked as errors in the user interface. You must rename all these occurrences before you can save the automation rule.

UI Extensions

• In UI Extensions which category is ‘Workflow Template’ (previously ‘Change Template’), it is no longer allowed to add custom fields with an id that starts with workflow_. Existing fields with this prefix will continue to work.