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How to set the Person Responsible field in ChaRM correctly?

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Hello all,

 

This might be a silly question but I'm still a beginner in terms of ChaRM configuration so thought I would ask and see if anyone can point me in the right direction

 

We are currently setting up ChaRM in our landscape and I am struggling to find a fix for one of the reported issues, At the moment we are only using the Urgent Change change document and I have already copied the standard SMHF document to our custom ZHMF document and then made our changes (both to the web ui and by adding custom actions, etc)

 

Our problem is that the person displayed in the Person Responsible field does not update after a status change (eg from status "Requested for Approval" to "Approved"

 

for example

 

When the change document is created the person responsible field is populated with the user entered in the approver field


Example CD:

 

example cd.jpg

 

Person Responsible set to the requested Approver:

 

pers resp.jpg

 

The change document is then set to a "Requested for Approval" Status using our first custom action. For this the Approver shown in the Person Responsible field is correct, and we have plans to build a email notification into this action at a later stage. The Approver will then approve the change document and then it moves to the next status called ''Approved''. With this status change the person responsible field should update to use the user entered in developer / customizer field (since they now need to set the status to "In Development" and begin working on the change) but this is not happening currently

 

I think this has to do with our Partner setup and the partner determination procedure but I have not been able to find where I need to change this. We have defined custom business partner roles as a copy of the standard ones eg

 

pdp proc.jpg

 

If anyone is able to help it would be much appreciated

 

Thanks in advance

 

Bryan


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