Service Request ---> Approval ---> Work Order. Depending on the template name or other criteria, push the INC/WO data to another form from where you should be able to send a notification/ invoke a webservice / run process and complete the Request.
This is how I have done several automated fulfillment since SRM 2.0 to until SRM 8.x. The push workflow from INC/ WO/ CRQ to a custom form is all data driven so that it is scalable to other future requirements. Regards, Mahesh > On Nov 9, 2015, at 7:49 AM, Martinez, Marcelo A <marc...@cpchem.com> wrote: > > ** > Hi Raj, > ARS/ITSM/PD 9.0 > > I tried to submit various screenshots through here but was unable to. I’ll > describe the process since it is simple. > > I have an SRD that requires manager approval. After approved, and email > should go out to a static email address with just the requester’s userID. > Then, the SR should close (we don’t need a fulfillment request such as WO or > INC). > That’s it.. > > Thanks, > Marcelo > > From: Action Request System discussion list(ARSList) > [mailto:arslist@ARSLIST.ORG] On Behalf Of Raj > Sent: Sunday, November 08, 2015 8:34 AM > To: arslist@ARSLIST.ORG > Subject: Re: Simple PD process > > ** > I can help you with this, can you please state AR, ITSM, SRM and PD versions? > > If the process is short, perhaphs, if you can draw the digram in outlook and > convey? > > -Raj > > From: Martinez, Marcelo A [via ARS (Action Request System)] > [mailto:ml-node+[hidden email]] > Sent: Saturday, November 07, 2015 00:47 > To: Hiremath, Raj > Subject: Re: Simple PD process > > ** > I tied sending over my screenshots.. but aren’t coming through. I also tried > to PDF my email and send it as an attachment but failed. Not sure if the > ARSList is working. > > > > From: Action Request System discussion list(ARSList) [mailto:[hidden email]] > On Behalf Of Martinez, Marcelo A > Sent: Friday, November 06, 2015 10:08 AM > To: [hidden email] > Subject: Simple PD process > > ** > Hello List, > I have a simple PD issue. I’ll preface my email with “this is the first > process I’ve created with PD” > > What I’m trying to do is create a simple process that, after approval, it > sends an email, then closes the request. No need for a WO, CHG, or INC.. just > send the email and close the Service Request. > > The first process was very simple; with only 2 tasks: > I have an initiation task that captures some data. This task has “Set field” > actions. > The next task as 2 actions: one for send email and one for “update request”. > (the request gets approved by the requester’s manager – per the SRD – which > has an ‘Approval Type” = “Manager” > > This works great, except that the request isn’t closed after the email is > sent. (although now after playing with the pre and post statuses, the > approval doesn’t happen). > > > > The second process I tried was: > > 1. Initiation task (captures data) > 2. Task #2 gets supervisors name based on data captured > 3. Decision task (supervisor approval) > 4. Rejected action > 5. Approved: send email > 6. Close service request > > The process stops at the supervisor approval task. So there must be a problem > here. > > > > I’ve also tried using 3 tasks but the request hangs at “send email” task. > > > Having never used this tool; I have some questions. Can you use SRM approvals > and PD process, for SRDs? Or the approval has to be done via the PD process? > If so, what are the steps to configure approvals via PD. > Thanks in advance, > Marcelo > > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > If you reply to this email, your message will be added to the discussion > below: > http://ars-action-request-system.1.n7.nabble.com/Simple-PD-process-tp123334p123335.html > To start a new topic under ARS (Action Request System), email [hidden email] > To unsubscribe from ARS (Action Request System), click here. > NAML > -rAJ > > View this message in context: RE: Simple PD process > Sent from the ARS (Action Request System) mailing list archive at Nabble.com. > _ARSlist: "Where the Answers Are" and have been for 20 years_ > _ARSlist: "Where the Answers Are" and have been for 20 years_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
