We are talking about PD here and hence Run Process, Web Service etc is thing of past. You just need one drag drop on task and you are done. Now, Marcelo, you are far luckier than some of older implementations, 9.0 is as good as it gets for PD. I have attached both – setting required for email notifications (not directly related to PD) as well as generic managerial approval process for PD in SRM. I am not sure if the attachments go through, if not, let me either have your private email address or if you have any ftp location, I can upload / any other suggested way.
-Raj From: Mahesh Chandra [via ARS (Action Request System)] [mailto:ml-node+s1n123339...@n7.nabble.com] Sent: Monday, November 09, 2015 18:58 To: Hiremath, Raj Subject: Re: Simple PD process ** 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 <[hidden email]</user/SendEmail.jtp?type=node&node=123339&i=0>> 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) [[hidden email]</user/SendEmail.jtp?type=node&node=123339&i=1>] On Behalf Of Raj Sent: Sunday, November 08, 2015 8:34 AM To: [hidden email]</user/SendEmail.jtp?type=node&node=123339&i=2> 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]</user/SendEmail.jtp?type=node&node=123336&i=0>] 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]</user/SendEmail.jtp?type=node&node=123335&i=0>] On Behalf Of Martinez, Marcelo A Sent: Friday, November 06, 2015 10:08 AM To: [hidden email]</user/SendEmail.jtp?type=node&node=123335&i=1> 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]</user/SendEmail.jtp?type=node&node=123336&i=1> To unsubscribe from ARS (Action Request System), click here. NAML<http://ars-action-request-system.1.n7.nabble.com/template/NamlServlet.jtp?macro=macro_viewer&id=instant_html%21nabble%3Aemail.naml&base=nabble.naml.namespaces.BasicNamespace-nabble.view.web.template.NabbleNamespace-nabble.view.web.template.NodeNamespace&breadcrumbs=notify_subscribers%21nabble%3Aemail.naml-instant_emails%21nabble%3Aemail.naml-send_instant_email%21nabble%3Aemail.naml> -rAJ ________________________________ View this message in context: RE: Simple PD process<http://ars-action-request-system.1.n7.nabble.com/Simple-PD-process-tp123334p123336.html> Sent from the ARS (Action Request System) mailing list archive<http://ars-action-request-system.1.n7.nabble.com/> at Nabble.com<http://nabble.com>. _ARSlist: "Where the Answers Are" and have been for 20 years_ _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-tp123334p123339.html To start a new topic under ARS (Action Request System), email ml-node+s1n2...@n7.nabble.com<mailto:ml-node+s1n2...@n7.nabble.com> To unsubscribe from ARS (Action Request System), click here<http://ars-action-request-system.1.n7.nabble.com/template/NamlServlet.jtp?macro=unsubscribe_by_code&node=2&code=UmFqYXNoZWtoYXJfSGlyZW1hdGhAYm1jLmNvbXwyfC0xNDIxMzkxMzE0>. NAML<http://ars-action-request-system.1.n7.nabble.com/template/NamlServlet.jtp?macro=macro_viewer&id=instant_html%21nabble%3Aemail.naml&base=nabble.naml.namespaces.BasicNamespace-nabble.view.web.template.NabbleNamespace-nabble.view.web.template.NodeNamespace&breadcrumbs=notify_subscribers%21nabble%3Aemail.naml-instant_emails%21nabble%3Aemail.naml-send_instant_email%21nabble%3Aemail.naml> WorkingSRMApproval.xml (17K) <http://ars-action-request-system.1.n7.nabble.com/attachment/123344/0/WorkingSRMApproval.xml> Email Configuration settings.docx (1M) <http://ars-action-request-system.1.n7.nabble.com/attachment/123344/1/Email%20Configuration%20settings.docx> ----- -rAJ -- View this message in context: http://ars-action-request-system.1.n7.nabble.com/Simple-PD-process-tp123334p123344.html Sent from the ARS (Action Request System) mailing list archive at Nabble.com. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"