Re: ITSM 7 Automatic Task Creation (TMS)
Jon, You can add tasks to your Change Template that will autogenerate when you create a Change from that template. You can select either Task Templates or Task Group templates to be used as part of that Change Template. It is also possible to generate a Change via the ChangeInterface_Create form as well if you have a process that populates that form to create a Change. If you pass the instance ID GUID for the Change Template in the Template ID field on that form the Change will be created using the template but workflow will prevent some details you set in the record in ChangeInterface_Create as passed by your process from being overwritten from the template but the nice thing is that if you are referencing a Change Template wtih Task Templates or Task Group Templates associated to it, the Change will be generated with those tasks generated as well. Should work like a charm. ITSM 7.02 patch 005 Thanks Peter Lammey ESPN IT Client Architecture and Automation 860-766-4761 From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Jon Chau Sent: Tuesday, April 21, 2009 4:45 PM To: arslist@ARSLIST.ORG Subject: ITSM 7 Automatic Task Creation (TMS) ** Hello Listers, I'm currently working on trying to get tasks (TMS) automatically created within a Change Request (CRQ) using ITSM 7's Change Management / Task Management integration and was wondering if anyone had any tips or pointers regarding this. I've read the ITSM 7 Architecture guide and the Task Management Admin guide and there's a notion about using Task Template Groups to fire off a set of Task Templates, but that appears to be a manual process? I also read something about the CAI (command automation interface) but couldn't find much about it. It doesn't look like the predefined task templates work like they used to in previous ITSM 5 versions where a field would trigger a set of filters to push into CHG:Task. I'm about to create some filters against the template form that perform this action. We also have the CHG:Change form automatically pushed via filters, followed by more filters that trigger the task template creation. I am able to handle the CHG:Change form using CHG:ChangeInterface_Create. Thanks in advance, Jon ITSM 7.0.3 p009 _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ Please consider the environment before printing this e-mail. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:rmisoluti...@verizon.net ARSlist: "Where the Answers Are"
Re: ITSM 7 Automatic Task Creation (TMS)
I would take it up one level, actually. Since you appear to be creating standard types of change requests, why not create a change template, relate task templates to that change template, and proceed that way? Then you only have to figure out how to use the change template in your process, and the tasks are automatically created. From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Jon Chau Sent: Tuesday, April 21, 2009 3:45 PM To: arslist@ARSLIST.ORG Subject: ITSM 7 Automatic Task Creation (TMS) ** Hello Listers, I'm currently working on trying to get tasks (TMS) automatically created within a Change Request (CRQ) using ITSM 7's Change Management / Task Management integration and was wondering if anyone had any tips or pointers regarding this. I've read the ITSM 7 Architecture guide and the Task Management Admin guide and there's a notion about using Task Template Groups to fire off a set of Task Templates, but that appears to be a manual process? I also read something about the CAI (command automation interface) but couldn't find much about it. It doesn't look like the predefined task templates work like they used to in previous ITSM 5 versions where a field would trigger a set of filters to push into CHG:Task. I'm about to create some filters against the template form that perform this action. We also have the CHG:Change form automatically pushed via filters, followed by more filters that trigger the task template creation. I am able to handle the CHG:Change form using CHG:ChangeInterface_Create. Thanks in advance, Jon ITSM 7.0.3 p009 _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ Private and confidential as detailed here: http://www.sug.com/disclaimers/default.htm#Mail . If you cannot access the link, please e-mail sender. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:rmisoluti...@verizon.net ARSlist: "Where the Answers Are"
Re: ITSM 7 Automatic Task Creation (TMS)
You would be better off understanding the out of box way, rather than create or own way (IMHO). You attach Task or Task Group templates by specifying them in a Change Template. You can "automate" the attachment of a Change Template by shoving its Instance ID into the Template ID field of CHG:Infrastructure Change. This works through CHG:ChangeInterface_Create too. The Task and Task Group templates let you define data the user selects (or is set through workflow) that can be passed along the Tasks and use to enable or bypas those so you can build complicated flows. You may not need something this complicated but if you try to do your own thing the OOB workflow is likely to give you headaches. Regards, Chuck Baldi On Tue, Apr 21, 2009 at 4:44 PM, Jon Chau wrote: > ** Hello Listers, > > I'm currently working on trying to get tasks (TMS) automatically created > within a Change Request (CRQ) using ITSM 7's Change Management / Task > Management integration and was wondering if anyone had any tips or pointers > regarding this. > > I've read the ITSM 7 Architecture guide and the Task Management Admin guide > and there's a notion about using Task Template Groups to fire off a set of > Task Templates, but that appears to be a manual process? I also read > something about the CAI (command automation interface) but couldn't find > much about it. > > It doesn't look like the predefined task templates work like they used to > in previous ITSM 5 versions where a field would trigger a set of filters to > push into CHG:Task. I'm about to create some filters against the template > form that perform this action. We also have the CHG:Change form > automatically pushed via filters, followed by more filters that trigger the > task template creation. I am able to handle the CHG:Change form using > CHG:ChangeInterface_Create. > > Thanks in advance, > Jon > > ITSM 7.0.3 p009 > _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers > Are"_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:rmisoluti...@verizon.net ARSlist: "Where the Answers Are"
ITSM 7 Automatic Task Creation (TMS)
Hello Listers, I'm currently working on trying to get tasks (TMS) automatically created within a Change Request (CRQ) using ITSM 7's Change Management / Task Management integration and was wondering if anyone had any tips or pointers regarding this. I've read the ITSM 7 Architecture guide and the Task Management Admin guide and there's a notion about using Task Template Groups to fire off a set of Task Templates, but that appears to be a manual process? I also read something about the CAI (command automation interface) but couldn't find much about it. It doesn't look like the predefined task templates work like they used to in previous ITSM 5 versions where a field would trigger a set of filters to push into CHG:Task. I'm about to create some filters against the template form that perform this action. We also have the CHG:Change form automatically pushed via filters, followed by more filters that trigger the task template creation. I am able to handle the CHG:Change form using CHG:ChangeInterface_Create. Thanks in advance, Jon ITSM 7.0.3 p009 ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:rmisoluti...@verizon.net ARSlist: "Where the Answers Are"
