Unable to add Change Relationship

[Paul Morrow]

Just installed Project Manager. Good additional app however I am Unable to add "Change Requests" Relationships.

My only options are for Service requests and Releases.

Is there a option to add Change Requests?

[Steven Boardman]

Hi @Paul Morrow thanks for the question.  

Project Manager is respecting the users rights and permissions in Service Manager, so when you are searching in Project Manager to relate a ticket from Service Manager it will only return you tickets which you have the rights to view.  This could be based on:

* Your rights to work with Change Requests in Service Manager

* Only showing you Change Requests logged against services which your teams support in Service Manager

Having checked on my instance it seems to find Changes for me, where i have the rights to view changes in Service Manager

Is it possible to check if you have the rights to work with Changes in Service Manager and if you can view changes in Service Manager for the services which your teams support?

If you can see Changes in Service Manager could you copy and paste a Change ID from Service Manager into the Project Manager relationship search bar and see if it matches and is visible?

Steve

 

[Paul Morrow]

Hi Steve

I have Change Management Full Access. Cut and paste of ticket reference does nothing either.

[Paul Morrow]

Finally got it sorted. Many thanks Steve for the pointers.

[Steven Boardman]

@Paul Morrow great, do let us know how you get on looking at Project Manager and if you have any feedback / suggests.  We are currently in BETA status with this app so looking for feedback on how it can be improved, refined and enhanced 

Thanks

Steve

[Darren Rose]

Hi @Steven Boardman

I'm unable to get this working by searching for reference number. It will search against the summary field but not when I search for a reference number.

If I search for the reference number I get 0 results

Yet, if I search for the Summary, it does display the ticket 

 

Any ideas? 

[AlexTumber]

@Darren Rose i'll pass this on to our development  team to take a look

 

Alex

[Darren Rose]

thanks

[AlexTumber]

@Darren Rose the query that sits behind the code has been updated to search on request id as well as summary. This won't be available until the next service manager update as the code that is running sits in that application. I'll post back here when that update for service manager goes live.

 

Alex

[Darren Rose]

Great, thanks @alextumber