Change Templates

[gwynne]

We would like to see the ability to create prepopulated templates based on a progressive capture.

 

Example for changes, we have a standard set of criteria that we fill in every time bar examples like specific server name - when creating a change you part of the capture is to select a template which fills in fields while still allowing you to amend any key details. This would be such a time saver. 

 

Regards

 

Gareth 

[AlexTumber]

@gwynne in another of our applications (Hornbill Project Manager) I believe we have the same concept that you are looking for. In the Hornbill Admin Tool you design your project template, and as you create a new project through progressive capture, if you select a template, when the relevant forms appear, if you have populated them in the template, they will show - but you have the chance to amend the data. Hope this makes sense and this is the sort of thing you are looking for?

In terms of Service Manager, if we were to go down the route of creating similar templates, what sort of information would you want to capture in a request template?

Alex

 

[gwynne]

Ideally being able to customize the form based on your own needs would be great or importing a progressive capture already created would be good

[Steven Boardman]

@gwynne in the absence of change template, could you not use default values in progressive capture forms?  perhaps have a custom pc form which indicates the type of change - and then branch of this to different custom forms for the different types of change, and each has a series of questions relative to the change type and pre-populated with default values, which of course can be over-written?

[gwynne]

9 hours ago, Steven Boardman said:

@gwynne in the absence of change template, could you not use default values in progressive capture forms?  perhaps have a custom pc form which indicates the type of change - and then branch of this to different custom forms for the different types of change, and each has a series of questions relative to the change type and pre-populated with default values, which of course can be over-written?

I know this a possible way of doing things but considering the amount of tasks we can actually put through at template value this would be considerable amount of work where is if you can pull in a template for a choice selection the work flow becomes much more manageable 

[Steven Boardman]

@gwynne sure not discounting the effort here, just looking to provide an option in the absence of templates being available