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Adrian Simpkins

How to setup Service Manager to create new daily requests

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Hi All

On our old instance of SupportWorks we had some automated jobs that generated each day to some of our teams (things like daily checks etc). I am sure I did see something at some point on the Wiki or Forum around this but I am struggling to locate this.

So I wanted to see how would I setup Service Manager to raise a new request every day to one of my teams please (I am unsure what this function was named in SupportWorks - apologies). Currently the team are using SupportWorks to action these daily requests, but I need to move them across to service manager going forward.

We need to setup some requests to trigger daily, and weekly (around 8 jobs in all)

Many thanks !

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@Adrian Simpkins you have two main choices here:

1. Scheduled tasks - In a task, you can use the extended task options to run this on a schedule, and you can view these via scheduled jobs from the Home Menu option, and create views for these via the My Activities 

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2. Alternatively you could use a request running a business process to automate on a daily basis the requests which need to occur on a daily basis. 

I've attached an example business process, which runs on a loop and schedules a request each day - you can use the business process to check if it is a week day and not schedule on the weekend if not required 

Schedule-DailyIncidents.bpm.txt

* With this you would need to change the task assignees etc, and also the details in the raise request operation.  

* Also be aware it would raise a new request, at the same time each day, based on when you raise the original request - i.e if you want these to run at 7am every day, you'll need to kick this off at 7am, and then it will create a new request every week day there after at 7am, until you cancel it.  

Anyway food for thought on a Friday evening

 

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Hi Steven

Perfect ! Thank you for the information, indeed something for me to ponder over the weekend hiding from the winds :D

Many thanks as always

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