Scheduled Requests - Quick Questions?

[Ben Maddams]

Hello all,

We're looking at creating a set of scheduled requests for maintainance and checks against a set of custom asset types. These would trigger on a monthly or weekly basis. I had a few questions about the creation of the actual service requests and couldn't find the answers elsewhere.

1. Summary Name: Is is possibly to insert the current date/month into the summary upon the creation of the request? I'm assuming this would have to be done on the business process called by the scheduled request, not through the Description paramter in the scheduled requests config screen?

2. The Asset: When the details of this asset are passed to the newly created request, can the workflow call upon this again to insert the asset name into the summary field?

Example: "Widget 102" has a cleaning task run upon it monthly, so when the scheduled request is created it would automatically have the summary "[WIDGET A] - Cleaning Request Required [JUNE]"

Thanks for any advice.

-Ben

[ArmandoDM]

Good afternoon @Ben Maddams

summary and description are text fields for the scheduled requests. Every dynamic content in the summary needs to be updated via workflow.

As per the asset name, I cannot remember any workflow node returning the asset name, so adding the asset name in the summary would not be currently possible via workflow.

Regards

Armando

[Steve Giller]

@Ben Maddams Do you have separate scheduled requests for Widget A, Widget B, Widget C etc. or is it a single scheduled task that picks up which Widget it is for after being raised?

If the former, you can specify the widget's name in the Summary during the scheduled task's config, and have the Workflow append the month later.
If the latter I don't think you'll be able to achieve this, as per Armando's comments.