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I have made some good progress on using the Business Process, but I have a couple of questions I hope you can assist with;


  1. I can create an Automated Task to add a Priority to a Request raised from Service Manager, but if does not seem to work when a Basic Users uses the Services Portal.


  2.  I have 3 stages in a Business Process, that are;

    1. Create a Change Request – this works fine

    2. Testing

    3. Deployment

I have 2 challenges, the first is starting the Testing process.  At present, I am using an Automated Task when the Owner moves the Request to Resolved, but not happy with this.  I have looked at moving the Request on a Board, but this does not seem to work.

The second query is feedback from a Basic User.  I would like them to approve testing on the Request before moving to Deployment.  I have tried an Automated Task on when a Request is updated, but I cannot get this to work.


I hope this makes sense.  

Thanks in advance.


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Hi Lee

Can you post a screenshot of the configuration for the Move Request To Board node please so we can take a look at why this is not working.

Your second issue, which Automated Tasks are you trying to use to allow the Basic User to provide feedback? 

Kind Regards

Trevor Killick

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Hi Trevor,

Thanks for the reply. 

I can see why the first was not working.  I set it as an Automated task to move the Request on the Board.  I need a manual way, so if the User moves the Request to the Testing list on the Board, it triggers the Business Process.  Does that sound feasible?

The second issue I have attached.  I set up a simple process to change the Priority to P4, when updating the Request.  I have also added this to the settings.  It works when the ticket is raised through Service Manager, but not the Portal.





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