Thank you for correcting. Haven't had a chance to play with the Process Designer yet, but it looks similar to "Abydos Process Designer". Is this a separate purchase or a part of ITSM / SRM 9.0 ?
Thanks Mahesh > On Nov 9, 2015, at 9:35 AM, Raj <[email protected]> wrote: > > ** > We are talking about PD here and hence Run Process, Web Service etc is thing > of past. > > You just need one drag drop on task and you are done. > > Now, Marcelo, you are far luckier than some of older implementations, 9.0 is > as good as it gets for PD. > > I have attached both – setting required for email notifications (not directly > related to PD) as well as generic managerial approval process for PD in SRM. > > I am not sure if the attachments go through, if not, let me either have your > private email address or if you have any ftp location, I can upload / any > other suggested way. > > > > > > -Raj > > > > > > From: Mahesh Chandra [via ARS (Action Request System)] > [mailto:ml-node+[hidden email]] > Sent: Monday, November 09, 2015 18:58 > To: Hiremath, Raj > Subject: Re: Simple PD process > > > > ** > > Service Request ---> Approval ---> Work Order. > > > > Depending on the template name or other criteria, push the INC/WO data to > another form > > from where you should be able to send a notification/ invoke a webservice / > run process and complete the Request. > > > > This is how I have done several automated fulfillment since SRM 2.0 to until > SRM 8.x. The push workflow from INC/ WO/ CRQ to a custom form is all data > driven so that it is scalable to other future requirements. > > > > Regards, > > Mahesh > > > On Nov 9, 2015, at 7:49 AM, Martinez, Marcelo A <[hidden email]> wrote: > > ** > > Hi Raj, > > ARS/ITSM/PD 9.0 > > > > I tried to submit various screenshots through here but was unable to. I’ll > describe the process since it is simple. > > > > I have an SRD that requires manager approval. After approved, and email > should go out to a static email address with just the requester’s userID. > Then, the SR should close (we don’t need a fulfillment request such as WO or > INC). > > That’s it.. > > > > Thanks, > > Marcelo > > > > From: Action Request System discussion list(ARSList) [[hidden email]] On > Behalf Of Raj > Sent: Sunday, November 08, 2015 8:34 AM > To: [hidden email] > Subject: Re: Simple PD process > > > > ** > > I can help you with this, can you please state AR, ITSM, SRM and PD versions? > > > > If the process is short, perhaphs, if you can draw the digram in outlook and > convey? > > > > -Raj > > > > From: Martinez, Marcelo A [via ARS (Action Request System)] > [mailto:ml-node+[hidden email]] > Sent: Saturday, November 07, 2015 00:47 > To: Hiremath, Raj > Subject: Re: Simple PD process > > > > ** > > I tied sending over my screenshots.. but aren’t coming through. I also tried > to PDF my email and send it as an attachment but failed. Not sure if the > ARSList is working. > > > > > > > > From: Action Request System discussion list(ARSList) [mailto:[hidden email]] > On Behalf Of Martinez, Marcelo A > Sent: Friday, November 06, 2015 10:08 AM > To: [hidden email] > Subject: Simple PD process > > > > ** > > Hello List, > > I have a simple PD issue. I’ll preface my email with “this is the first > process I’ve created with PD” > > > > What I’m trying to do is create a simple process that, after approval, it > sends an email, then closes the request. No need for a WO, CHG, or INC.. just > send the email and close the Service Request. > > > > The first process was very simple; with only 2 tasks: > > I have an initiation task that captures some data. This task has “Set field” > actions. > > The next task as 2 actions: one for send email and one for “update request”. > > (the request gets approved by the requester’s manager – per the SRD – which > has an ‘Approval Type” = “Manager” > > > > This works great, except that the request isn’t closed after the email is > sent. (although now after playing with the pre and post statuses, the > approval doesn’t happen). > > > > > > > > The second process I tried was: > > > > 1. Initiation task (captures data) > > 2. Task #2 gets supervisors name based on data captured > > 3. Decision task (supervisor approval) > > 4. Rejected action > > 5. Approved: send email > > 6. Close service request > > > > The process stops at the supervisor approval task. So there must be a problem > here. > > > > > > > > I’ve also tried using 3 tasks but the request hangs at “send email” task. > > > > > > Having never used this tool; I have some questions. Can you use SRM approvals > and PD process, for SRDs? Or the approval has to be done via the PD process? > If so, what are the steps to configure approvals via PD. > > Thanks in advance, > Marcelo > > > > > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > If you reply to this email, your message will be added to the discussion > below: > > http://ars-action-request-system.1.n7.nabble.com/Simple-PD-process-tp123334p123335.html > > To start a new topic under ARS (Action Request System), email [hidden email] > To unsubscribe from ARS (Action Request System), click here. > NAML > > -rAJ > > > > View this message in context: RE: Simple PD process > Sent from the ARS (Action Request System) mailing list archive at Nabble.com. > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > _ARSlist: "Where the Answers Are" and have been for 20 years_ > > If you reply to this email, your message will be added to the discussion > below: > > http://ars-action-request-system.1.n7.nabble.com/Simple-PD-process-tp123334p123339.html > > To start a new topic under ARS (Action Request System), email [hidden email] > To unsubscribe from ARS (Action Request System), click here. > NAML > > > WorkingSRMApproval.xml (17K) Download Attachment > Email Configuration settings.docx (1M) Download Attachment > -rAJ > > View this message in context: RE: Simple PD process > Sent from the ARS (Action Request System) mailing list archive at Nabble.com. > _ARSlist: "Where the Answers Are" and have been for 20 years_ _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org "Where the Answers Are, and have been for 20 years"
