Is there documentation available for creating an automated service request?
I can create it, and apply the template, but I'd like to fill out a field in the template during the task.
I got it working. Here's my process: I'm using a field called "PrintSummary" that we've created in ServiceReq that isn't used in this context as a trigger.
Quick Action to create Device Replacement Request from Incident:
Field Name, Field Value
Team,$(if nvl(Owner, "") != "" then OwnerTeam else "Service Desk")
PrintSummary,Automatic Device Replacement
Triggered action in ServiceReq BO
Process Automatic Device Replacement Request
If $(PrintSummary == "Automatic Device Replacement")
Display Type combo
Parameter Link F2E21FD708BD490083A7EBF957E4C386
Parameter Name corpowner
Parameter Value $(Prompt("Select Corporate Owner", "CorporateOwner", _, _, true))
ParameterDisplayValue $(GetSRPValue(RecId, "corpowner"))
Recurrent Price 0CAD
Display Type checkbox
Parameter Name LaptopsCheckbox
Parameter Value TRUE
Display Type textarea
Parameter Name DeviceList
Parameter Value $(Prompt("Enter Devices to Replace"))
ParameterDisplayValue $(GetSRPValue(RecId, "DeviceList"))
I'm sure there's an easier way.
I have a SR template called "Device Replacement". There's a Parameter called "DeviceList"
I want to have a quick action from an incident to create a Device Replacement, and have it populate the DeviceList.
I can read parameters with GetSRPValue(), but can I write to them?
Still have to read through it... but amazing work anyway!
And thanks for posting your solution!
This method does not invoke the workflow for the template, and doesn't let me manually do it through a triggered action. Still a work in progress.
Jay, I am trying to do a similar action and need the "SvcReqSubscLink_RecId and SvcReqTmplLink. How did you get this information?
I went into SQL server manager and looked at records that used the template I wanted.
I gave up on this - I was able to create the ServiceReq, but it wouldn't run the workflow, so it wasn't very useful. If you get it working, let me know, It's still on my "todo" list, just got kicked to the bottom in frustration (:
Thanks Jay... This is very helpful. I will let you know if I get this to work.
Been working on this same problem. Seems like a pretty basic function -- why won't the template workflow instantiate when you insert a new ServiceReq with a workflow versus doing it in UI? Maybe "unanswer" this if you can. Someone must haev a way to get this working.
Retrieving data ...