Create Request Task

As a workflow progresses, there may be situations where another change or request type is required.

This could be handled within the same workflow, unless it is in a field of responsibility of another team or analyst, or it is a distinct business process in itself (for example, a change request initiating a release request).

Create Request Tasks give you more control of the assignment of workflows, and allow you to break large and complex workflows into smaller, more manageable segments. They can be used to generate requests when this type of task is completed, or as part of a workflow. They are manual by default, but they can be automatic.

The Create Request task will automatically generate another request based on a workflow template. This new request is linked to the original as its child and can be viewed in the linking diagram. Once created, the new and the original requests run independently. When the new (child) request is closed, this is indicated in the linking diagram. This will not be indicated in the history of the original (parent) request.

The Create Request task allows for any request field, including custom fields, to be mapped as a static value or a value from the existing request.

You should not define Create Request tasks directly after the Request Start task in a workflow, or after another task that in turn has a Create Request task. This may result in infinite recursions, creating a request that creates a task that in turn creates a request and so on.

  1. On the dependency diagram, double-click the Create Request task iconto view the Create Request Task Details window.

  2. If needed, take action on the task in order to edit the details.

  3. Complete the common task fields on this task.

  4. Complete the remaining Task Information fields:

Workflow Process

From the drop down list, select the workflow process that contains the workflow template you want to use for the request.

Workflow Template

From the list, select the template that you want to use to create this request.

This list displays only those templates for workflow processes to which you have access. You must have access through your security role both to the template and the workflow process.

Field Mappings

The Field Mappings table allows you to populate field values on the Request being created with either static values or values from the existing Request.

This table has replaced the request Params explorer option that was displayed in earlier versions of ASM.

  1. Click the Add button beneath the table to display the Add fields window. Select the field you wish to map.

  2. The field appears. In the Value field to its right, specify the mapping details. See Rules Builder for instruction.

  3. In the Update column, identify how often you want the field to update, using the drop down list.

Request Assign Analyst/Group

You can assign the request that will be created from the Task to an analyst or a workflow management group. If an assignment has been made on the template, this is inherited to the request. However, if you assign the request to a different analyst at request level, this assignment will apply instead.

5. Complete the Task Description details.

6. Complete the Action Information details.

7. After you have completed the fields, save or defer the task for later action.

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