Jon,

You can add tasks to your Change Template that will autogenerate when you 
create a Change from that template.
You can select either Task Templates or Task Group templates to be used as part 
of that Change Template.

It is also possible to generate a Change via the ChangeInterface_Create form as 
well if you have a process that populates that form to create a Change.
If you pass the instance ID GUID for the Change Template in the Template ID 
field on that form the Change will be created using the template but workflow 
will prevent some details you set in the record in ChangeInterface_Create as 
passed by your process from being overwritten from the template but the nice 
thing is that if you are referencing a Change Template wtih Task Templates or 
Task Group Templates associated to it, the Change will be generated with those 
tasks generated as well.

Should work like a charm.

ITSM 7.02 patch 005


Thanks
Peter Lammey
ESPN IT Client Architecture and Automation
860-766-4761



________________________________
From: Action Request System discussion list(ARSList) 
[mailto:[email protected]] On Behalf Of Jon Chau
Sent: Tuesday, April 21, 2009 4:45 PM
To: [email protected]
Subject: ITSM 7 Automatic Task Creation (TMS)

** Hello Listers,

I'm currently working on trying to get tasks (TMS) automatically created within 
a Change Request (CRQ) using ITSM 7's Change Management / Task Management 
integration and was wondering if anyone had any tips or pointers regarding this.

I've read the ITSM 7 Architecture guide and the Task Management Admin guide and 
there's a notion about using Task Template Groups to fire off a set of Task 
Templates, but that appears to be a manual process?  I also read something 
about the CAI (command automation interface) but couldn't find much about it.

It doesn't look like the predefined task templates work like they used to in 
previous ITSM 5 versions where a field would trigger a set of filters to push 
into CHG:Task.  I'm about to create some filters against the template form that 
perform this action.  We also have the CHG:Change form automatically pushed via 
filters, followed by more filters that trigger the task template creation.  I 
am able to handle the CHG:Change form using CHG:ChangeInterface_Create.

Thanks in advance,
Jon

ITSM 7.0.3 p009
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