Chuck, Thanks for your reply. My boss wanted to have tasks created automatically on a scheduled basis for backups, server maint, reports and other works. Reading here about that type of work it looked like the CHG:ChangeInterface_Create form was the one to use. As opposed to keeping one change open and just adding tasks to an open Change.
I now see what you mean about the criteria and the form. I'll create a form with a date field (ie: Run Time) and status field (values active/ inactive) and enter a series of records with future dates and status 'Active'. Then run the escalation when the current time is greater than the run time and status is Active. Then have the Escalation run the process of creating the change and set the status to Inactive. I thought I had managed to check out the required fields through manually using the form to create a change. The fields needed to do that are the ones I am setting. Maybe I missed something; I'll go back and give it another look. Thanks again! On Aug 7, 7:01 am, Charles Baldi <[email protected]> wrote: > Christine, > A couple of thoughts for you. First, you do need a Run If qualification in > the escalation. Otherwise your action (create a record) will occur for > every record in the form. This will quickly generate more records that you > want. What is your criteria for creating the change record? I suggest that > you create another form that has data indicating your need to create a new > change request. Your escalation would then run against that form with a Run > If against your create criteria. Then do your push against > ChangeInterface_Create. Finally, this form works pretty well out of the > box. I suspect that there are other mandatory fields that you are not > setting like company, location, requester, etc. > > Regards, > Chuck Baldi > > On Thu, Aug 6, 2009 at 11:04 PM, Christine > <[email protected]>wrote: > > > > > > > I’m trying to use the Escalation process with the form > > CHG:ChangeInterface_Create to create a Change. I’m mostly an admin, > > not a developer. I have not been 100% successful with this. Looking > > for some advice: > > > I am choosing the CHG:ChangeInterface_Create form. In the escalation I > > have no Run If qualifier. > > > If I just have a Set Fields action a record successfully gets created > > in the CHG:ChangeInterface_Create form. The value of the Change > > Template Instance ID is being set in the Template ID field. The > > z1D_Action is being set to CREATE. Again, this does create a record in > > the CHG:ChangeInterface_Create form. > > > It does not however create an actual Change. So I added a subsequent > > Run Process of PERFORM-ACTION-ACTIVE-LINK 4 which from what I can > > discern will run the associated Active Links as if a record was > > submitted manually. > > > I add this Process; update the Time Criteria to run in about 10 > > minutes, save the escalation, turn on the escalation log and wait. The > > escalation comes along with a message of ‘Failed Qualification’. There > > is no Run-If qualification on either the Basic tab or on the Set > > Fields action. I looked at the detail of the Run-If and there are not > > even any spaces in the qualifiers. > > > I deleted the escalation, recreated with just the Set Fields and > > again, a record will be created in CHG:ChangeInterfaceCreate. I add > > the Run Process of PERFORM-ACTION-ACTIVE-LINK 4 and end up again with > > a message in the escalation log of ‘Failed Qualification’. Again I > > check the Run If fields and the field is blank. > > > I tried again with first running PERFORM-ACTION-ACTIVE-LINK 32768 > > (window open) before the Set Fields and this too ends in Failed > > Qualification. > > > Do I need a Run If qualifier to use a Run Process such as above? Is > > there one that you would suggest (sorry, I really am mostly an admin). > > Is the Escalation process the incorrect method to achieve an > > automated, scheduled creation of a Change? > > > Remedy version 7.1.00, patch 002; Change Management 7.0.03, patch > > 007. > > > Thanks much, > > Christine > > > _______________________________________________________________________________ > > UNSUBSCRIBE or access ARSlist Archives atwww.arslist.org > > Platinum > > Sponsor:[email protected]<sponsor%[email protected]>ARSlist: > > "Where the Answers Are" > > _______________________________________________________________________________ > UNSUBSCRIBE or access ARSlist Archives atwww.arslist.org > Platinum Sponsor:[email protected] ARSlist: "Where the Answers Are"- > Hide quoted text - > > - Show quoted text - _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Platinum Sponsor:[email protected] ARSlist: "Where the Answers Are"
