Kimberly, Thanks for the tips - however, I'm not sure if this will work in our situation. During our onboarding/termination/transfer process, a Change Request is created along with what we call a SAR form (custom form) - the SAR is associated with the CR at this time and sent to the manager. The manager then fills out the SAR form, indicating what applications/services need to be supplied for the employee. It is at this point that they want automation to occur. Right now, our service desk receives notification when the manager submits the completed SAR and they go in and manually attach tasks to the CR. They want us to automate this process - so we will read the SAR form and based on the selections, filters will create tasks attached to the CR.
Can I still use a Task Group Template? My understanding was that Task Templates needed to be automated at the time the CR was created. Is it possible to launch this for a CR that already exists? From: [email protected] santana [via ARS (Action Request System)] [mailto:[email protected]] Sent: Monday, January 10, 2011 7:33 PM To: Brassard, Janet Subject: Re: Creating Tasks via workflow question ** Janet Maybe similar....we use workflow to automate the creation of a task group. I would imagine that based on values in your custom form you could automate a task group to the related change. Filter 1 action 1 gets next id: $PROCESS$ Application-Generate-GUID TMS action 2 push to tms:taskgrouptemplate modifies the matching record where 'InstanceId' = "TM<your task group id>" Filter 2 action1 push to tms:flowbuilder creates a new request Please contact me directly and I will be happy to explain further. Kimberly Santana| Senior Programmer Analyst Oracle Oracle Health Sciences Global Business Unit Oracle is committed to developing practices and products that help protect the environment On 1/10/2011 4:43 PM, JanetB wrote: We have a custom form that is filled out when employees are on/off-boarded. When this form is initially created, a change request is also created and associated with it. The manager then fills in the details on the form and our service desk then selects the appropriate task templates for the change request based on the options selected on the custom form. They now want to automate this task creation. Is this as easy as creating a filter that will Push to TMS:Task form based on the selections or am I missing something? I don't see an Interface_Create for Tasks, but will I be missing pieces if I just Push to the Task form? Is there another (better) way to do this? I understand you can automate via Task Templates associated with the Change Request - but the problem is we don't know what tasks are needed at the time the Change Request is created. We also have another request to spawn new tasks when other tasks are completed, so we need this process for that as well. We are on 7.1 patch 009. _attend WWRUG11 www.wwrug.com ARSlist: "Where the Answers Are"_ [Image removed by sender.][email protected] (904 bytes) Download Attachment</attachment/5909185/0/part1.09070307.05040501%40oracle.com> [Image removed by sender.][email protected] (488 bytes) Download Attachment</attachment/5909185/1/part2.08010901.00050202%40oracle.com> ________________________________ View message @ http://ars-action-request-system.1093659.n2.nabble.com/Creating-Tasks-via-workflow-question-tp5908711p5909185.html To unsubscribe from Creating Tasks via workflow question, click here<http://ars-action-request-system.1093659.n2.nabble.com/template/NamlServlet.jtp?macro=unsubscribe_by_code&node=5908711&code=amFuZXQuYnJhc3NhcmRAU0FHRS5DT018NTkwODcxMXw2ODQ5MTc3OTk=>. -- View this message in context: http://ars-action-request-system.1093659.n2.nabble.com/Creating-Tasks-via-workflow-question-tp5908711p5912486.html Sent from the ARS (Action Request System) mailing list archive at Nabble.com. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org attend wwrug11 www.wwrug.com ARSList: "Where the Answers Are"
