Hope this helps. It depends on how you want to do it and how efficient it is for YOUR process.
Option 1: Use Abydos Designer (3rd party tool where you can create a process that gathers info from the end user and creates a Change Request with the exact fields you want and variables filled out without creating AOT's, PDT's. This is by far the easiest. Option 2: This to me is easiest OOB way to do it. Now with conditions and query menus, one SRD can be used to map to different prod cats. 1. Create a Change template (or you don't have to) which has certain fields prepopulated so you don't have to always map it from the SRD. You may have custom fields that are just easier to map using the Change template without having to expose fields to SRM. 2. Create an AOT to link the Change template or don't use a template. If you don't see the available fields OOB for Change, you may need to add these. (There's a field mapping section in App Admin Console > SRM Section... ) 3. Create PDT and map the variables to the fields exposed in the AOT 4. Create SRD with questions and in the menu dropdowns, have the user displayed value and make sure the stored value matches with what your product cat tiers are. 5. When mapping the questions to the variables, use the stored value and not the user displayed value on the questions that reflect your product categorization choices. Option 3 (This to me is the least efficient way to do it): 1. Create multiple Change templates with different product categorizations in each one. 2. Create individual AOT's that map back to each Change Template 3. Create individual PDT's for each AOT, OR have a variable in the PDT in which depending on the answer to a question on the SRD, a different AOT gets activated. From: Action Request System discussion list(ARSList) [mailto:[email protected]] On Behalf Of John Doe Sent: Friday, June 24, 2011 5:37 AM To: [email protected] Subject: SRM 7.6.04 and change templates ** Hello all, How would I get an SRD question to dictate an operational or product categorization on a Change Template? For instance, I would like a question on the SRD to be mapped to the prodcat and the answer to that question would dictate the prodcat which would in-turn help dictate the template used. We would have several templates setup that reflect the different prodcat choices. We would like to have everything go off of templates. I am having difficulty because the questions map to the Service Request form, I thought they mapped to the Change Infrastructure Change request form or the Change Template form. As you can see, my logic was a little off. Hopefully, you all can help me get back on track. Any help or advice would be greatly appreciated. Thank you _attend WWRUG11 www.wwrug.com ARSlist: "Where the Answers Are"_ ********************************************************************** This e-mail and its attachments may contain Forest Laboratories, Inc. proprietary information that is privileged, confidential or subject to copyright belonging to Forest Laboratories, Inc. This e-mail is intended solely for the use of the individual or entity to which it is addressed. If you are not the intended recipient of this e-mail, or the employee or agent responsible for delivering this e-mail to the intended recipient, you are hereby notified that any dissemination, distribution, copying or action taken in relation to the contents of and attachments to this e-mail is strictly prohibited and may be unlawful. If you have received this e-mail in error, please notify the sender immediately and permanently delete the original and any copy of this e-mail and any printout. _______________________________________________________________________________ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org attend wwrug11 www.wwrug.com ARSList: "Where the Answers Are"
