How to "promote" a service request to a change?
I've set up a workflow for our change requests, and by looking at the Change Management documentation, this changes them automatically to a Service Request.
The documentation says, "In the past, service requests in TeamDynamix represented anything that needed approval. When workflow attached to a ticket that's just been created, the ticket's classification changes to service request. You can use the workflow to force the correct classification, by changing the promotion classification to change, and by having the promotion occur before the first step of the workflow. "
My question is, how do I do this? None of the workflow steps seem to do this, from what I can tell.
Thanks in advance!
Answer (1)
Hello Kay,
Go to the workflow's builder view in the TDAdmin area of that ticketing application. You can click Workflow > Details, and set up a promotion classification and set it to happen when "step starts" and choose the step of the workflow at which you want it to promote the classification to whatever you chose in the promotion classification field.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
I'm sure it's somewhere really obvious, and I'm going to kick myself... - Kay Masters Tue 8/13/24 3:43 PM