Board Manager Business Process Workflow: Difference between revisions
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This document can now be found at its new location in the [https://docs.hornbill.com/boardmanager-config/customize/workflow Hornbill Document Library]. | |||
[[file:hornbill-document-library.png|Board Manager Workflow|link=https://docs.hornbill.com/boardmanager-config/customize/workflow]] | |||
[[Category:HDOC]] | |||
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{{Breadcrumb|[[Main Page|Home]] > [[Administration]] > [[Board Manager Administration |Board Manager]] > Business Process Workflow|Board Manager}} | |||
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==Board== | ==Board== | ||
Use the Board node get Board Information | Use the Board node get Board Information | ||
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<div id="AddCommentToBoard"></div> | <div id="AddCommentToBoard"></div> | ||
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==Card== | ==Card== | ||
Use the Cards nodes to automatically add, move, get info or remove a CARD from an existing Board. Cards can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically. | Use the Cards nodes to automatically add, move, get info or remove a CARD from an existing Board. Cards can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically. | ||
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<div id="AddCardToBoard"></div> | <div id="AddCardToBoard"></div> | ||
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:: The name of the lane from the above specified board to which the card will be added | :: The name of the lane from the above specified board to which the card will be added | ||
:* '''Lane Column''' | :* '''Lane Column''' | ||
:: The column within a lane which the new card will be added to, if not specified the card will be added to the first column in the lane | :: The column within a lane which the new card will be added to, if not specified the card will be added to the first column in the lane. This option expects a zero based index to the column, so the supplied value should the column number minus 1. | ||
:* '''Order''' | :* '''Order''' | ||
:: The position the card will appear in on the lane of the board, if not specified the card will appear at the top of the lane. You can use the '''Get Lane Information''' option to get the next available position for a card on the lane | :: The position the card will appear in on the lane of the board, if not specified the card will appear at the top of the lane. You can use the '''Get Lane Information''' option to get the next available position for a card on the lane | ||
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<div id="addRequestToBoard"></div> | <div id="addRequestToBoard"></div> | ||
* | * Get Card Information | ||
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[[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Get Card Information]] | [[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Get Card Information]] | ||
==== | ==== Get Card Information ==== | ||
This | This Hornbill Automation retrieves the details about a card on a board. This includes the lane that the card resides in on the board, the progress made on the card, the order of the card on the board and other useful properties. This node can be used once at the beginning of a Workflow stage and does not need to be used each time you want to move or remove a card in a stage. | ||
==== Options ==== | ==== Options ==== | ||
:* '''Board''' | :* '''Board''' | ||
:: This is a mandatory | :: This is a mandatory option and is needed to identify the board that the card resides in. | ||
:* '''Lane''' | :* '''Lane''' | ||
:: | :: This option can be set with name of the lane that the card resides in. This is optional and should only be set when a card with the same key appears with two different types on the same board. In Service Manager, | ||
:* '''Key''' | :* '''Key''' | ||
:: The key identifier for the card | :: The key identifier for the card. For example in Service Manager, the Id of a Request is the key identifier. | ||
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==Lane== | ==Lane== | ||
Use the Lane operation to get information about the card position and order in the lane, in order to have the information available when using other operations like '''Add to Board''' and '''Move on Board''' if you want to add a card to the next position on a lane, as appose to always adding it to the top. | Use the Lane operation to get information about the card position and order in the lane, in order to have the information available when using other operations like '''Add to Board''' and '''Move on Board''' if you want to add a card to the next position on a lane, as appose to always adding it to the top. | ||
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
<div id="GetLaneInformation"></div> | <div id="GetLaneInformation"></div> | ||
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</div> | </div> | ||
</div> | </div> | ||
Latest revision as of 21:53, 3 June 2024
This document can now be found at its new location in the Hornbill Document Library.
