Difference between revisions of "Board Manager Business Process Workflow"
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− | == | + | ==Board== |
Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically. | Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests 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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<!-- ************************************************END OF OPERATION DOCUMENTATION************************************************** --> | <!-- ************************************************END OF OPERATION DOCUMENTATION************************************************** --> | ||
+ | |||
+ | ==Card== | ||
+ | Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically. | ||
+ | |||
+ | <!-- ******************************************************************************************* --> | ||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="AddCommentToBoard"></div> | ||
+ | * Add Comment To Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmaddcommenttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmaddcommenttoboard.png|Add Comment to a Board]] | ||
+ | ==== Add Comment To Board ==== | ||
+ | Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process. | ||
+ | ==== Options ==== | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board on which the Comment card will be added | ||
+ | :* ''' List ''' | ||
+ | :: The name of the list from the above specified board to which the Comment card will be added | ||
+ | :* '''Comment''' | ||
+ | :: The actual comment, as it will appear on the card on the Board. | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
+ | |||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="addRequestToBoard"></div> | ||
+ | * Add Request to Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Add Request to Board]] | ||
+ | ==== Add Request to Board ==== | ||
+ | This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements. | ||
+ | ==== Options ==== | ||
+ | :* '''Request Id''' | ||
+ | :: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to ''Auto''. | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board on which the Request card will be added | ||
+ | :* '''List''' | ||
+ | :: The name of the list from the above specified board to which the Request card will be added | ||
+ | <br> | ||
+ | <br> | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
+ | |||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="AddUniqueIdForAnchor"></div> | ||
+ | * Remove Request from Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmremoverequestfromboard.png|thumb|link=https://wiki.hornbill.com/images/0/07/Bpmremoverequestfromboard.png|Remove Request from Board]] | ||
+ | ==== Remove Request from Board ==== | ||
+ | Use this option to remove a Request from a Service Manager Board at a specific stage in a process. | ||
+ | ==== Options ==== | ||
+ | :* '''Request Id''' | ||
+ | :: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to ''Auto''. | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board from which the Request card will be removed. | ||
+ | <br> | ||
+ | <br> | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- ************************************************END OF OPERATION DOCUMENTATION************************************************** --> | ||
+ | |||
+ | ==Lane== | ||
+ | Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically. | ||
+ | |||
+ | <!-- ******************************************************************************************* --> | ||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="AddCommentToBoard"></div> | ||
+ | * Add Comment To Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmaddcommenttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmaddcommenttoboard.png|Add Comment to a Board]] | ||
+ | ==== Add Comment To Board ==== | ||
+ | Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process. | ||
+ | ==== Options ==== | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board on which the Comment card will be added | ||
+ | :* ''' List ''' | ||
+ | :: The name of the list from the above specified board to which the Comment card will be added | ||
+ | :* '''Comment''' | ||
+ | :: The actual comment, as it will appear on the card on the Board. | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
+ | |||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="addRequestToBoard"></div> | ||
+ | * Add Request to Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Add Request to Board]] | ||
+ | ==== Add Request to Board ==== | ||
+ | This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements. | ||
+ | ==== Options ==== | ||
+ | :* '''Request Id''' | ||
+ | :: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to ''Auto''. | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board on which the Request card will be added | ||
+ | :* '''List''' | ||
+ | :: The name of the list from the above specified board to which the Request card will be added | ||
+ | <br> | ||
+ | <br> | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
+ | |||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="AddUniqueIdForAnchor"></div> | ||
+ | * Remove Request from Board | ||
+ | <div class="mw-collapsible-content"> | ||
+ | <div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;"> | ||
+ | ::{| | ||
+ | |- valign="top" | ||
+ | |style="width:700px"| | ||
+ | [[File:bpmremoverequestfromboard.png|thumb|link=https://wiki.hornbill.com/images/0/07/Bpmremoverequestfromboard.png|Remove Request from Board]] | ||
+ | ==== Remove Request from Board ==== | ||
+ | Use this option to remove a Request from a Service Manager Board at a specific stage in a process. | ||
+ | ==== Options ==== | ||
+ | :* '''Request Id''' | ||
+ | :: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to ''Auto''. | ||
+ | :* '''Board''' | ||
+ | :: The name of the Service Manager Board from which the Request card will be removed. | ||
+ | <br> | ||
+ | <br> | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- ************************************************END OF OPERATION DOCUMENTATION************************************************** --> | ||
+ | |||
[[Category:Board Manager]] | [[Category:Board Manager]] |
Revision as of 20:16, 2 August 2018
Home > Administration > Board Manager > Business Process Workflow
IntroductionThe Board Manager Business Process Workflows are used to automate the creation, movement and management of Boards, Lists and Cards |
Related Articles |
Board
Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically.
- Add Comment To Board
Add Comment To Board
Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.
Options
- Board
- The name of the Service Manager Board on which the Comment card will be added
- List
- The name of the list from the above specified board to which the Comment card will be added
- Comment
- The actual comment, as it will appear on the card on the Board.
- Add Request to Board
Add Request to Board
This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board on which the Request card will be added
- List
- The name of the list from the above specified board to which the Request card will be added
- Remove Request from Board
Remove Request from Board
Use this option to remove a Request from a Service Manager Board at a specific stage in a process.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board from which the Request card will be removed.
Card
Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically.
- Add Comment To Board
Add Comment To Board
Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.
Options
- Board
- The name of the Service Manager Board on which the Comment card will be added
- List
- The name of the list from the above specified board to which the Comment card will be added
- Comment
- The actual comment, as it will appear on the card on the Board.
- Add Request to Board
Add Request to Board
This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board on which the Request card will be added
- List
- The name of the list from the above specified board to which the Request card will be added
- Remove Request from Board
Remove Request from Board
Use this option to remove a Request from a Service Manager Board at a specific stage in a process.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board from which the Request card will be removed.
Lane
Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically.
- Add Comment To Board
Add Comment To Board
Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.
Options
- Board
- The name of the Service Manager Board on which the Comment card will be added
- List
- The name of the list from the above specified board to which the Comment card will be added
- Comment
- The actual comment, as it will appear on the card on the Board.
- Add Request to Board
Add Request to Board
This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board on which the Request card will be added
- List
- The name of the list from the above specified board to which the Request card will be added
- Remove Request from Board
Remove Request from Board
Use this option to remove a Request from a Service Manager Board at a specific stage in a process.
Options
- Request Id
- This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
- Board
- The name of the Service Manager Board from which the Request card will be removed.