Difference between revisions of "Board Manager Business Process Workflow"

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==Board==
 
==Board==
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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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Use the Board node get Board Information
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<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="AddCommentToBoard"></div>
 
<div id="AddCommentToBoard"></div>
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* Add Comment To Board
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* Get Board Information
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
 
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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|- valign="top"
 
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|style="width:700px"|
 
|style="width:700px"|
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[[File:bpmaddcommenttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmaddcommenttoboard.png|Add Comment to a Board]]
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[[File:bpmaddcommenttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmaddcommenttoboard.png|Get Board Information]]
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==== Add Comment To Board ====
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==== Get Board Information ====
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Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.
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Use this node to retrieve information about a specific Board
 
==== Options ====
 
==== Options ====
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:* '''Board'''
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:* '''Application'''
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:: The name of the Service Manager Board on which the Comment card will be added
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:: The name of the Application the Board belongs too - Mandatory
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:* ''' List '''
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:* ''' Entity '''
 
:: The name of the list from the above specified board to which the Comment card will be added
 
:: The name of the list from the above specified board to which the Comment card will be added
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:* '''Comment'''
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:* '''Entity ID'''
 
:: The actual comment, as it will appear on the card on the Board.
 
:: The actual comment, as it will appear on the card on the Board.
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:* ''' Board '''
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:: The name of the board you wish to get information about
 
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</div>
 
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</div>
 
</div>
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
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<div id="addRequestToBoard"></div>
 
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* Add Request to Board
 
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<div class="mw-collapsible-content">
 
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 
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::{|
 
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|- valign="top"
 
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|style="width:700px"|
 
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[[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Add Request to Board]]
 
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==== 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 ====
 
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:* '''Request Id'''
 
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:: 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
 
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<br>
 
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<br>
 
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|}
 
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</div>
 
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</div>
 
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</div>
 
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 
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<div id="AddUniqueIdForAnchor"></div>
 
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* Remove Request from Board
 
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<div class="mw-collapsible-content">
 
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 
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::{|
 
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|- valign="top"
 
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|style="width:700px"|
 
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[[File:bpmremoverequestfromboard.png|thumb|link=https://wiki.hornbill.com/images/0/07/Bpmremoverequestfromboard.png|Remove Request from Board]]
 
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==== Remove Request from Board ====
 
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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.
 
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<br>
 
−
<br>
 
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|}
 
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</div>
 
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</div>
 
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</div>
 
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<!-- ************************************************END OF OPERATION DOCUMENTATION************************************************** -->
 
  
 
==Card==
 
==Card==

Revision as of 20:22, 2 August 2018

Home > Administration > Board Manager > Business Process Workflow

Introduction

The Board Manager Business Process Workflows are used to automate the creation, movement and management of Boards, Lists and Cards

Related Articles

Board

Use the Board node get Board Information

  • Get Board Information
Get Board Information

Get Board Information

Use this node to retrieve information about a specific Board

Options

  • Application
The name of the Application the Board belongs too - Mandatory
  • Entity
The name of the list from the above specified board to which the Comment card will be added
  • Entity ID
The actual comment, as it will appear on the card on the Board.
  • Board
The name of the board you wish to get information about

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 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.
  • Add Request to 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

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 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.
  • Add Request to 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

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.



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