Board Manager Business Process Workflow

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Introduction The Board Manager Business Process Workflows are used to automate the creation, movement and management of Boards, Lists and Cards. Board Manager options can be used in other Hornbill Applications with the Business Process Designer, under the Automated Tasks node, find the Board Manager options under the Application drop down.

Related Articles Business Process Designer Request Variables

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.