Board Manager Business Process Workflow
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IntroductionThe Board Manager Business Process Workflows are used to automate the creation, movement and management of Boards, Lists and Cards |
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Boards
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.
