Board Manager Business Process Workflow

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. Board Manager options can be used in other Hornbill Applications through the Business Process Designer. Use the Automated Tasks node, and 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 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.

• Add Card To Board

File:Boardmanageraddcardtoboard.png Add Comment to a Board Add Card To Board Use this node to manually add a card to a Board at the required stage in a process. Options Application Optionally choose which application the card you want to add to the board originates from. The benefit of doing this, is it will automatically define and populate the values for the Title, Content, Link, Card Type options below. If you want to manually set these values for the card you are adding, then leave this option as Auto otherwise it will overwrite any manually entered values in the other options mentioned previously. Key The Key identifier for the new card, in the case of Service Manager requests this will be Requestid Board The name of the Board on which the card will be added Lane The name of the lane from the above specified board to which the card will be added 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 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 Value A value for the card, for example scrum points, cost Progress A numerical value between 0-100 to represent the progress to completion on the card Title The title of the card on the board. This value will be ignored if the Application option is populated Content The content of the card on the board. This value will be ignored if the Application option is populated Link This will allow you to open in a pop up or other tab if configured. This value will be ignored if the Application option is populated Card Type The type of the new card, there are various card types to choose from, please review these on the Card Types wiki page. This value will be ignored if the Application option is populated

• 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.