Difference between revisions of "Boards Action Item"

Latest revision as of 18:14, 10 April 2024

This document can now be found at its new location in the Hornbill Document Library.

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+This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/boards-action/ Hornbill Document Library].
+[[file:hornbill-document-library.png|Boards Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/boards-action/]]
+<!--
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+__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Boards Action Item
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 == Introduction ==
-The Schedule Action Item lets you define a start and end date for when this request will be implemented. This feature is only available for Change Requests and Releases.
+The Boards Action Item lets you both add a request to one or more Boards and specific Board lists, as well as view which Boards the request is already present on.
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 == Related Articles ==
-:* [[Change Requests]]
+:* [[My_Boards|Boards]]
-:* [[Release_Requests|Release Requests]]
+:* [[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]]
-:* [[Change Calendar]]
 |}
 <BR>
-== Adding and Removing a Schedule ==
-The ''Schedule Action'' can be used for both adding a schedule and removing a schedule.  A ''From'' and a ''To'' date fields are provided
-:* '''Schedule Change'''
-:: Both a ''From'' and a ''To'' date are required when scheduling a change or release.  Once the dates are entered you can click on the ''Schedule Change'' button to add the schedule and have it display on the Calendar.
-<br>
-<br>
-== BPM Workflow Automation ==
+== Adding a request to a Board ==
-[[File:schedulechangebpm.png |right|400px|link=]]
+[[File:Board_Action_Item.png|right|400px]]
-The adding and removing of a Change Schedule can be automated within the BPM Workflow.
-:* '''Add to Change Calendar'''
+From the drop down select the Board and List you wish to add the request too.
-:: The ''From'' and ''To'' dates are set by selecting the number of days from the point that this step in the process is reached.  For example ''Start this change 5 days from now and finish in 6 days from now''.  The corresponding dates will be automatically added.
+* The list of Boards displayed will be filtered to those which the viewing analyst has the rights to view and add too.
-:* '''Remove from Change Calendar'''
-:: This will remove both the ''From'' and ''To'' dates from a change request.  This can be useful for when a change or release has been rejected after it has been scheduled or you may want to remove the change from the Change Calendar once the change / release has been completed.
+== Viewing the Boards a request is already present on ==
+Once the request has been added to one or multiple Boards, either manually from the request or through business process automation, the boards the request is on will be visible.
+* You can click on the board, to be taken directly to the board to view the request on the board
+== Removing a request from a Board ==
+Each Board listed in the Boards action item provides an X which when selected the request that you are currently viewing will be removed from that board.  This option is not available to users that ''Read Only'' access to a board.
+-->
+[[Category:HDOC]]

Difference between revisions of "Boards Action Item"

Latest revision as of 18:14, 10 April 2024

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