Difference between revisions of "Link Action Item"
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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/link-action/ Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Link Action|link=https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/link-action/]] | ||
| + | <!-- | ||
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Link Action Item | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > Link Action Item | ||
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== Related Articles == | == Related Articles == | ||
| − | + | :* [[Service_Manager_Relationships|Relationship Links]] | |
| + | :*[[Service_Manager_Business_Process_Workflow#Access_Control|Access Control]] | ||
|} | |} | ||
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[[File:Link_Action_Item.png|right|400px]] | [[File:Link_Action_Item.png|right|400px]] | ||
| + | Use the Search bar to find related requests and link them to the request. | ||
| + | |||
| + | * Filters - Use the supplied filters to narrow the returned results, options include Status, Type, Customer, Owner, Service | ||
| + | * Link - From the Returned Results, use the '''Link''' button next to each request, to link it to the request | ||
| + | :* Relationships - If Service Manager Relationship Links have been configured, choose from one of the available Link types, to create not only a link, but a defined relationship between the requests. If Relationship Links have not been configured, no drop down will appear, and requests will use the generic '''Link''' option. | ||
==Raising Linked Requests== | ==Raising Linked Requests== | ||
| − | [[Category: | + | As well as linking the request to other existing requests, you can use the '''Raise New Linked Request''' option to create a new request, which will automatically be linked to the request. |
| + | |||
| + | * The Request Types available will depend on your rights to raise the different request types. | ||
| + | * Choosing the Request Type for the Linked Request, will initiate the Progressive Capture for that Request Type | ||
| + | :* The Summary and Description from the original request will be populated into the '''Request Details''' Progressive Capture form fields, if selected in the Progressive Capture flow. | ||
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| + | ==Linked Requests== | ||
| + | |||
| + | As soon as the request is either linked to other existing requests, and or a new request is created from the request, a new collapsable section will appear on the request view. | ||
| + | |||
| + | * Linked Requests will be displayed | ||
| + | * Options to Unlink or edit the Relationship Link (If Relationship Links have been configured and used) will be presented | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
| + | <!-- https://docs.hornbill.com/servicemanager-user-guide/service-portfolio/requests/link-action --> | ||
Latest revision as of 00:52, 30 January 2024
This document can now be found at its new location in the Hornbill Document Library.
