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Start Checklist Wizard nin Change module?

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Robin Muilwijk
Frequent Contributor.

Start Checklist Wizard nin Change module?

Hi,

Wondering if we can somehow start the checklist wizard from the change module in servicedesk? It is now an action only available in service call module.

I know i can start it with a UI Rule, but would prefer an action.
6 REPLIES
Ruth Porter
Acclaimed Contributor.

Re: Start Checklist Wizard nin Change module?

Hi Robin,

Checklists are only available with service calls and as fara as I am aware there is no way you can get them to run from a chnage.

As a way round I can think of 2 approaches:

1. You log these as service calls and once the checklist has been done you turn it into a chnage using the "Create change - copy ..." system action.

2. You set up a custom text field and put the questions that you want in a checklist there.

Hope this helps

Ruth
http://www.teamultra.net
Ramaprasad N
Outstanding Contributor.

Re: Start Checklist Wizard nin Change module?

In our environment, we have a document attached to each change, which has the internal questionaire and it's answers by the change owner. It would have been better if we had the check-list option for changes, but unfortunately, we don't have it in the current release.
Robin Muilwijk
Frequent Contributor.

Re: Start Checklist Wizard nin Change module?

Hi,

Thanks for the quick response. What I did was put a boolean field on the form. With a UI rule i check this boolean, once true it start system action > checklist wizard. Not sure if we keep this, were also thinking of attaching the questions list as attachment.
Ruth Porter
Acclaimed Contributor.

Re: Start Checklist Wizard nin Change module?

Hi robin,

You say "What I did was put a boolean field on the form. With a UI rule i check this boolean, once true it start system action > checklist wizard" but on my system I don't get offered the checklist wizard on a UI rule action for a change. How have you managed to do this?

Regards

Ruth
http://www.teamultra.net
Robin Muilwijk
Frequent Contributor.

Re: Start Checklist Wizard nin Change module?

Hi,

Seen a HP guy do this, remembered how. Once you are setting up that ui-rule, and you add a system action you get a screen/form. On the right top you see it is being filtered !! Just remove filtering on "Filter...", then it shows Checklist Wizard as option.
Ruth Porter
Acclaimed Contributor.

Re: Start Checklist Wizard nin Change module?

WOW !!!! What a great trick - sorry I can't give you some points for sharing this.

Regards

Ruth
http://www.teamultra.net