A maintenance window is a recurring period of time designated in advance, during which preventive maintenance that could cause disruption of a service may be performed. It is now possible to define such maintenance windows and relate them to specific service instances. A new Maintenance window field has been added to the Service Instance form. […]
Category Archives: Workflow Management
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Patrick Bakker
Shop Articles Appear in Search Results
Shop articles can now appear in the global search of both 4me Self Service and the Specialist Interface. When a shop article search result is followed in self-service, the user will be taken to the details of the article in the context of the shop. This means that the ‘Add to Cart’ button is then […]
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Patrick Bakker
Create Note at Request Generation
The Request note field has been added to the ‘Request Generation’ section of a task. This probably needs some explaining. In 4me, not only can a request start a workflow, but a workflow task can also generate a new request. This is especially helpful for enterprises when working with external providers. Usually, a request template […]
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Patrick Bakker
Improved Approvals Involving Delegates
For many organizations the summer holiday period is approaching and that means that delegates will be appointed more often to take over approval tasks. If an approval delegate was selected in an out of office period, then any approval task that gets assigned to the unavailable person during this period is automatically forwarded to the […]
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Patrick Bakker
Access Workflows with Project Task Automation Rules
From a workflow it is possible to start a project. It is now also possible for an automation rule to access the workflow that started the project. One use case would be for an organization to create an automation rule that completes the workflow that started a project, as soon as that project is completed. […]
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Patrick Bakker
Maintenance Schedules for All Configuration Items
Since last week, a feature is available in production that allows for workflows to be automatically generated for recurring maintenance tasks of configuration items. Because it was assumed that this feature was only relevant for physical assets and servers, it was restricted to those product categories (and respective rule sets). After feedback from the community, […]
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Patrick Bakker
Added Phase Filter for Workflow Reports
A few weeks ago, the new workflow status ‘In Progress’ was introduced, replacing the old statuses ‘Risk & Impact’, ‘Approval’ and ‘Implementation’. This means that whenever a workflow task of the category ‘Risk & Impact’, ‘Approval’ or ‘Implementation’ is in progress, the workflow status is set to ‘In Progress’. By defining separate phases within the […]
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Patrick Bakker
Recurring Workflows for CI Maintenance
When a task needs to be performed on a regular basis then it is best to create a recurring workflow for this in 4me. An example of this is maintenance tasks for configuration items. But when an organization has many assets that require regular maintenance, and when those tasks cannot always be performed at the […]
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Patrick Bakker
Skip Recurrences Based on Calendar
Recurring processes in 4me can be set up quite flexibly. Repeats can be set to daily, weekly, monthly, or yearly and depending on that cycle the recurrence may be defined for one or multiple months, days of the month, or days of the week. But even though this flexibility allows a workflow or export to […]