Generate a new Request Item from an existing Request

[tahnalos]

Hello

We have a requested Item which is quite large in terms of scope.  While this requested item has a lot of Catalog Tasks that are being generated, some of them do not need to be used based on workflow.  A suggestion has been made to split the Requested Item in two, and have the second one with its catalog tasks initiate only when the first one has certain criteria completed when their catalog tasks are complete.  How can we generate this second RITM in the same request in this circumstance?

Thanks

[jMarshal]

I'd strongly recommend to literally separate them into 2 different items, with the second one being published without a category, so that it can't just be selected from the catalog.

Start with creating an exactly copy of the catalog item in question (and a copy of it's workflow)...and from there it should be easy to separate them as you desire - removing the variables from each, which are going to be covered by the other and adjusting the workflow(s) such that the first one creates the catalog item of the other, when desired.

[tahnalos]

Yes, that is the intent, to split the RITM into two.  But the question is how to adjust the flow designer to create the second RITM dependant on the result of certain catalog tasks. (we aren't using Workflow in our instance).

[jMarshal]

I think you'll need 4 flows here. 2 which are "catalog item flows" which initiate from the catalog (these are the native flows for each item), so each can be ordered independently (to initiate) -- but then a "duplicate" of each, which are subflows that can be called by the 2 "regular flows"...and you'll need to update them simultaneously, too (when you update the "primary flow", make sure to update the associated subflow)...