Catalog Tasks needs to show related Requested Item

[daniellethomson]

Hello!

We are working on creating a New hire process. I have created the workflow, works beautifully! The workflow creates catalog tasks to our Service Desk and HR. The problem is that on the catalog task there is no reference to the requested item (our new hire form) so that the assignee of the task knows what they are completing. Any ideas on how to add the requested item to the catalog task to be viewable from the same screen?

Hoping this makes sense!

Thank you,

Danielle

[Patrick Schult2]

If you submit a brand new request, then navigate into the Request Item, there should be a link at the bottom of the form that says "Show workflow" - it should show you where in the workflow the RITM is at. If it has already gotten past the Catalog Task activities, then you should see tasks associated with the RITM in the related list at the bottom.

I would also make sure the REQ is marked as 'approved' - as the RITM workflow won't start until that happens. There should be a workflow driving the REQ you just submitted. If not, the REQ is in limbo until it's approved. You can pull up the REQ form and click that "Show workflow" button at the bottom to see where it's at.

[daniellethomson · Accepted solution]

I figured it all out... just took the entire morning. I needed to create an approval workflow from the sc_request table before the workflow on the sc_req_item table ran properly. What a headache, but I would never have arrived at that answer with your assistance Patrick.

Thank you!!