Request Management States and Stages Best Practice?

David3344
Tera Contributor

Hello,

 

I'm looking for some guidance on working with States/Stages within flow designer, particularly in terms of Requested Items. I'm open to any guidance of how/why stages/states used for Request Management.

 

Background:

First, below is my understanding of closure States/Stages within Flow Designer & Request Management. Please let me know if I'm misunderstanding the purpose of any of these. (For reference, I'm referring to this article, but I'm using Flow Designer, not Workflow Editor.)

 

Request Item States

  • Closed Complete = Request Item has been fulfilled
  • Closed Incomplete = Request Item was not/could not be fulfilled

Request Item Stages

  • Completed = Stage was completed successfully
  • Request Canceled = Stage was not completed, and the request item should be closed incomplete

The Issue:

What I'm hoping for:

  1. Catalog Task within RITM is marked "Closed Incomplete"
  2. The RITM is marked "Closed Incomplete" and the RITM stage is "Request Canceled"
  3. If there are no other RITMs on the REQ, then the REQ should be closed incomplete.

What I'm actually observing:

  1. Catalog Task within RITM is marked "Closed Incomplete"
  2. The RITM is marked "Closed Complete" and the RITM stage is "Request Canceled"
  3. The REQ is marked "Closed Incomplete"

 

My real question is, if the RITM is being canceled/not completed, shouldn't it be set to "Closed Incomplete" rather than "Closed Complete"?

 

Below images for context (added as attachments as well). I'm open to any input/constructive criticism. 

 

David3344_0-1761593505590.png

David3344_1-1761593732396.png

 

 

0 REPLIES 0