Using RITM vs Catalog Tasks

JimmieOdelius
Tera Expert

Hi.

I'm wondering how people are "supposed" to work with catalog items.

  • The request itself DOES NOT send out information by email to the caller/requester/initiator.
  • The request item DOES send out information by email to the caller/requester/initiator.
  • And finally the Catalog Task DOES NOT send out information by email to the caller/requester/initiator.

I've currently designed my workflows so that our technicians will only work with catalog tasks, but this prevents customer conversation.

A solution for this could be to use the request item record instead to work with the request but this makes it hard when the request has to be worked on from different assignment groups etc. making a workflow useless.

One solution could be to work with the request item as well as create catalog tasks when other assignment groups need to work on the request. This prevents customer conversation from these "sub-tasks" however as well as we need to teach the organization different work procedures depending on what kind of ticket they are working on which makes this solution not so pretty.

Has anyone here had this issue? How did you solve it?

Ideally we would only work with catalog tasks and simply ignore the request item and request and let the workflow handle them when it's time.

1 ACCEPTED SOLUTION

Slava Savitsky
Giga Sage

You can have all the work done on Catalog Task level. To allow communication between the requestor and the delivery teams, you can add the comments from the RITM level to the Catalog Task form layout. This way comments will be shared by all tasks.


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21 REPLIES 21

Hi Jimmie,



I was wondering how you were able to use the field requested_item.comments on the task form?



Cheers,


Brendan


Hi Brendan.



I did it through the Configure > Form Layout, then choose "Requested Item" and click "Expand selected reference field" and finally choose "Comments".



Regards,


Jimmie Odelius


Hi Jimmie,



Cheers, I thought that was it.



I have tried that, however the additional comments do not show up at all



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find_real_file.png



Is there anything else you needed to configure to get them in the task form?


Hi again Brendan.



There shouldn't be anything else. What version are you running? I had an issue in earlier versions of Geneva where if you set fields to read only on the parent record they didn't show up on the "child" record.



Regards,


Jimmie Odelius


yeah its strange.



Running on Helskini