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Replies posted by CHNgoh

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C
Apprentice
CHNgohApprentice
asked in Ticket & Workflow Management

Possible to create a contract upon approval of service request via workflow automator?

A few scattered thoughts. You can create a workflow rule on service request of a specific item... add a task.  A task can have a reminder with certain defaults as far as the reminder frequency 1w, 2w, 1m, 6m,1y. Not probably as granular as you would like.   You could also fire the creation of a project on a service request as well if you want to go that way.   Finally, a manual method would be adding an item in the schedule module. Thank you for sharing your thoughts. I would agree with you that the current FreshService feature set does not offer such granularity that I am hoping for. In fact, the automation that I am imagining is, once the approval is obtained, the automation will kick in to set a reminder, send email to requester for extension or termination, extend the expiry should the requester choose to, and restart the cycle, or set a task for the helpdesk to get the team to deactivate and remove the service.Am also wondering if a service request automation can kick start a con

4
mmccoy
Skilled Expert
2 years ago

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