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Replies posted by WQOlivia

3 Replies

W
Contributor
WQOliviaContributor
asked in Automations

How can I go back to the planning stage after a rejected approval in a change?

Hello @WQOlivia, to accomplish what you are looking for you need to make adjustments to your Change Lifecycles based on the type of Change it is (ex. Standard, Minor, Major). There you should be able to allow changes to transition to different stages, and even require certain criteria be met to do so. Also changes do allow you to request approval more than once. If yours are not letting you do this I would suggest you reach out to support@freshservice.com to make sure your instance is functioning correctly. Here you can see the request was rejected and I have the option to move it back to planning stage. And under the same rejected change, I can now request approval again and then continue on in the change lifecycle To do so I modified our change lifecycle to allow transitions to include planning and closed from the “Awaiting Approval” stage From here you can look at including workflow automators to automate some of these processes. Hope that helps! Take care This very much helps, my

4
zachary.king
Skilled Expert
1 year ago
W
Contributor
WQOliviaContributor
asked in Automations

When a task is updated create service request

I think your best option is to create a SR with task completion rather than locking the child tickets. you can use the Task Automator with an event of Task closed using conditions of the requested item and group ID. then use a webhook to create a SR   something similar to this?     I was looking into something like that - but am having difficulty with the webhook aspect. I am unsure how to properly create the service request with that, and I also wonder if it would be possible to make that webhook created serivce request related to, or the child of, the main service request. Any help on that is much appreciated!

4
afautley
Skilled Expert
1 year ago
W
Contributor
WQOliviaContributor
asked in Automations

When a task is updated create service request

Accidentally replied to you here, see quoted reply below!

4
afautley
Skilled Expert
1 year ago

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