Skip to main content
Solved

Question about workflow : Placeholder Item Description

  • February 21, 2022
  • 4 replies
  • 282 views

raymondcanilao
Skilled Expert
Forum|alt.badge.img+9

Hi Team,

 

Just want to ask if I can add/have an unlisted placeholder for my workflow?

I have created a workflow for  SR - hardware provisioning where it should send an email notification once a ticket has been resolved or approved with details such as item name, cost and description. However, the only available selections are the item name and cost? I also, tried to use 'all the fields', but still no description and don't like to have other fields displayed except for the 3 (item name, cost, description).

 

 

How can I get the description of the service item like this?

 

 

Best answer by zachary.king

@raymondcanilao I have to agree with @mfedele. Custom Objects is the way to go to save some time with updating workflows! 

Here is some documentation on them

https://support.freshservice.com/support/solutions/articles/50000003817-lookups-to-custom-objects

View original
Did this topic help you find an answer to your question?

4 replies

mfedele
Skilled Expert
Forum|alt.badge.img+7
  • Skilled Expert
  • 14 replies
  • February 21, 2022

Hi Raymond,

 

You can insert and use the custom fields of your Service Request (hardware provisioning ) by finding the name of Item in the highlighted field below : if your Item is “hardware Provisioning”, all the custom fields of your SR will display and you could use it in your notifications and/or workflows.

 

 

As I know, it is possible to exploit the “Description” field of the Item itself, as the placeholder does not exist, so you cannot add it to your notification. 

 

Hav a nice day !


raymondcanilao
Skilled Expert
Forum|alt.badge.img+9
  • Author
  • Skilled Expert
  • 65 replies
  • February 21, 2022

Thanks mfedele. However i have a lot of hardware SR. It is tedious to have condition block per SR item. 


mfedele
Skilled Expert
Forum|alt.badge.img+7
  • Skilled Expert
  • 14 replies
  • February 21, 2022
raymondcanilao wrote:

Thanks mfedele. However i have a lot of hardware SR. It is tedious to have condition block per SR item. 

Maybe i did not understand your need in your first post ? … or maybe my answer was not clear

 

you can add placeholders description from each Item :

 

 

 

If it is tedious for you to modify all your workflows and I understand (we manage around 70 kind of devices in hardware Provisoning) you can use Custom Objects to do it simply.


zachary.king
Skilled Expert
Forum|alt.badge.img+16
  • Skilled Expert
  • 951 replies
  • Answer
  • February 21, 2022

@raymondcanilao I have to agree with @mfedele. Custom Objects is the way to go to save some time with updating workflows! 

Here is some documentation on them

https://support.freshservice.com/support/solutions/articles/50000003817-lookups-to-custom-objects


Reply