Automatic Create Requests

Author

Message

SysAider

Automatic Create Requests

Feb. 04, 2017 07:55 AM

Good Morning,

Is it possible to create automatic service requests on Sysaid through tasks or projects? We have some work that must be done daily by our support technicians. I would like daily tickets to be created so that the technician could carry out the tasks and register the results as in a normal request made through the portal or email.

Thank you,

Danny Tashiev

SysAid Product Manager Community Manager

5260

Re: Automatic Create Requests

Feb. 05, 2017 11:05 AM

Hi jcazeri,

Yes, it's possible. You will need to configure a notification that creates an SR under Settings > Tasks & Projects > Notifications, then use it in the "Notification" tab of the Task.

Cheers,
Danny

EgiszZ

SysAider

Re: Automatic Create Requests

Nov. 03, 2021 01:57 AM

Is it then possible to automatically update Project task state based on created SR?

Maayan Karstaedt

SysAid Product Manager Community Manager

299

Re: Automatic Create Requests

Jan. 13, 2022 02:32 PM

Hi EgiszZ,

Did you already figure it out? If not can you share more about what you are trying to build?
It might be a task for our powerful workflow Designer learn more about it here:

Workflow Designer

Let us know what you did in the end!
Cheers,
Maayan

EgiszZ wrote:Is it then possible to automatically update Project task state based on created SR?

Karlson

SysAid Wiz

1264

Re: Automatic Create Requests

Jan. 13, 2022 04:29 PM

Hey EgiszZ,

If you use the "Linked elements" field in the project template, you as the person responsible for the project can follow the inquiries and change the progress of the project manually.
Automatic processing is not possible.

Otherwise I can only recommend following Maayan's suggestion to work with the workflow designer.

best
Karlson

Maayan Karstaedt wrote:Hi EgiszZ,

Did you already figure it out? If not can you share more about what you are trying to build?
It might be a task for our powerful workflow Designer learn more about it here:

Workflow Designer

Let us know what you did in the end!
Cheers,
Maayan

EgiszZ wrote:Is it then possible to automatically update Project task state based on created SR?

Automatic Create Requests

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