Shop articles can now appear in the global search of both 4me Self Service and the Specialist Interface. When a shop article search result is followed in self-service, the user will be taken to the...
Category: Workflow Management
The Request note field has been added to the ‘Request Generation’ section of a task. This probably needs some explaining. In 4me, not only can a request start a workflow, but a workflow task can...
For many organizations the summer holiday period is approaching and that means that delegates will be appointed more often to take over approval tasks. If an approval delegate was selected in an out of office...
Since last week, a feature is available in production that allows for workflows to be automatically generated for recurring maintenance tasks of configuration items. Because it was assumed that this feature was only relevant for...
A few weeks ago, the new workflow status ‘In Progress’ was introduced, replacing the old statuses ‘Risk & Impact’, ‘Approval’ and ‘Implementation’. This means that whenever a workflow task of the category ‘Risk & Impact’,...
When a task needs to be performed on a regular basis then it is best to create a recurring workflow for this in 4me. An example of this is maintenance tasks for configuration items. But...
Recurring processes in 4me can be set up quite flexibly. Repeats can be set to daily, weekly, monthly, or yearly and depending on that cycle the recurrence may be defined for one or multiple months,...
When a workflow in progress contains multiple tasks of different categories (‘Risk & Impact’, ‘Approval’ or ‘Implementation’), the workflow status is set to the category of the open task that was started most recently. This...
The Skill Pool filter has been added to tasks. Both from the ‘Tasks’ section of the Records console and from the task-related reports from the ‘Reports’ section of the Analytics console, it is now possible...
A new category for workflow tasks has been added to tasks and task templates. In addition to Risk & Impact, Approval, and Implementation tasks (and the Fulfillment Placeholder task, which was added for the 4me...
When a request is forwarded to a trusted account, specialists within that account can continue to access that record, even after it is no longer assigned to someone from that account. This works differently for...
When a person’s approval is needed for a task or a project task, and that person has not turned off email notifications, an email is sent that can contain links to approve or reject the...
The functionality that was added for the enhancement ‘Add a Note to an Approval Task’ also works for ‘Risk and Impact’ and ‘Implementation’ tasks and project tasks of the category ‘Activity’. Instead of three options...
By adding a new field to the task template record type, organizations can now decide for themselves if they want notes to be required, optional, or hidden for approval tasks. The Note behavior field actually...
The Workflow Progress Tracker shows the individual phases of a workflow and the current progress of that workflow. It even shows the completion date or completion target of these phases, when a user hoovers the...
The Workflow Progress Tracker allows requesters to track the progress of their requests, even when these are linked to a workflow. This progress tracker is presented at the top of any open request that is...
If a workflow task contains one or more automation rules, the automation rules icon is shown next to that task in the Gantt chart of that workflow. Clicking on that icon enables the user to...
In the ‘Account Trusts’ section of the Settings console, a person with the Account Administrator role can define how different organizations can work together in 4me. The options for assigning workflow tasks and project tasks...
It is now possible to create custom views on workflows. This enables organizations to expose all (or a filtered subset) of the account’s workflows to their users through a UI extension. One specific use case...
From a workflow it is possible to start a project. It is now also possible for an automation rule to access the workflow that started the project. One use case would be for an organization...
When someone is planning to be unavailable to work on assignments, they can specify this in the ‘Out of Office’ section of their profile settings. Here, it is also possible to set an approval delegate,...
It was already possible to create automation rules on workflow templates, but so far only at the task level. Now it is also possible to create automation rules on workflows and workflow templates at the...
Since last week it is possible to dynamically add tasks to a workflow. This can be done with the help of automation rules. This functionality has now been expanded somewhat. It is now also possible...
It is now possible to add tasks to a workflow dynamically, using automation rules. This provides organizations with even more flexibility in deciding which tasks should be part of a workflow under different conditions. As...
When a task of a workflow cannot be completed - for example when an approval task is rejected - the workflow comes to a stop, with its status set to ‘Progress Halted’. Using automation rules,...
At some point a task in a workflow either fails, or succeeds. When it succeeds, the workflow continues. When it fails, the status of the workflow changes to 'Progress Halted', and the workflow is often...
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