IT Monkey:   Click Here to Help Me Build the Agenda for Upcoming Cireson Webinars!

Setting "Activity Implementer" on Completion of Activity

Adrian_PaechAdrian_Paech Customer Advanced IT Monkey ✭✭✭

Hi All,

I have been trying to figure out a way to automatically set the Activity Implementer whenever an activities status is changed from in-progress to completed in the portal.

The main reason we need to do this, is so that we can report on who completed different activities through the week / month, and analysts tend to forget to set the Activity Implementer to themselves.

As far as I can tell, there is no way of identifying the activity implementer OOB (e.g. there is no "CompletedByUser" relationship or similar for activities.), hence why I wanted to auto-set the implementer when it is changed to completed.

Unless there is a better way to do this, I was planning to do this via cusom.js code.

What I am wanting to do is create an onchange trigger on the status field, which then picks up the current analyst, and updates the activity implementer accordingly.

I can see this would be pretty straight forward with other fields, but with Activities I am not really sure where to start.

Any tips would be much appreciated.

Cheers!

Adrian

Best Answer

Answers

  • Billy_WilsonBilly_Wilson Cireson Solution Architect Advanced IT Monkey ✭✭✭
    Hi Adrian,

    I actually did this at my former company using Orchestrator. I can zip up the rb and post it here if you are using SCO.
  • Adrian_PaechAdrian_Paech Customer Advanced IT Monkey ✭✭✭

    Nice. That would be great thanks..

    Yes we are. I prefer to run my stuff in PowerShell if possible, but I can dissect the runbook to figure it out :).

    For interest sake... How did you manage to figure out who completed the activity via the runbook? 

    Regards,

    Adrian

  • Adrian_PaechAdrian_Paech Customer Advanced IT Monkey ✭✭✭

    Cheers Billy!

    Much appreciated.

    Regards,

    Adrian

  • Robert_OsterbergRobert_Osterberg Customer Adept IT Monkey ✭✭

    @Billy_Wilson Very nice implementation i must say, i am gonna use this. HOw would you go about checking previous MA`s that have no activity implementor. Just list them all and check if there is a user or any string in the field and set the user from the history as you do inte script?

    I am thinking of a way to scan the system looking for these MAs that are kind of orphans.


    Thanks

  • Billy_WilsonBilly_Wilson Cireson Solution Architect Advanced IT Monkey ✭✭✭

    Hi Robert,

    Personally I'd make a copy of the one I posted above and drop the Monitor Object at the beginning for an Initialize data. Then import these runbooks and attach the copy to cycle through the orphans.

    Hope this helps.

  • Robert_OsterbergRobert_Osterberg Customer Adept IT Monkey ✭✭

    @Billy_Wilson Thx i will try this out

Sign In or Register to comment.