TM Workflow step configuration

Owned by Maria Hald
Last updated: Feb 15, 2023
2 min read

In the action step you can assign defined work items can be assigned to actions of Transport Management.

  • The action is executed if the flag in the "Inactive" column is not active.

  • The action can be restricted to level or/and project or/and level

Available templates

We recommend to copy templates and making changes there.
Please contact us if a template is not yet available for your ITSM system.

JIRA

  • TEMPLATE_ JIRA CLOUD for Jira Software Cloud

  • TEMPLATE_ JIRA SERVER for Jira Software Data Center / Jira Software Server

Service Now

  • TEMPLATE_ SNOW_INC for ServiceNow Incidents

SAP Solution Manager

  • TEMPLATE_ SOLMAN_SMIN for SolutionManager Incidents

  • TEMPLATE_ SOLMAN_SMIR for Solution Manager Requirements

 

Action “Creation of a request”

The pop-up for assigning the transport request to a ticket can be assigned to the action "Creation of a request".

  • The column Mode allows to show popup optional selecting “Assign Optional” or to show mandatory selecting “Assign Mandatory”

  • The field Filter Query can be used to specify which tickets are allowed to assign to transport requests. Multiple commandos can be linked with each other with AND/OR.

JIRA Software specific filter

  • project.property[devSystems].content ~ "{SYSID}_{MANDT}"

    • Can be used with Jira

    • This command selects only the projects from Jira for which the development system is allowed in which the popup is displayed.

  • issue.property[tmFilter_CREATION].content ~ "true"

    • Can be used with Jira

    • With this command the defined TM Workflow Filter settings for the action "CREATE" in Jira are considered.

  • assignee = {EMAIL}

    • Can be used with Jira

    • Only own tickets are displayed. The comparison is based on the email address of the SAP user and the user stored as assignee in Jira.

 

Example for a “Creation of a request” action

ServiceNow specific filter

  • state=1^ORstate=2^ORstate=3&sysparm_display_value=true

SAP Solution Manager specific filter

  • ProcessType eq 'SMIN'

    • can be used for assignment with Incidents

  • ProcessType eq 'SMIR'

    • can be used for assignment with Requirements

Release and export of a request

In addition to “Creation of a request” the pop-up for assigning the transport request to a ticket can also be assigned to the action “Release and export of a request”.
If both possibilities “Creation of a request” and “Release and export of a request” are configured, then the pop-up will be only displayed if no ITSM ticket has yet been assigned. If already an assignment has been made when creating a transport request, the pop-up will not be displayed again.

The configuration is similar to “Creation of a request”

Update SmartChange Panel

The SmartChange panel can be updated with the following action:

Approval of a request

Update on the content and technical approval

Deletion of a modifiable request from SAP system

Update on deletion of modifiable request

Import of a request

Update on Import of a request

Update on add of external transport requests to TM Workfow Monitor

Release and export of a request

Update on release of a transport request

Status switch of a request of TM WF Monitor

Update when changing the status via the Status Switcher Report or when changing it manually in the TM Workflow Monitor.