Category Archives: Automation
Access Related CIs with Automation Rules
It is now possible to use automation rules to retrieve information from configuration items that are related to another configuration item (CI). This can be useful when maintenance tasks must be performed on a configuration item, and the managers of the support teams of related CIs must first give an approval, for example. The following […]
Copy NodeID to Clipboard Action
A person with the Account designer or Account administrator role can now see a new option in the Actions menu for all record types in view mode in Xurrent: ‘Copy NodeID’. Selecting this option copies the NodeID of the selected record to the clipboard. This can be useful for people who want to create an […]
Update Automation Rules on Requests
A small usability enhancement has been made to automation rules on request templates. Unlike automation rules on task templates, which can be edited either on the task template or on the task itself, request template automation rules could only be edited on the template, and not on the requests. This has now been aligned. To […]
New Task Category for Automation
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 Xurrent Shop), tasks can now also be of the category ‘Automation’. When a workflow task is completely handled by automation, either […]
Xurrent Powers Up Enterprise Workflow Automation
In a move to better facilitate smooth workflow automation across enterprises and easy integration with third-party systems, Xurrent has teamed up with leading iPaaS (Enterprise Integration Platform as a Service) vendor Workato to introduce the Xurrent Workflow Automator. Read the full press release. Workato is an award-winning cloud automation and integration platform with enterprise-grade capabilities […]
Suppress Notification for Note Added
Whenever a note is added to a record, notifications are sent to the people for whom that record is relevant, depending on their notification settings. This also happens whenever an automation rule or integration adds a note to the record. For many of these automated notes, however, it is not really necessary to send notifications. […]
Add Watchers to Requests Automatically
Since the release of the enhancement that made it possible to add people to the watchlist of a request, while also being able to see who is watching that request, the use of the Watchlist functionality has grown rapidly. So far, it has only been possible to manually add people to watches. In many cases, […]
Bulk Copy Custom Fields With Automation Rules
The data entered on a request form or task form is often also important for performing follow-up tasks. For that reason, many organizations in Xurrent® use automation rules for copying those custom fields to the successor tasks. Until now, that had to be done field by field, which is a time-consuming and maintenance-unfriendly process, especially […]
Support ID Accessible by Automation Rules
The support ID is a number or code that a service desk analyst can ask the person for when the person contacts the service desk for support. Some organizations use the security badge numbers of their internal and external employees as support IDs. Service desk analysts can enter support IDs in the Requester field of […]