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Tutorial 2

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tomolimo edited this page May 12, 2017 · 12 revisions

Here, we'll learn how to configure and run a case from simplified interface (= self-service interface or post-only interface).

We are going to re-use the Tutorial 1 sample.

Let's say that we would like to start a case from 'Tutorial 2' process for a category named '79000 - General' when creating a 'Request' ticket via self-service interface.

In ProcessMaker

  1. Open 'Tutorial 1' process

  2. When in PM Designer, Save as current process

  3. Input new title 'Tutorial 2'

  4. Create a new dynaform, name it 'Sum-up form', and open it

  5. Add a web control 'H1 title', and set label 'Request sum-up'

  6. Add a 'T textarea' web control, and create variable 'UserRequestSumUp' (this name MUST be respected), set display mode to view.

  7. Add a submit button with the special id 'btnGLPISendRequest' (this id MUST be respected), and set label 'Send Request'.

  8. Edit dynaform 'Task 1 form', and export it, then delete submit button.

  9. Add a new task to the process:

  10. Create a custom trigger, name it 'SetUserRequestSumUp' (for example)
    Trigger code is:

    @@UserRequestSumUp = "Reminder of the request
    Last name: ".@@LAST_NAME."
    First name: ".@@FIRST_NAME."
    Age: ".@@AGE ;

    @@GLPI_ITEM_TITLE = "New user: ".@@LAST_NAME.", ".@@FIRST_NAME;

  11. Create a new dynaform, name it 'Validation form', import previously exported 'Task 1 form' form definition

  12. Select properties of the form itself, and set disply mode to view

  13. Open 'Task 1' task steps definition, drag drop from left side to right the 'Sum-up form' dynaform and order it like on the screencopy. Also drag drop the trigger on the 'Before Dynaform' event of the 'Sum-up form' dynaform.

  14. Open 'Task 2' task steps definition, and drag drop 'Validation form' dynaform from left to right.

  15. Edit 'Assignment Rules' for 'Task 2', and add in 'Assigned users list' group 'Tutorial Group 1'

  16. Save process

In GLPI

  1. Go to 'Setup > Dropdowns' menu and click on 'Ticket categories'
  2. Edit the category you would like to use for the Tutorial 1 process Set 'Visible in the simplified interface' to 'Yes', and 'Visible for request' to 'Yes', and save
  3. Edit the process in GLPI Set 'Ticket type' to 'Request', and 'ITIL Category' to '79000 - General'
  4. Edit 'Authorizations' so that users with a profile authorized on simplified interface will be able to start a case
  5. Start a GPI session using this post-only (or self-service) profile
  6. Create a ticket
  7. Select ticket type 'Request'
  8. Select ticket category '79000 - General'

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