Change Management workflow rewiev

Question

Hi I'm new to JSD but have a good knowledge of ITIL and way of work.

I'm setting up a JSD - I have now some question you might can help me with.

1. Create a change

2. Review of change

- Here you realise that you need more information from your customer.

I've added a field called Pending reason - Here is a scrollbar with different reasons .

If i choose More Info Requireed - i would like that a notification to requester is sent that we are missing info.

How can I make this work ?

Bhushan Marathe · Answer

Hi Magnus,

You seem to be using cloud version! The view shown is for Server Version, so dont worry for the view as far as the rule remains the same; but are you able to configure the rule?  If you have any doubts let me know.

Thankyou!

Magnus_5js2vt · Answer

Unfortunately I don't have the same view as you.

I'm a little bit lost here :-( @Bhushan Marathe

Bhushan Marathe · Answer

Hi Magnus,

You can add this field to the respective transition screen in the workflow . Then you can set automation in Automation rules based on a trigger "status changed" as shown below. Go to project settings -> Automation ->create custom Rule.  Hope this helps you!