This documentation supports the 19.02 version of Service Request Management.

To view the latest version, select the version from the Product version menu.

Adding a PDT to an SRD

The process definition template (PDT) defines the business process for the service request definition. When you create a service request definition (SRD), you must associate one of the following types of PDTs to it:

  • Standard PDT (for standard SRDs) — When a service request is submitted, the specified relationship (between the catalog offering and the related back-end templates) determines which back-end application requests are created and in what order. No fulfillment application requests are created if the service catalog does not have the process template defined.
  • Quick launch (for quick launch SRDs) — When a service request is submitted, the specified relationship (between the catalog offering and the quick launch PDT) determines which URL is launched.

You can use the Visual Process Editor to view process templates already attached to the SRD.

To add a PDT to an SRD

  1. Search for the SRD, select it, and click View.
  2. Under the Process Template field, click Select.
  3. From the list of available or registered process templates in the Service Request Definition form, select one standard process to associate with this SRD entry.
    You cannot select and add multiple processes to the SRD.

    Note

    PDTs must be active before you can select them.

  4. Click Select, and then click Save.

To view the PDT attached to an SRD

  1. Search for the SRD, select it, and click View.
  2. Under the Process Template field, click View.
    The Visual Process Editor appears in read-only mode if the SRD is deployed and online. If the SRD is offline or not yet deployed, you can modify the process objects. Here you can view (and sometimes modify) the PDTs and the AOTs that are instantiated with the SRD. 

    Visual Process Editor window
  3. Click Close.

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