Use > Change Management > Change Management administrative tasks > Generate an automatic task for all members of a group (standard)

Generate an automatic task for all members of a group (standard)

Applies to User Roles:

System Administrator

To generate an automatic task for all members of a group (standard), follow these steps:

  1. Click Change Management > Changes > Change Phases.
  2. Use search or advanced search to find one or more records.
  3. Select a phase record to view its detail.
  4. Click the Auto Open Tasks tab.
  5. In the Automatically Open Tasks (standard) section, add the following information in the table.

    Field Actions
    Category Click in the field and select the task category from the list.
    Condition Type a condition for the task. For example, type release.type in $L.file="Software Release".
    Background Open This field contains a true or false value. If the condition is set to true, the task starts automatically. If the condition is set to false, the user can manually open or cancel the task.
    Open for Each Member This field contains a true or false value. If the value is set to true, a task opens for each member in the group when an associated CI is a Configuration Item group. If it is set to false, only one task opens for the Configuration Item group. If no value is set, the user opening the task is prompted to decide if it should be opened for each member or not.
  6. Click Save, and then click OK.

Note The thresholds set for members of a group must be equal to or greater than the number of members of the group for which you are opening automatic tasks. For example, if you are opening an automatic task for a group with six (6) members and your threshold is set to five (5), you must increase the threshold and start again, or create an additional task manually for the sixth member.