Configure shared information across tasks

You can use Task Planner to configure information shared by multiple tasks.

The following three types of information from a record can be shared by the tasks of a record:

• Record fields, for example, the request fields or the change fields
• User selections, which are input by the end user when they use Service Manager
• Record context, which are fields defined in Task Planner. The values of these fields are populated during task implementation and then shared across the tasks of a record.

The following diagram demonstrates how these three types of information of a Request is shared among its tasks.

 

Each task can have its own input and output data. The input fields are used to receive data from other tasks, and can trigger the execution of the current task. The output fields are used to populate shared data to the record during task execution, and the data can then be shared by other tasks.

You can launch the Record Context (Ticket Context) definition page from the Task Planner. The page is shown as follows:

On the definition page of the Task Planner, you can configure the input and output fields. The Record Context fields of a record can be used as the input or output fields of a task, and the output fields can be used in subsequent tasks as the input fields.

The following Task Context page shows the run-time result of a task, which contains the input and output fields/values. The input fields are read-only, while the output fields can be edited with appropriate values that can be populated to the next task later.