Help needed to create a simple process !

[bmichelot]

Hi all,
The process functions have started to eyeblink my vision since a long time.
Until then, I never tried despite several readings of the documentation.
I just have what I am considering as a simple case.
I work for the technical support and often send some requests to the engineering team, for creating documents like CAD files or datasheets.
I am using templates for those request, but I think I can use the process functions.
The aim of the process is to :

• sent the request to the engineering team
• set a dynamic field checkbox as checked
• assign the ticket to a group or responsible

Do you think that it could be done with a process ?
Thanks for your help
Regards,

[RStraub]

This *could* be done, but I don't think it would be needed. If you know that a certain type of tickets needs a certain set of values (like queue, dynamic fields etc.) you could more easily use postmaster filter.

If you need multiple steps however, like "approve", "assign to someone else", "change state to *in progress* " or something, then yes - process management is your friend.

[bmichelot]

Until now, there is no specific queue for those requests. But I can create one if you think that is a better idea.
The problem that I am using template. I have some PN to communicate.
Ticket must be set as a "reminding state", with a delay.
Approbation is not needed yet...
So, as you wrote :

• "approve" = no
• "assign to someone else" = yes
• "change state to *in progress* = yes

And I should add :

• set a reminding date = yes
• send notification to a specific group of agents = yes

But for me, it is foggy in my mind.
That's why I would like to practice on a simple process...
To tame the beast !