Access profiles
...
Portfolio
Activity Link
9 min
activity link activity link the purpose of activity links is to associate activities with a portfolio links can be managed when creating or editing a portfolio, individually within each service, or through the link management menu linking an activity linking an activity to link an activity and make it available in the experience center for ticket creation, follow these steps accessing an activity click on the settings tab click on the portfolios option in the side menu select the portfolio that contains the service where the activity is located click on the service to open the list of activities select the activity you want to link a small window will open on the right side of the screen click the link button to create the link for this activity; a small window will appear in the center of the screen \ with approval workflow you can choose whether or not to use an approval workflow the approval workflow is the process by which tickets undergo reviews and authorizations before or after they are handled this ensures that important actions are approved by those responsible, maintaining control and compliance in service delivery to link the activity to an approval workflow, follow the steps below activate the approval workflow button select the items below; start date this will already be filled with the current date and cannot be modified; ticket flow choose one of the flows below default the ticket will be closed as soon as the issue is resolved, without depending on additional conditions or external approvals conditional the ticket can only be closed based on certain predefined conditions (all sub tickets linked to it have been resolved) default with pre approval the ticket will only be processed after approval by one of the approvers default with approval after the ticket is processed, it will be necessary to submit the service for approval the ticket will only be closed after a response (approval or rejection) from an approver calendar select one of the listed calendars; service time select an option from the service time list; executing group select the group that will handle tickets for this activity; approving group select the approving group, if this activity is an activity, that will approve the requests for this activity click save and then save again in the edit activity window to complete the configuration \ no approval workflow to link the activity without an approval workflow, follow the steps below leave the approval workflow button at its default setting, and only two options will be displayed select the items below; start date this will already be filled with the current date and cannot be modified; ticket flow choose one of the flows below default the ticket will be closed as soon as the handling is completed, without depending on additional conditions or external approvals conditional the ticket can only be closed based on certain predefined conditions (all sub tickets linked to it have been handled) calendar select one of the listed calendars; service time select an option from the service time list; executor group select the group that will handle tickets for this activity; approver group option not available only activated for use when using the approval flow click save and then save again in the edit activity window to finish the configuration unlinking an activity unlinking an activity to unlink an activity, follow these steps go to the settings tab open the portfolio menu click on the portfolio click on the service select the activity a small window will appear on the right side of the screen click the red remove link remove link button to unlink the activity a small confirmation window will appear with the following message "by performing this action, the activity will lose its service flow, but any existing tickets will retain the previous settings " click remove to confirm the unlinking, or cancel to go back a message will appear at the top of the screen ✅ link successfully removed click save in the side window to finalize the edit a confirmation message will appear ✅ activity successfully updated ; edit an activity link edit an activity link to edit a link, go to the page docid\ ugnp7vjxcgu0q6xnl313j e veja o conteúdo referente