Customizable Workflow Steps with Conditional Fields Displayed

[Tom Woodling]

Hi,

Firstly, I apologize if this post is a little unclear, I'm still trying to learn the lingo here - so I'm happy to try and clarify anything below!

I am trying to build a simple workflow to assign/unassign licenses for users.  I have got to the point where I have a custom field for the software and another that will find all linked licenses with the correct status, and then a post-function will allocate that license to the reporter. I also have another custom field that will get all licenses linked to the reporter for the selected software.  What I would like to do is combine the two, so that I don't have to build an entire duplicate workflow and set of screens to unassign a license from a user.  

As an example, say I want to assign MS Office license 111-222-XXX to user a.person.  I create a request with a.person as the reporter, and select MS Office in the 'software' custom field.  After a transition, I can then choose 111-222-XXX from the 'license' field which displays Office licenses with an 'in stock' status.  I select it and resolve the ticket, at which point the post function links the license to the user.

But if I then want to unassign this license from the user, is there a way I could do that, either by a second transition or by having a value set in a field?  Effectively, I would like a switch (whether set by a transition or even an explicit field - boolean would be ideal but I believe they are not available as custom fields) that sets which license objects are available for selection, and then can be carried on into the post function to determine the action taken.  

Any suggestions will be gratefully received,

Thanks,

Tom

[Alexander Sundström]

Hi Tom!

My suggestion would be to unassign the license from the user using an transition specific for this case, and if that is always part of a natural transition step already in place, I would add that as a new post function there.

If you feel like this answered your question, please mark it as accepted :)

Cheers!
Alexander