• Relate multiple assets to requests using User Options

    Hello experts, I'm looking for a way to relate multiple assets (devices, infrastructure & peripherals, etc.) to a service request using either User Options or the New Request form on the agent side. Our specific scenario is this: We have a service offering…
  • Do SMAX able to return members of a Group?

    Hi experts, Is there any expression in SMAX that we can grab members for a group. My scenario as below: There is a service offering of mine where all functional group's members should be the follower upon creation. The rules that I try to produce…
  • SMAX: Copy a relationship when creating a new record with a relationship

    Hi all, We have a custom Risk Letter process in SMAX, these risk letters are created from out of an security incident. So in this example a risk letter always has a relationship with a security incident called "Caused by security incident". These risk…
  • Create a Request WITH UserOptions

    Hello, i would like to create a Request and give some UserOptions to this new Request. The Request is created in a Task with an EnitiyLink. In a second Task i reference to the new created Request and send the UserOoptions to the Request. 1. Task…
  • Report with related record fields

    Hi All, my customer had a requirement to generate a union report which shown all the request record with it related incidents; or all incident record with it related request. like to check is this possible with current SMAX reporting module or Power…
  • Create record and relationship

    Hello I am working with an Incident and want to create a related Request. I press the "Create Request from Incident" button in the Menu - Advanced. In this case, a "New Request" form opens. When I use the workflow rule "Create record and relationship…
  • RE: Entity relationships

    Hello, Brindusa. I created a custom entity and many2many relationship type for the request - custom_entity. The query contains an execution plan for creating a new record of custom entity. But the new record of entity type does not appear in the Related…
  • Entity relationships

    Hello. I want to automate actions in related objects with a certain type of relationship. I created custom entity. How can I add a new relation type like "custom_entity caused by Request" ? Thank you for advice.
  • Custom entity: relationship with request

    Hi, I've created a custom entity and I'm able to create a record of this entity from the Request. But, is it possible to establish a relationship between the request and the new cutom entity? Just like it's done between Request and Incident, for example…