Jump to content

Leaderboard

Popular Content

Showing content with the highest reputation since 10/15/2021 in all areas

  1. I would like to mention that there is something we are looking at developing which is to allow the use of wiki markup in the request notices. This was primarily considered to add the ability to create clickable links, but our wiki markup also includes an option that can specify a date within a string that can be dynamically updated based on the user's profile timezone. This work hasn't been schedule yet, and it isn't clear yet if it will support what you are looking to do, but it may. For more on wiki markup click here
    2 points
  2. As far as I'm aware this is not going to be developed further, and if anything is more likely to be removed from the Product. We would recommend exploring whether you can use Progressive Capture to achieve what you need with Quick Requests.
    1 point
  3. @BobbyB Thanks for the suggestion. The problem is this (a bit technical sorry), Document Manager works with "protected" storage under the hood. That is to say, the content (documents) are stored in storage that is quite robustly protected for security reasons, in essence we treat that data as private, not only to individual instances, but based on user rights/roles. This means, amongst other things that there is no direct path from the internet to this storage, and access to it would have to go through a session/API's making it entirely unsuitable for managing embedded images in emails. which by definition would need to be accessible publicly by someone that does not have a session on your Hornbill instance. So what looks like a simple change here is actually not that simple to achieve in practice. I continue to recognise the need for this, and I would love to find the time to have the team focus on a solution to this, but at the moment, its just not been a high agenda item. We would need to create a service behind the scenes to handle this public facing data, and it needs thinking about, and the right infrastructure needs to be put in place. A complete review of our distributed storage is currently underway and part of that is looking at publicly & efficiently accessible content serving, including images, video and documents/other resources are all being looked at. Wiith this in place we could then build some form of app for managing these types of resources, but for the reasons above this would not be based on Document Manager, it would look like it somewhat from a user perspective, but it would be a very different thing under the hood. So at the moment this is not in our 90-day pipeline I am afraid Gerry
    1 point
  4. Hi Gary, Could you also have a look for me with that particular SR where you had the issue and determine if the BPM that is used for that request is still an active BPM? This can be done by looking in the list of BPM Workflows
    1 point
  5. @AndyHill, use a custom criteria with a formula similar to this one (it's for the feedback date in this case).
    1 point
  6. @Mark (ESC) As mentioned on the My Activities wiki page, in order to view another User's Activities you must be defined as their Manager in their Profile.
    1 point
  7. Hi @nasimg If you open the list of your processes in the admin tool, there is a "search" option available. If you type in the Team name, it will return the processes that have a reference to that team somewhere within them. It won't tell you exactly which node, but it's a good starting point: Kind Regards Bob
    1 point
  8. Hi Rob, Thanks for your post. When it comes to task assignment and ownership you need to make sure that the user ID is used and not the user name. When using the outputs from a Get Request Details automation, you should see one of the outcome variables listed as Owner (For Tasks). This is the one that you want to use for assignments and/or task ownership. You should be able to edit any of the broken BPM using the Manage Executed Processes tool. I hope that helps.
    1 point
  9. Just to confirm that this has been added to the backlog, but there are currently no timescales attached.
    1 point
  10. @samwoo, Be aware that the company field in the request could not be 100% reliable depending on the company you have set in the users and in the sites, as the logic behind it is: 1. When a request is raised and a user selected as the customer on the request the values populated for h_company_id and h_company_name will be from the companies associated with that user 2. When on an existing request, when a customer of the request is changed with another user the values populated for h_company_id and h_company_name will be from the user associated site specifically the company associated with that site. We've detected this because in some requests we found that the company was not what we were expecting (we can have users from different companies associated to the same site). Regards, A
    1 point
  11. Hi @samwoo Company in this case refers to a company defined within the organisational groups configured in the admin tool to which Hornbill users can belong e.g. and within the entry you can assign users... So if annab was the customer on the request, the company criteria will check against the company she is assigned to (e.g. Dave H Inc in this example). Hope that answers your question but if not let me know. Kind Regards, Dave.
    1 point
  12. @Smurfy the following wiki page should hopeful help - https://wiki.hornbill.com/index.php?title=Service_Manager_Notification_Settings Essentially the notification settings are global by default, but if you wish to enable them per agent then there is a system setting to enable, and once enabled each agent will see the Service Manager notification options on their profile and be able to set their preference. guest.app.requests.notification.allowUserDefinedNotificationType Please take note of the considerations detailed in the wiki page before enabling the above setting
    1 point
  13. I thought this was something team members enabled if they wanted it a. Please go to your analyst profile settings (top right of Service Manager). b. Click on the Cog Wheel - then select "Notifications" and find Service Manager App options at the bottom of the page. c. Enable email in the second row, which is the email option for Assignment (Team Notification)
    1 point
  14. Hi @Daniel Dekel Thanks for that....I realised that it was the same description as was shown on the service view - it's never been quite so prominent before though, so now that it IS very obvious we need to make sure they're all worded properly! thanks
    1 point
  15. I believe 'Services Manager' is the role you need, but they will also need to be listed as the 'Owner' of service as well. The explanation of the role is:
    1 point
  16. Yes this is only way currently, you cannot create these via the BPM although this has been requested.
    1 point
  17. Could the lack of breadcrumb trails when you're in a catalogue be looked at please? Up until this point (so if you're looking at the domain or the service there's a breadcrumb trail, but once you've clicked in to the actual catalogue it disappears. Could this be set so that the trail is visible please?
    1 point
  18. Just to confirm @Jeremy has kindly forwarded me the details to access the Sandbox environment Many thanks Jeremy
    1 point
  19. @Berto2002 a new Clear authorisation decision option will be added to the business process designer. This will allow you to remove an existing authorisation state (approved / rejected). This new option will be available in the next service manager update which is scheduled to be pushed in the coming weeks.
    1 point
  20. Hi Rob, I may need to see the entire Progressive Capture to understand what's happening. The only way that I can get this message about the exit connector is by not having an Exit node somewhere in the Progressive Capture. What happens if you add an End node immediately from the Customized Form?
    1 point
  21. What would be really nice would be able in the BPM and PCF (maybe) to be able to drag and drop decision lines from one decision to another. This would save a lot of time and also save from having to replicate some very complicated decisions.
    1 point
  22. Hi Jeremy, We did used to support in the early days of BPM that but the UI was a bit finicky.. I will take another look. At the very least should be able to add a "copy condition" / "paste condition" button to the condition builder so you can at least copy condition, delete, recreate new link and then do paste condition. I will see how fluid UI behaves with drag dropping connections first and go from there. Cheers
    1 point
  23. Hi @James Ainsworth @Steven Boardman, Is there any update on customers being able to add their own Connections please? We would like to use this when our Employee Portal goes live. Many thanks, Alisha
    1 point
×
×
  • Create New...