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samwoo

Hornbill Users
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Everything posted by samwoo

  1. Good morning, I have written a PowerShell Function to make it easy to produce the questions JSON and it works at a basic level, but I was looking for some assistance to enhance it: https://github.com/WoodSam90/fnc_New-HB-Form-Questions/blob/main/fnc_New-HB-Form-Questions.ps1 What are the list of available Field Types? Do different field type cause differences to the JSON? For example, different properties for different field types? If so, what are the differences between them all? What are the different Entity Types? Again do different Entity Types mean the JSON will be different? Finally, indirectly related to the above, when a ticket is logged via API with these questions, how can they be accessed via the BPM, as these don't have a intelligent capture to link back to since the questions are populated outside of Hornbill.
  2. Good morning, I really like the Known Errors showing under the Solutions tab in a ticket: But wouldn't it be better to display the Workaround as well as (or instead of) the description? In addition to that, having the Summary show next to the KE Reference. Thanks, Samuel
  3. Hi @Berto2002, Unfortunately, I am not sure what the public setting is meant for. We have ours set to Customer by default: We've not had any issues with this particular setting. Sorry I'm not much help in this case. Thanks, Samuel
  4. Good afternoon, Bumping up an old post. Seems like this post was missed at Hornbill. Please could an Admin/Mod please amend the tag so it includes or is set to "Enhancement" so the developers can see this request. I have a need to set someone's Hornbill access, and they need it from Tuesday next week, but I am on leave next week. This person is moving from one role in the organization to a role that requires Hornbill access, and I'd very much rather not give them the access now, but I don't have much choice. Having my requested feature would allow me and other users to prepare access in advance, for example for New Starters and Mover Requests. Thanks, Samuel
  5. Good afternoon, Any thoughts to this one? Since I logged the issue, I've advised the team to create new users in Hornbill manually and process them as a returner for now as a workaround until this issue is resolved. Thanks, Samuel
  6. Hi @Sandip Bhogal, Not sure how much help I can be, but I'll try.... On the second screenshot, you can see where the red circle is drawn on the image. Clicking on that will reveal a dropdown, where you can define the entity type you wish to have visibility of this Service, such as a General / Team / Department / Company etc. If you have the relevant users and organizations configured in Hornbill, then you can associate that Organisation to the Service as Subscribers and only those Subscribers will have visibility. If you wish to be more specific re. visibility of a specific catalog/form within a service, then you can click the icon within the Catalog Items that looks like a group of people. In here if you disable all visibility then that form will not be visible to anyone until you apply one or more specific organisation visibility. See below if you need to know where to go to amend/create Organisations/Groups/Teams. To view and amend Organisations, navigate to the cogwheel in the bottom left: Switch to Platform Configuration: Switch to Organisational Structure: Then go ahead and create your Organisation Hierarchy. Some things I think about when I am working in this area: Team type - These are organisation/groups containing users who can pick up and action requests/tickets on Hornbill. If you wish to capture a Team that isn't used for requests/tickets assignment in Hornbill, then the advice is to use General - unless someone corrects me if I am wrong. My advice would be to create your first Organisation type of Company then go into that new Company, assign all users (basic and full) if your users are part of one company, then create your directorates / departments / teams (General) etc. within each other to create the Hierarchy. I believe the current advice for the Teams (not General) type is to not put them in the main Organisation Hierarchy and leave them in the top level, but you can add teams within teams if necessary (again someone can correct me if I am wrong).
  7. I certainly won't hold my breath Lol, thanks @Steve Giller!
  8. Good morning, I would like to raise an enhancement request to allow URL parameters in the Change Ownership screen. This is just to speed up accessing the documents a person owns, by allowing the use of Custom Buttons in a particular document that grabs the owner of that document, and populates the URL like so: This is intended for Docmanager Admin users only. Here is what the configuration of the Custom Buttons could look like in the Document Properties screen: Thanks, Samuel
  9. Same here. I changed the Filter Grouping : All then I get this screen:
  10. Good morning, I have archived 2100 Assets for an Asset Type we no longer use, but I just realised that we cannot retire or delete the Asset Type since there are still records using it, yet it still appears in the list of Asset Types. I would like to request an enhancement to the Asset Types screen to enable States to be associated against them. Draft - Preparing a New Asset Type, no one can use this when creating Assets Active - Asset Type can be selected and used Disabled/Suspended - Prevents people from creating new Assets using that Type, so it's not selectable. There could be a reason such as limiting stock etc. Archived/Retired - The Asset Type is no longer in use and is therefore no selectable in the list Thanks, Samuel
  11. Good afternoon, I would like to request a couple of enhancements to be made to the Roles screen in Platform Configuration. Please could Wiki Markup be rendered in the Description column If that's not possible, the at the very least, please at least allow line breaks to be displayed I have been doing some tidying up of the user roles and roles in general, and these are two new roles I have created today so far: I envision this looking something like this: If the text overflows, then simply allow users to hover over it so it pops up with the full text, or just blur it out at the bottom and people will be forced to click into the Role to see more if they are interested. Thanks, Samuel
  12. Thanks @Steve Giller for the information, that is useful to know. I may have to consider storing this in a Simple List but I can't remember how Human Task questions handles Simple List values, whether the list will display the name and the selection made by the user stores the value or the name... might need to have a play. However I was wondering what @Steve G thinks of having a new Cloud Automation node for this, or update the existing Cloud Automation -> Utilities -> Get Date Difference node to produce the Duration in ISO 8601 Format?
  13. Good morning, I don't know if this is a defect or a user error, but I've had a process that's been in place for some time now with no changes made, and today there has been an error with it. I have a Wait for Status Change node that is used if there is a Delivery Date set against the Human Task. This Delivery Date is used in the Expire Period field. Here is the question on the Human Task: When the Business Process gets to the Wait for Status Change node, this error occurs. I checked the value of the Human Task question and it's: So I then checked the help for that Expire Period field in the Wait For Status Change node, and it says this: If I am reading that right , I cannot use a Date/Time value in here... I need a duration. But I cannot see any utilities that can generate a Duration between the current date and the Delivery Date... The closest I can see is Cloud Automation -> Utilities -> Get Date Difference but none of the outputs appear to indicate the duration. What can I do to solve this? Thanks, Samuel
  14. Hi @TrevorHarris, No problem at all, happy to point these out Regarding the second point, maybe I just had a "glitch in the matrix" moment where any updates to the Human Task description was not reflecting in real time - just double-checked this morning and it appears to be working as expected, so maybe not an issue after all. Thanks, Samuel
  15. Hi, Just listing the following issues with Board Manager (nothing major, just annoying or to bear in mind): When using a button and auto-task within the Board Timeline Card View to move the card to another lane, the buttons at the top don't refresh automatically. On my instance in one of my Boards, I have different lane that displays different buttons at the top that will allow the cards to move along to the next lane. When it reaches the next lane, the Buttons will be different. This doesn't get refreshed. For example this card is in the "Pending" lane: When I approve, it gets moved to the "Approved" lane, but the buttons remain the same: Only when I refresh the page or navigate to another card and back, the correct buttons are shown: When updating the description of a card (particularly a Task) the Card doesn't update in real time. I have to refresh the entire board to see the changes. I wonder if this means multiple people using the board at the same time won't see changes in real time as well?
  16. Good afternoon, We are (hopefully) starting to utilise Board Manager more and would like to request the following enhancements: Tag Grouping - being able to group and regroup tags would be of huge benefit Include the ability to filter on Tag Groups as well as individual tags Ability to assign a tag to multiple groups Ability to re-order tags in the list. We have created a lot of tags and they are all out of order Ability to search for tags When assigning them to a card When filtering User-definable tag colours so we can expand on the current Hornbill offering. Thanks, Samuel
  17. +1 for the Employee ID and Logon ID fields to also be available
  18. +1 we are having this issue too where the SLA's are not being applied at the start, but further on in the process they are suddenly assigned (though I cannot figure out at what point). We are also having issues with Human Tasks prior to the SLA being automatically assigned... we use the Get Request Details to grab the Team (for Tasks) and when using this in the Human Task, it errors saying the Team doesn't exist, even though it does! We had to manually update about at least 10 ticket BPM instances this morning (I've been on a course so there may be more now) by manually setting the team in the Human Task instead of relying on the variable. Not sure if my second issue is related to the SLA issue or not though, but it appears to coincide.
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