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TrevorHarris

Hornbill Developer
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Posts posted by TrevorHarris

  1. The entity Id will be stored in the Key field and you can use the getCardInformation operation to get the Type which will tell you the related object, note the type will be one of the following values:

    • core.activitystream.post
    • core.email
    • core.task
    • customermanager.organisation
    • docmanager.document
    • note
    • projectmanager.project
    • projectmanager.task
    • servicemanager.changeRequest
    • servicemanager.incident
    • servicemanager.knownError
    • servicemanager.problem
    • servicemanager.release
    • servicemanager.serviceRequest
    • Thanks 1
  2. The back button should take you back to the page before the document page so you don't get bounced back to the PDF, I have fixed this issue which will be in the next release.  Whether the link opens in a different tab is dependent on where the link is opened from, in your case I think it is the employee portal link widget, and I don't think the option is available there.

     

  3. @Ashley Unfortunately the custom fields from the request are not available in boardmanager so cannot currently be sorted on, the only way to do this would be to map the field you need onto a field in the card so it could be sorted.  This is something that would need to be added, I will investigate the possibility to add this.

    @Jim The sort should change the order of the cards for everyone although when new cards are added they will need to be re-sorted, the option is only available to users with the can move card permission

  4. Hi,

    Think its a defect that it is redirecting from the bookmarkable link to the PDF file before it has a chance to add to the history, I have implemented a fix in documentmanager which will correct this so that the page is added to the history when viewing PDFs.  This should be in the next release of DocumentManager, this should be available in the next week

    Thanks

    Trevor

  5. Hi,

    If you are accessing the the document via its bookmarkable link, e.g. /docmanager/document/view/DOC20231000000044 I would expect it to appear in that table. what type of documents are they - certain documents (eg pdfs) will open automatically in the browser which could be preventing the visit from being recorded.  A similar issue maybe present with external link documents.  I can raise a defect to fix this if that is the case

    Thanks

    Trevor

  6. Hi,

    unfortunately there is no way to track document views currently within document manager, this is a feature we would like to add to document manager in the future but it is unlikely to be available in the near future.

    Thanks

    Trevor

  7. It won't be possible to order by a field in the request, BoardManager is a separate application to Service Manager and unless the data is made available to boards when the card is created, e.g. in the BPM add card operation, the Board application won't be able to use it for sorting.  Currently this would only be possible by mapping the custom field into the title of the card. 

  8. Thanks for the request, currently when you create any document its initially in draft form which means it can't be published until it set to active - however there is no reason why this couldn't be an option on the upload dialog to allow for the document to be added to the library more easily, I will raise a change request for this improvement.

    Thanks

    Trevor

    • Thanks 1
  9. Hi,

    There is no difference in Livechat between the old and new UI.  The Mark as Resolved button will be available in both, possibly the chat session was already closed by the other user, in which case the Chat would be already closed so the button won't show

    Thanks

    Trevor

    • Like 1
  10. 17 hours ago, AlexOnTheHill said:

    I have noticed also that if you have an email in your timeline and click show more there is now no button to show less

    We've moved the Show more button so that its place over the text that you want to expanding as we have found that new users don't always understand where to click where a timeline post is truncated and this makes it more obvious.  Part of this change has meant removing the ability to collapse the post again as the button is no longer in the button bar and would require extra space to display.
    We think that the improvement in usability to worth the removal of the Show less button, but welcome any feedback
    Thanks
    Trevor

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