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Lyonel

Hornbill Users
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Posts posted by Lyonel

  1. In one of my progressive captures, I need the user to select one or many divisions (as defined in the organisation data). To do so, I created a custom form an setup the field as such:

    image.png.cd1d944cdf8e24a546b03f3277f7f454.png

    So far so good.

    The problem is the render on the screen when logging the request... It looks 100% fine for a single value, but it is not looking good at all (in my opinion) for a multiple select configuration:

    image.png.5dc1d9dfc1274ce1c693bdac70f19192.png

    Is that something that you could maybe improve?

    I think the list should be at least 4 or 5 rows high when "Allow multiple items to be selected" is ticked. Something like this:

    image.png.5a14a416753d29f079fa3854ae550faa.png

  2. I am trying to update the timeline of a request once I have created a project (using the integration call) but no luck so far :(

    image.thumb.png.3f6dba57fa2cd79575187fb55669de14.png

    (automated task partially visible behind the setup pane)

    Update text: "Project has been created successfully. Contact the project manager to get the full details. "

    Urlhttps://live.hornbill.com/crown/projectmanager/project/view/&[global["integration"]["projectId"]]/

    Any ideas on how to troubleshoot what the problem is? I checked the logs but I cannot see anything under warning, error or critical. The BPM does not crash, but the timeline update is not happening. The project does get created however.

  3. Hi,

    I am trying to create a BPM where from a service request (project mandate) I can automate the creation of a project in Project Manager. The integration call is working very well but I have one issue: if I don't specify the project manager, the system will automatically assign the project to the account I use to interface (e.g. System Admin account in my case).

    The alternative is to set the project manager using a variable injection, taking the request owner for example. But this is far from ideal...

    Is there a way to capture a user via human task in the BPM? Or using a custom field? Then I would be able to inject it into my integration call.

    Thanks!

     

  4. Hi,

    When creating a new project that contains a number of tasks and milestones, it can take a long time to get the project created (up to 15-20 seconds). during that time, we don't really know (as a user) what is happening...

    Would it be possible for the BPM to be kicked off asynchronously (like in Service Manager) or at least display a pop up window with a loading icon or something?

    Also, my template contains 20 tasks... when I create a project, the 20 tasks get assigned to me (because the template does not specify any owner - on purpose). THIS IS OVERWHELMING!!! 

    image.png.e8fd6c52c02e59b50824a75c13eaccb6.png

    Are there any plans to improve on this? 

    My 2 cents on the matter: a new cateogry should be created per application... So If you have both Project Manager and Service Manager then tasks should not be mixed. Only the "My Activities" screen should aggregate all tasks in to a single screen (and a new filter made available).

  5. Hi, 

    I am trying to automate the creation of a project in Project manager via BPM and I have a couple of issues (all the same root cause I think):

    Project type:

    image.png.789203ec2c2e8717bd83fd754da7e3e9.png

    Console message:

    iBridge Method: /Hornbill/DataSources.system/Project Manager/Project Templates/Get Project Templates.m Error: Http::post: Failed to make HTTP 'POST' request to server

    Relationship type:

    image.png.ee4df1d7afa94bd7f1d393bbd23df60b.png

    Console message:

    iBridge Method: /Hornbill/DataSources.system/Project Manager/Project Relationships/Get Project Relationship Type Requests.m Error: Http::post: Failed to make HTTP 'POST' request to server

    Any ideas? Am I doing something wrong?

    Bonus question: how can I programmatically set the scheduled start date based on the current date? I am not very fluent with this type of variables and formulas / functions... 

  6. Hi,

    I am currently in the painful process of setup up project templates. I say painful because when it comes to tasks, the interface is really not working for me... The fact that dependencies between tasks does nothing from a date calculation point of view is a problem. But the biggest one for me is the lack of ability to sort the tasks by date or Task name!

    image.thumb.png.e36fca8acce7eae289972edf6603e8e7.png

    It makes it very tricky to make sure you have setup your tasks properly... Also a Gantt view here would not go amiss.

    Finally, the Task Name being truncated is also extremely annoying... At least put a tooltip to display the full name on hover?

    image.png.c8815beee1b079900c1229105d71aa12.png

    Thanks! (and sorry about the rant)

  7. Hi,

    Would it be possible to have the same search functionality across all screens in the admin section? 

    For instance: 

    • reports: name contains search term

    image.png.2e17ed28caa42e7b0a7f8a73b47343c5.png

    • Analytics: (measure, widget, dashboard): name starts with search term 

    image.png.f627f9be08658dcf72555016f7d0f952.png 

    vs. (Ctrl + F) 

    image.png.89015dcd65bfd86253d112b97a55af28.png

    image.png.bb0347746a707fe62587b485c0518044.png

    • Roles: role name starts with search term

    image.png.3de30774d0dd6d41e2b7f3b47fbaccfa.png

    • application settings: name contains search term

    image.png.1cb3d51bdf0d1da823a1b0e85e538023.png

     

    It is frustrating for some users (my boss particularly) and should be an easy fix (?). The best method is where the search term is anywhere in the name or description or any field you mapped to the search engine ;)

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