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Claire Holtham

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Posts posted by Claire Holtham

  1. Afternoon, The new functionality to control subscribers at catalogue level, is great - BUT Are there any plans afoot to do the same for Supporting teams?

    We have a requirement for some catalogue items to be visible to some supporting teams, but should be restricted to other supporting teams - within a single service.

    We have temporarily solved this by setting up two services for a single application - but this is confusing for the end users when they use the self-service portal. (Another option that I looked at was using the bpm after the ticket is logged to redirect to another Service, but I don't think that's possible)

    Cheers,

     

    Claire

  2. I've raised a 'problem', just using the default capture and bpm.

    I can log a call, and see it in the request list. However when I assign it to another team, I can no longer see it in the request list - even though I've used a sensible search: I have used the advanced search and used the variables 'Team' is 'Database Services', and 'RequestType' is 'Problem'.

    If I have the url I can paste it into my browser and still open and update the ticket. So its not access to the ticket in itself - it's viewing other team's Problem calls.

    What am I missing?

    Cheers,

     

    Claire

  3. We have many historic emails (some from before go live) that we didn't know had failed til this point - is there a bulk way to clear the historic errors so new ones are more visible?

    Plus will it be possible to filter by status as well as sort by status?

  4. Hi @Victor - Any idea of where to start looking as to why it's not pulling through?

    One thing to mention, I've just set up a normal test catalogue item, and am not actually logging from email. At this point I did not want to mess with the live config. From 'Raise new' I get the form customer details (and enter customer details), I get the form Service (in order to get to my new test catalogue item), I get the form request details (and enter both a summary and a detailed description) then click next and it shows the screen shot I attached above.

  5. When raising a request from an email you have no view of the email as you log the call. You cannot refer back to the email if you've been distracted / need more detail, the only option is to cancel and start again.

    I'm starting a new topic from https://community.hornbill.com/topic/11408-emails/?tab=comments#comment-56990 

    One suggestion was to have another window open with the email in it. not ideal.

    Or alternatively to have the first two forms on the Capture be 'Customer' and then 'Request Details'. 'Request Details' was then supposed to have both the Summary and Description visible on the right hand side so you had sight of the body text of the email while filling in the rest of the request. However it doesn't it just has the summary. (see pic)

     

    wheres the description.png

  6. On ‎2‎/‎20‎/‎2018 at 11:53 PM, James Ainsworth said:

    I was wondering if you are using the Request Details Form in your progressive capture that is used when raising requests?  The Service Manager plug-in for raising requests from an email uses the progressive capture that is specified in this setting 

    image.png

    which by default is the new request progressive capture.  If you have the Customer Search and Request Details forms as the first two forms, the customer form will be automatically populated with the sender of the email, and the body of the email will be automatically added to the Request Details form.

    This has some added benefit as the support person can also remove unwanted text such as signatures or email trails from the details prior to raising the request.  The email details will be accessible on the right hand side of the progressive capture so that it can be referred to at any time during the progressive capture stage.

    I hope this helps,

    Regards,

    James

     

  7. I have a process which goes 'Wait for Assignment', 'Wait for Schedule in Change Calendar' and then 'Wait for Authoriser'

    What's supposed to happen is it puts the focus onto 'Assignment' 'Schedule' and 'Select Authoriser' in turn as the change is managed - which is a nice feature that guides the analyst from step to step.

    However it doesn't swap the focus to 'Assignment' 'Schedule' or 'Select Authoriser' unless I do a manual screen refresh (or come out and go back in again). Is this a bug?

    Cheers

    Claire

     

  8. I have this exact issue. So essentially if I specify the Owner, but not the team it won't entirely wig out with the red message of doom, it will pick something and carry on.

    For the users I have in mind they are all only members of one team...

     

  9. I'm using the variable picker (and yes, it takes ages for me too), to put into a custom expression. custom.png.c83047882eef8b93d75e02cedcbb2e2a.png

    There is no tree under 'Custom PCF (All)' and I'm a bit mystified where it gets '134 most recently created, by title from' - I'd hazard a guess that is the number of PCF's that exist in our system.

    If that's the case I'm wondering what's going to happen to my variable if I create another item, and there are '135' will it stop working.

    I'd like to select 'All' to be on the safe side.

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