SJEaton

Fab!

Hi @James Ainsworth is there any further news on the feature that would send an email to an authoriser and on the email provide options to accept, reject, or view the authorisation request? Sam

Thanks for the responses guys

Yippee!!! Thanks

Hiya We have decided we want to move a chunk of BP from one stage into another but can't seem to find a way where you can select and copy multiple nodes and paste elsewhere or copy/duplicate an entire stage. Is this possible? Sam

Hiya I've been having a play with the different ProCap Forms as thought I might be able to utilise them to enable a customer to search for their own name or their managers' name and it then bring in their details rather than them having to fill these in as questions on the ProCap. I can't seem to get these to appear in the ProCap though so am I right in thinking that these Forms are only beneficial if you are completing a ProCap via the Service Desk and not via the Portal? Sam

We're definitely interested in more variables and the use of custom fields in snippets too so look forward to the change! Sam

Excellent, that sounds like a plan then, thanks

Hi @Victor, yes this could be a potential work around for the time being. To confirm, if the analyst puts the request on hold manually and enters the start date as the date they want it to come off hold, we can then still have an auto-email in the BP that triggers when the request comes off hold right? Sam

Ok James, thanks for the update and for your help on this. Sam

Thanks James

Hiya This query may be a bit out there but was just wondering if it's possible to trigger a task based on when a certain date is hit? In our recruitment process the request owner enters the start date of the new employee in a custom field (h_custom_a) in the details of the request once this date is known. In an ideal world it would be awesome if an email that we send to the customer on this date could be automatically sent when this date comes. Any idea if there is a way this could be possible? Thanks Sam

Great, that works now thanks

PM sent, thanks @Victor

Yes

I Just now need a little bit more assistance with publishing a service to the customer portal. I've set up a service, subscribed the organisation I've set up to it but when I log into the customer portal as my test contact I can't see it published. Any pointers please? Thanks Sam

Thanks @James Ainsworth and @NadeemMazhar that was useful and I've now got an external contact who can log into the customer portal . Sam

Hi We want to start to explore using our customer portal (https://customer.hornbill.com/walthamforest) for our external customers so I wanted to take a look. I've set up a general group under External Organisation and a basic user in this group called testnewstarter but when I try to log into the Customer Portal as this user it throws up this error. Is there something else I need to do to get this working? Thanks Sam

Hi James I thought this would be the case, and I do agree with what you are saying about service requests. We were actually thinking about having FAQS that weren't for the customer but for the support staff to access via the request if they forget how to do something. We are using Hornbill for our recruitment process and there are a number of human tasks that the request owners have to undertake throughout the process that we could give them assistance with via an FAQ. But don't worry, it was just a thought and I can see how this isn't really what the feature is to be used for. Sam

All done Thanks for your help. Sam

Yes that's worked for Custom G now, thanks. So do I just copy the flow code for the other custom fields I want to update? Sam

No it hasn't worked... Dear Matrix Account Manager Could you please implement the following higher rate changes to this placement: Placement no: Start date for proposed higher pay rate: Higher pay rate termination date: SAP number: Job category: Role title: Increased pay rate for role: Is this role ‘in scope’ or ‘out of scope’ for IR35 purposes? Start date of placement: End date of placement: undefined Kind regards, Human Resources Corporate Development Group

Hi We like the new feature that allows support staff to use a Service's FAQs in their customer's requests however we can't see the 'lightbulb' solution icon in our Service Requests. Is this only visible in Incidents??? Sam

OK cool. Its in the 'HR Request to Increase the Pay of an Agency Worker (Control 3) BP and it's the 'Email to Matrix' node on the 'Confirmation and Close' stage. Sam

Hi Dan OK, keep me updated. Thanks Sam