HHH

I was in Service Manager -> Simple Lists. Thanks to both of you.

Can anyone tell me if the content of the Industry drop down for Organisations can be edited somewhere?

+1 for this request

This would be both (in our case). But can it be made to be turned on through a setting if SSO is not used?

I just want some advice and recommendations on how we can handle our customers who have a three layer structure so to say. Structure is Company -> Branches -> Contact where the contacts can either belong to the different branches or to the overall company itself. They may have branch staff that creates requests and should only be able to see their branch's requests and also company staff that should be able to see requests from the whole company. Any ideas?

Thanks a lot @Steven, that solved it for me.

A small improvement in useability would be to have small login boxes already on the first page in the portal the same way that for example Facebook does. I know there is a setting to go directly to login but then presumptive customers will miss the information provided in the portal.

We are experimenting with a single form progressive capture for our customers which looks like this. I have managed to take the summary field in the form and inject it into the &[global["flowcode"]["summary"]] but is there a way to do the same with &[global["flowcode"]["description"]]. When I try to do it in the Business process description only takes manual text field input (see screenshot).

We handle both external and internal customers in our Service Manager instance. Is there a way to differentiate service catalogue items per portal so that some are only seen on customer.hornbill.com/instance and others only on service.hornbill.com/instance? I have looked but seem to only be able to differentiate on service level by setting subscriber.

Is there any way to allow updateing but not logging of calls through email? Edit: never mind I just read ALL of the previous post

Adding myself to the +1 crowd

I have the same problem but use (SR|sr)[0-9]{8} or (IN|in)[0-9]{8} for reference and Rule expression depending on type of call. I have tried using both REGEX_MATCH(subject, .*(IN|in)[0-9]{8}.*) and REGEX_MATCH(subject, '.*(IN|in)[0-9]{8}.*') That's with and withoute single quote

@ArmandoDM Some more info. We have another manager attached to that ticket as a member and she can see the ticket as intended. She is a member of the team that currently has the ticket, other than that they are the same. A third manager that is not affiliated to any teams is also a member and can view her I'm a member tickets. All can view the ticket if they go directly to the ticket by editing the URL.

@ArmandoDM Thanks for the quick response I have checked and can verify that that user is present in h_itsm_requests_members connected to the correct request ID.

Hi, I need some help figuring this out. We have a request that one of our organisation managers wanted to see despite not being part of the assigned or supporting teams. So I added him as member to the request. When he logs in he can see that there is a request but he cannot open or view it. See attached screenshot. Is this a bug or is there some setting I have missed. He has the Incident Management User and Collaboration roles and the request is an incident. The request in question is resolved.

Adding us to customers (very) interested in scheduling of reports

I don't have that role either. Checked system roles, service manager roles, collaboration roles, document manager roles and configuration manager roles. What am I missing?

Is it possible to automatically assign each user to a team when importing them through CSV upload for example by adding an organzation ID column? The wiki https://wiki.hornbill.com/index.php/Users doesn't say anything but if this is possible what should the name of the column to be imported be and how should the format be for the organization? Organization ID in organizations is in the format company/department/team, could this be used here as well?

Just posting to bump this issue. We have the same problem with a large and complex organization and it would help immensely. I raised another post unaware of this one.

I have our internal users set up with the following structure: The Company Division 1 Team A Team B Team C Division 2 Team A Team B etc.. I want all of Company to be able to subscribe to a service through the Service portal, how do I do that? I tried just adding "The Company" to subscribers but my user who is in Division 1 > Team A cannot see the service in the service portal in order to log requests to it. What am I missing?

I second this proposal. It would be a really good feature to have since we work mostly with external customers where multiple customers may be affected by some systems

Thanks, I was looking at custom forms. Sometimes it's easier than you think.

We currently have set up a request profile for tickets that is used in reporting. It's a multi level list. Is it possible to acccess this through the progressive capture and have the customer choose profile directly in the portal?

Thanks!