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Alisha

Hornbill Users
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Everything posted by Alisha

  1. Thank you @Jeremy and @James Ainsworth - I didn't realise this was already there. I was looking under the wrong section!
  2. @Victor Thank you so much, that's really helpful and saved us a lot of time. Is there a way to see if there were any requests with those departments linked? Would deleting the departments affect any of the existing requests in any way?
  3. Hello, Is it possible to request the use of Wiki markup in resolutions please? Specifically when creating an automatic resolution text in the Business Process please? I know there have been similar requests before about using links in resolutions, but I couldn't find a thread for this particular query - sorry if this is a duplication. We would like to insert a few links into a resolution text within the Business Process and make the links look 'cleaner' by using Wiki markup. Otherwise the links are very long. Many thanks, Alisha
  4. This worked very well, @Victor, and exactly what we needed. Your example and instructions were very easy to follow and understand. Thanks for all your help, very much appreciated.
  5. @Victor, also, we're already using custom fields in the Progressive Capture, do we need to pick different custom fields for the outcomes of the task in the Business Process?
  6. @Victor, thank you for responding so quickly. Is there some documentation that I can read that will teach me how to do this please? I've not done this before. Many thanks.
  7. Hello, I have a Business Process query. I'd like to have two different resolution outcomes based on the tasks on the previous stage. For example, in the second stage, if a task is completed, I'd like it to move on to the third stage (resolution stage) and automatically resolve the request and send an email to the customer. However, if the task is not completed in the second stage, I want it to move on to the third stage and use a suspend node and wait for a manual resolution. Is that possible please? I've had a look but can't see a way of making it work because the task is not on the third stage. Any ideas on how to achieve this would be gratefully received. Many thanks, Alisha
  8. Hello, In System > Organisational Data > Organisation, is there a quick way of pulling up all the departments that have 0 assigned users? We need to delete all the departments that don't have any users assigned. Many thanks, Alisha
  9. @James Ainsworth, we also have a requirement to add a user if someone is logging a request on behalf of them. Do you have an update on the User Picker please?
  10. @Conor, just to add to this. Perhaps if we ask, 'How many people are you logging the request for?', and then if the answer is 50 for example, it would bring up 50 rows in a table for the customer to complete?
  11. Hi @Conor, This has cropped up again for us, and I was wondering if we could request having a table input as an enhancement please? We need to create a capture to gather information from several customers. This can easily be up to 100 or more, as one person will be logging the request for the whole team, so the solution provided in an earlier post above is not as feasible for this. Is there another way around this please? Many thanks, Alisha
  12. Hi @Deen, The image is stored on the network in our Intranet's CMS. That's where we store the images to use for our captures as well and that works fine. Many thanks, Alisha
  13. Hi @Deen, Yes, if I hover over the a request, the customer details don't seem to appear. Is it possible to add other information to the requests on the board, for example third party reference number please? Many thanks, Alisha
  14. Hi @Steven Boardman, If I enable the 'Post' notification, I get all notifications for the team, e.g. if a team member assigns a request, sub-status updates, etc. I'd just like to see notifications for requests I'm following. Is that possible please? Many thanks, Alisha
  15. Hi @James Ainsworth @Steven Boardman, Thank you, the Bookmarks and ability to Follow a timeline are really useful. Is there a way to get a notification when a request is updated, so we don't have to keep checking our Bookmarks or what we are Following? Many thanks, Alisha
  16. Hi @James Ainsworth, Yes, our analysts currently load a slideshow on their computers to view the dashboard. We find this easier as not everyone can see it on the larger display. Being able to access the dashboard on individual computers has also been especially useful while working from home. Many thanks, Alisha
  17. Hi @Conor @Gerry @James Ainsworth, Our Advanced Analytics dashboard currently shows information such as critical incidents, today's changes/releases, requests coming off hold, open requests, requests with third party, number of emails to process, etc. so it shows an overview of what's going on. We'd really like to be able to have links on there, especially to specific boards, so that everything is in one place. Is that something we'd be able to achieve in the Employee Portal when we start configuring that? Many thanks, Alisha
  18. Hello, Is there a way to check which Business Processes are currently being used by open requests? We have different versions of Business Processes, and I wanted to delete the ones that weren't in use to tidy things up in the background. Many thanks, Alisha
  19. Hi @Conor, Thank you for getting back to me so quickly. The Dashboard I mean is the one in Advanced Analytics. Many thanks, Alisha
  20. Hello, We'd like to add links to our Dashboards. Is this possible please? If not, please could we request this as an enhancement? For example, adding URLs to open Boards from the Dashboard. Many thanks, Alisha
  21. I understand, thanks for all your help @Steven Boardman
  22. Thank you very much @Steven Boardman Will this affect the auto-resolve/self-help fixes that we already have set up in our Business Process?
  23. Hi @Steven Boardman, Sorry for not being very clear. When the analyst assigns a request to themselves, can we configure the Business Process to show that action in the HUD without using a suspend wait analyst node? I believe it's the suspend wait analyst node (which we had already) that is stopping the email notification from being sent to the customer on resolution (if the analyst forgets to assign the request to themselves). Many thanks for your help. Alisha
  24. Hi @Steven Boardman, Is there a way of showing 'Analyst Assigned' in the HUD (through a manual assignment) without using the suspend await analyst node? Many thanks, Alisha
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