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ALIPO
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Posts
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Profiles
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Enhancement Requests
Posts posted by ALIPO
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Hi Alex
I am trying to add a new contract using the new '+' button with as much detail as is available to me but when I click to 'CREATE' nothing happens, so I have filled in every field in case I am missing a mandatory one (although there are no indicators of such) and I still get the same result. There are no errors returned to indicate what is wrong.
Here are some screenshots showing the data entered in the vane hope you can tell me what is the problem.
Thanks in advance.
Andrew
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I'm not getting the "+"
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I think I have fathomed it out. I was expecting to see a button to add a contract from the overall list of contracts but I believe that you need to add contracts to a supplier, thus ensuring that the supplier exists first.
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I have the role of Contract Administrator but I do not seem to be able to add a new contract. The wiki says what detail can be added but it does not say how to create a new contract. With Supplier Manager there is a big red + to enable you to add a new supplier but there is no obvious way to add a new contract in contract manager.
Can anyone shed any light on this and whether it's possible to enter a list in bulk, eg from a csv or similar please? I don't fancy adding them one by one!
Thanks in advance.
Andrew -
5 minutes ago, David Hall said:
Hi @ALIPO
You should be able to click from the Hornbill Main menu choose "Customers" -> "Organisations" and add from there
Kind Regards,
Dave.
@David Hallthank you. I forgot it was mixed in with cost centre, department, division etc. I thought that company had it's own management list. All sorted now - many thanks.
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All
Please save my sanity and remind me where to add additional company names in Service Manager.
Thanks,
Andrew -
14 hours ago, Victor said:
Just to make sure I understand, the issue happens for Gareth when he tries to create (save) the view, not when you try to create a view for Gareth (which is not actually possible - creating a view for someone else). What browsers are used?
Yes Victor, this is for Gareth.
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51 minutes ago, Mary said:
Hi @ALIPO, have you assigned members to the team?
I have but I think it's related to me not making the new team available as a supporting team against a Service in the Service Portfolio.
Now all good thanks Mary.
Andrew
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19 minutes ago, ArmandoDM said:
Hi @ALIPO
by the look of the screenshot it looks like the view has already been created, the screenshot is for a view already existing.
The button SAVE will be disabled until you change some conditions on the filter and/or the filter name. I suppose he has changed something before hitting the SAVE button ?
That is the view criteria that I created for me but when trying to create it for my colleague, Gareth, nothing happened, it did not save.
Andrew
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29 minutes ago, Mary said:
Hi @ALIPO could you please clarify what you mean by bulk upload .csv?
What records are you trying to update - users, assets?
I am looking to upload a .csv template to update Assets. Situation is that we have dozens of Assets that need to be marked as being disposed and I believe that the Manage Assets Bulk Upload function can do this, and as long as we verify on Serial Number no duplicates will be created.
Initially I thought the function was for 'NEW' only but then remembered the VERIFICATION option
I tried uploading my a test .csv but that failed
The reason made no sense to me other than a database error occurred.
Andrew
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I have created a new Service Desk team called 'Asset & Software Management' but it is not appearing in assignment dropdowns
It should appear between 'Argo' & 'Business Patents'
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Can the bulk upload .csv be used to 'Update' existing records without creating duplicates or only used to 'Upload' new records?
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On 3/23/2021 at 4:00 PM, ArmandoDM said:
Hi @ALIPO
may you please post a screenshot of what the conditions in the view look like?
Ideally we would like to replicate the issue for investigation
Regards
Armando
I have been working with our FM department to see whether Service Manager will work for them and demonstrating how to set up a view to filter FM assets from IT but the view for Gareth does not 'save'.
The VIEW is configured like this:
But I suspect security settings or permissions are preventing him being able to 'save' the VIEW
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On 3/23/2021 at 3:28 PM, David Hall said:
Hi @ALIPO
Sites are managed via the admin tool.. full details can be found here https://wiki.hornbill.com/index.php?title=Sites
Hope that's what you are looking for...
Kind Regards,
Dave.
Hi Dave, many thanks. All good now.
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Hi
A new Service Managed user is unable to save a View from Manage Assets
His roles/permissions are:
He is able to edit Asset Types and their attributes but just cannot save a View. No errors returned.
Any help gratefully received.
Regards,
Andrew -
I have forgotten where sites are managed in Service Manager. Please help.
Regards,
Andrew
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9 minutes ago, Victor said:
Got it thanks.
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3 minutes ago, Frank Reay said:
Customers don't have the option to create new Asset Classes. What I have done is rename some of the other Asset Classes (relabelled via Translations). On the whole it works OK with just a few places where the original name is seen (generally when you are doing reports or in BPM's).
Cheers @Frank Reay
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Hi
We are looking to capture FM assets in Service Manager along with IT Assets and in order to do this I need to be able to create a new Asset Class of FM so that I can create FM specific Asset Types.
Our instance is configured with General (Asset Class) and Furniture (Asset Type) underneath but I cannot see how to create a new Asset Type of FM to enable me to create FM Asset Types, eg Desk 1600, Manual Desk 1600, Electric Desk 1600, Conference Table 1600, Standard Chair, Ergo Chair etc (you get the drift). I could add all of these desk types under General (as opposed to just furniture) but thought it better to have a top class of FM (could be easier for reporting etc).
@Hornbill Support Teamplease advise if this is possible and how to go about configuring Service Manager to achieve this result.
@anyone else - has anyone used Service Manager in this way and do you have any tips please?
Regards,
Andrew
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@Martyn Houghton thank you, he was not enabled for assignments. Now all good, just need to work out how to close it now.
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I have an issue whereby a team member (Luca) is not visible when trying to assign tickets to them within their team. I have removed them from the team and re-added them as well as removing and re-adding Service Manager roles but no joy. Any ideas please?
- he has a Service Manager role
- he is a member of the team
- team is set to view and action tasks
Any assistance would be greatly appreciated.
Thanks,
Andrew
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One of the features that is missing is a Shopping Basket for the Portal whereby customers can request items such as Hardware or Software.
Would anyone else find this feature useful and @Hornbill Support Team is this on your roadmap? The question has been asked previously but @Hornbill Support Team (Steve Boardman) said it wasn't possible back in 2019 but time has passed since then.
Thanks,
Andrew
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I would like to configure the On-Hold feature so that you can only select a predetermined reason for putting a call on hold eg Waiting on Customer, Waiting on 3rd Party, Waiting on License, Waiting on Delivery
Also is it possible for the call to automatically come off hold when the timer expires or if the customer updates the call?
Thanks,
Andrew
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Apologies, posted on wrong stream.
Supplier Contracts - how to add and can this be done in bulk?
in Supplier Manager
Posted
Perfect, that worked. Thanks for the advice Alex and for raising the defect.