Adrian Simpkins

Thanks Craig Ill have a play and see if that is what happens now when cloning a request - my understanding was it ran against the original BPM not the latest so will check that over

Thanks Steve appreciated as always

Hi Steve Yes it is technically the definition of Copy but I was looking for some enhancement to the options when we clone. As Rob has suggested I would not offer this out to all users, but having this as an option at the Admin level would be beneficial for the scenario I laid out where copying a request uses the exsiting BPM. Whereas I have occassions where I fix an issue in the BPM that can not be overridden in the existing request so on this occassions I would like to copy request but be able to specify the BPM so that I can call the corrected BPM and not have the same error occur again Many thanks Adrian

Hi All I wanted to suggest a possible enhancement to the copy / clone request function please. I understand that at the moment if we clone a request it will call the previously used IC details / BPM. However, I wanted to request an enhancement if possible where we can choose the BPM to run the clone against please? Reason I ask is we often have a process that fails due to an error in the BPM configuration which is fixed by updating the BPM. However when we clone / copy I believe this calls the version it was raised against - what I wanted to ask is would it be possible to enhance the copy / clone feature so that we could choose the BPM to run against ? If its not possible no worries - our workaround is normally to raise the request internally for the customer calling the newly fixed / corrected BPM Many thanks as always Adrian

Hi All We have some changes where since it was raised the dates for implementation has changed. We write the schedule imp date to our card as it is raised which will then be discussed at the next CAB meet. How would we refresh the data set in the card to reflect the changed imp date? Could I setup a custom button perhaps to refresh it as I note we now have the custom button function now available in the board. Many thanks !

Hi Daniel I will pass on the comments to her to see if she can check the points you raised Thanks as always Adrian

Hi Daniel, thanks for the response. We all use Windows 10 with the latest version of Edge. She mentioned Tahoma or Calibri as preferred fonts if possible please Many thanks !

Bump please

Hi Martin I note you have integer fields set on 2 of the data fields and using integer fields can cause issues. I know I have had several services where the custom data was not populating as we set an integer for a phone number incorrectly, and if an invalid value is entered into 1 field all custom fields will fail. For example your card limit field is set to 28 integer so if someone entered the card limit as 1000.00 this would fail as it is not a whole number. Do you write these fileds to the Details tab as part of the process and does the detail tab show any custom data populating or are all fields blank? Many thanks Adrian

Thanks Armando - appreciated as always

Hi Lee, I can see the same in our IC's where we do not yet have the Systems or Data Processing Record asset types to select from in the drop down list. I know these 2 asset types were added last year mainly due to a push from us here at MSE to store System data as an asset value rather than using a simple list so I would presume these are still waiting to be added to the IC drop down options. Will have to let someone from Hornbill confirm my presumption here. Many thanks Adrian

Thanks for the update Gerry, I apprecaite the confirmation of no impact on current setup / costsings etc Many thanks as always

Thanks Trevor we did suspect that was what happened but I wanted to double check. I presume this change does not affect costings for collaboration licences versus full user licencing? Many thanks as always

Hi All The last couple of weeks I noticed a lot of users had lost their collaboration licence so on a couple of occassions I reset this via the back end to grant collaboration to all users. However when checking again today I can not see this role anymore in the Roles listed in the system? Has something changed around collaboration licencing that I have missed perhaps? We have a large number of authorisers who just have the collaboration role to allow them to authorise requests but when checking a sample of these users they do not have any collaboration role, but no one has reported any issues and I can see authorisations being processed. Many thanks Adrian

Hi James Ah thank you thats brilliant - I will take a look Many thanks as always !

Hi All I note with my elevated rights in Hornbill I am able to Edit a timeline entry direct in the timeline, whereas normal Users in the system have to select Open Post then edit it on a second screen if desired. Is it possible to give the same function to my standard Users in Service manager to save them having to click through to a second screen to edit a post? I have had a quick scan over some roles I have but not sure where this Edit function sits I see this: and the normal users see this: Many thanks as always Adrian

Hi All ignore this I worked out the issue Thanks

Thanks Martyn, I will use that going forward. Indeed that would be most beneficial, I will be attending the HUG so fingers crossed !

Hi All I am looking to set a direct link to a document in the customer portal. The book mark link available in document manager refers to live.hornbill.com/mse and this of course is in the customer.hornbill.com/mse domain. I have the document working and available in the Document tab in the portal, and have pointed our external customers to that tab to use the document but ideally i want to put a direct link in the IC so is auto downloads the document like in the employee portal. Is it possible to do this? I tried the Wiki / Academy to read up on the customer portal but the links to that document appear broken. Many thank as always (apologies I still can't see the Customer portal option in the Topic list)

+1 would improve customer experience post closure no end

Apologies Alex, I think I had another post where James replied and called you it incorrectly (just saw I replied to James on the previous post and not you) Sorry ! Just as a general follow up to the co-workers setup in Timesheet Manager, I can see in our configuration that it looks like at some point mappings for our imported basic users and full users was created. I can see there is the Generate button which if used will auto generate mappings based on the users manager (that was where I got the setup mixed up previously). We have around 189 pages of configuration setup. However I do not recall ever hitting this Generate button previously as we have not really used Timesheets greatly. I just wanted to double check that having this data generated for basic users will not impact them in the portal? I presume they do not see anything related to Timesheets but just wanted to confirm this please Many thanks as always

Bump

Thanks James, I thought the Wiki was indicating it was controlled from their profile so must have misread it. Many thanks as always

Hi All I have a manager of a number of staff who is able to see their team data under the team tab on Timesheets. However, when viewing the coworker timesheet he currently sees an archived previous team member who retired last year, and no other team members. I have gone into the archived user and removed the manager from the profile in Hornbill but the archived user still shows in the timesheet / Coworkers tab? And I have also updated another active team members profile to show this managers name, and they are not showing in the Co-workers tab. Am I correct in my understanding that co-workers should populate if the manager / team owner is set as their manager in their profile in Hornbill? And when I removed the archived users manager name to be blank should this still show / should an archived user show? Many thanks Adrian

Thanks James I did think it would be a VarChar but wanted to confirm before changing the IC Many thanks as always