[Business Process Export]

Hi James,

It is but when I download them they are turned into text files and don't appear usable. Am I doing something incorrectly or is there something else that I need to do afterwards?

Thanks

James

[Business Process Export]

I recall being shown how to export business processes during the initial switch on process but can't recall how to do this now. 

Any assistance much appreciated.

James

[File Import Options]

Cheers Steve

[File Import Options]

Thanks Steve, that was my thinking also.

Cheers

[File Import Options]

Hi,

Some of my users are experiencing issues with the csv file format for mobile phone uploads. They have been keying the data within the csv and regularly saving this during the day ready to import but have closed and re-opened the file as required. When they re-open the file they have lost some of the formatting and end up with the below as an example.

imeiNumber	simNumber
3.53228E+14	8.94413E+18

I understand the nature of a CSV file but is there any reason why the option to upload from Excel is not available? Is there a simple workaround that I can attempt other than telling them to keep the file open all day ready to import or just manually key the mobile data in?

Thanks

[Duplicate Asset Records in Error]

Hi,

We've imported various assets via a CSV import but now need to update both the state and substate for many of these; tried a couple of things which result in duplicate records.

Attempt 1

lastUpdatedBy - maintained "admin"

version - changed from 0 to 1

Attempt 2

lastUpdatedBy - changed to "usedById" id 

version - maintained at 0

I suspect that there is a real simple solution but any help would be most appreciated.

Thanks

James

 

[Portal Icon Modfication]

Hi James,

That's the one!

Thanks

James

[BPM Data/Logic errors due to Unsynchronised/Overlapping operations]

Thank you. I did see that other post and thought it was along the say lines :-)

Thanks again

James

[Portal Icon Modfication]

Service Portal

Thanks

James

[Portal Icon Modfication]

Thanks Martyn. This changes the icon display on the first page of the portal but I'm looking to change the sizes of the boxes on the secondary page with the low level service options.

James

[Suspend - Pending Customer Response Confirmation]

Hi,

In many of my business processes I have a suspend function pending customer response which is due to automatically close as resolved after 5 days. A new requirement has arisen whereby we have been requested to, notify the customer once with the option to respond after 7 days as an example but then a secondary mail after 3 days saying that the call will automatically close.

Please could someone advise on the best way to achieve this?

Many thanks

 

[Portal Icon Modfication]

Hi,

Is anyone able to advise me on how to change the number of service options from two to perhaps three on the portal?

Thanks

[Creation of sub-teams]

Hi,

I've recently been through the on-boarding process but following a couple of quick demos I have been asked if it's possible to create sub-teams like we have today in Supportworks. I'm sure that it will be possible and have tried to play with the system but not quite hit the mark yet. Any help much appreciated.

Thanks

James

[Marking Customers as VIP etc]

Hi Jeremy - I've used an attribute  field from the user profile to flag VIP customers and built this into the business process to flag them.

Hope this is useful.

[Service Portal - Change text]

Thanks for getting back so quick! It works but your correct in that it's not obvious :-)

Thanks again

James

[Service Portal - Change text]

No option to translate at all.

 

[Service Portal - Change text]

Thanks Daniel but I'm unable to change the translation as either an admin or under my own user credentials having added the Translator role. Any ideas?

James

[Service Portal - Change text]

Hi,

Could you provide the full path to follow and what level of access is required to make these changes please?

Thanks

James

[Wrong Service Used - Best way to handle]

This has been a useful thread. I'm just starting out and could foresee a similar situation arising so have just updated the 'CancellationReason' simple list.

Thanks

James