stevebissex

Hi I have a Service Request workflow, which creates a Linked Incident, but the information regarding Customer and Response time is not passing through to the linked call - see pics I have tried - leaving Copy Customer to Auto or changing it to manual or using the variable but still the information is not passed through to the call that it created this happens on both linked Service Requests and Linked Incidents any suggestions would be helpful Steve Bissex

Hi james, My self and my colleage Gareth, have been playing around and we managed to get a card on the Board, but there is no information in it. Also we were unable to delete these cards afterwards.

Hi Steve, Yes steve

Hi James I have uploaded the workflow and a pic of the Board as i want it setup, I want to move the card across the Board as it reaches the stages within the workflow, the one for the close at the end. It would be great if you could get it working, we are getting lots of these calls and its a pain for the guys on the Service Desk to have to move them all manually across the Board at each stage in the process Honestly, this took me no more than 5 minutes to set up on the old Boards which we have been using up until last week, now we cant use that anymore and we have a few workflows with Boards that wont work anymore as well as this new one. Steve ipo---legacy-home-kit-return---v2.draft.bpm.txt

This is the bottom half of the node in the workflow, its the same if I use a Board with the columns already defined or not

Hi James I have always had - Home System User & Guest Access Roles Board Super User access

Hi James, still the same, there is something wrong with the board-id, I have even tried creating a new board with the default lanes and its still the same, and can you explain why the Board Manager application is in the drop down if we are using Service Manager

Thanks James for your reply but still cannot get it to work, I have the following error now (see pic 1), with the node setup as in pic 2. It doesn't see very logical to me, it worked so easy on the old boards but now this new Board application (just rolled out), makes things very complicated, i think I will have to resign myself to having to move the cards manually within the call, which is a pain as there are going to be loads of calls logged. What does it mean Board Id not expected, also in your previous example you have Service Manager not Board Manager

Since the new Board app introduced, i am unable to put a card onto a Board from the workflow or indeed then move that card across to other columns. This was quite straight forward in the old Boards but I have tried all combinations and I am unable to get this to work. Has anyone actually got an example of it working, rather than a suggestion, I am getting this error at the moment (see first pic). My node is setup as in Pic2 and my Board is setup as in Pic3 NOTE, this is using the new Board App which is accessed from the Board Icon I have also tried several combinations as in pic 4, but nothing seems to work

Hi, I also have a simlar error, but I am unable to find the offending field. The text size provided (1178 characters) is greater than the maximum allowable size of 1024 characters for column h_details... I am guessing its somewhere in the Authorisation node but I just cant find it

Hi Steve I already have the for entity set to requests and I still cannot see the task in the drop down menu steve

Hi, I am attempting to create some Auto-Tasks and have been able to create them OK, but when I try to attach the Task to a Button within a call, there is nothing in the drop down list The Auto-Task is published I am able to put in a weblink and that works OK Is there anything I need to setup, to enable these Auto-Tasks to appear Thanks Steve Intellectual Property Office 20/11/20

When creating Email Templates with custom_fields, it sometimes populates and sometimes doesn't. As far as I can tell Its related to how quickly the email client (Outlook), picks up the request. If the email is sent within a few seconds, then the custom field is not populated, but if there is a delay of a few minutes, then the custom field is populated correctly. is there a way to perhaps delay the email being sent so that the custom field has tome to populate properly.

I would like the option to have a variable custom field so that I can use the same Email Template several times and hence simplify the complexity of the workflow. Is this possible, if so how do I go about achieving this

Hi I have an issue with Service Manager and I would like some help. I have created several Progressive Captures, that work independently and on each of these my calls are logged with a Description and a Summary, and the correct category and priority etc however, I have now created a new Progressive Capture which in fact redirects the users to existing Progressive Captures depending on the answers to the questions, however, once it calls the Switch Captures and the user completes it to log a call the Summary & Description and Category and priority fields are not populating as they did on the individual Prog Capture and also the call isn't being properly auto assigned. I know that it must be a setting that I am somehow missing (maybe in the system settings so that the Switch Capture can take all the relevant information into the call Steve Bissex