Jump to content

wfmike

Hornbill Users
  • Posts

    17
  • Joined

  • Last visited

Posts posted by wfmike

  1. Hi @Victor - thanks for getting back to me on this. 

    Regarding the h_bpm_email_approvals - I'm using the Authorisation node and have set an authoriser in it. 

    1. An email is then sent to the authoriser 

    2. Authoriser either Approve, Tentative or Rejects. 

    Is the above not the table that would manage this?

    Just so you know, I've implemented a workaround by using a custom field to take the outcome, which I've then used as a filter in the report. 

  2. Hi support, 

    I'm currently trying to create a nightly export to a CSV based on Requests and h_bpm_email_approvals 

    In the report builder, I LEFT JOIN the h_bpm_email_approvals to Requests and filter table column outcome = accept 

    However, on Data Preview the filter doesn't seem to be working (see attached) 

    Am I using the right method to filter cases based on approvals?

    Thanks

    screencapture2.png

    screencapture1.png

    Headset Approved_1591.csv

  3. Hi @Victor

    Hope you are keeping safe. 

    Just following up on this request. 

    Any idea if this has been added to the development pipeline? 

    I know this is more of a nice to have, rather than a major update / fix but would be great to know if there is a timeline to implement. 

    Thanks

  4. Hi all, 

    Hopefully someone else has tried doing this. 

    I'm trying to re-authorise a request after a rejection outcome. 

    This is to allow the Agent to select a user with a collaborative license and resend the authorisation email on behalf on the requester. 

    I'm trying to achieve this through a Human Task (select the user) then the authorisation node emails that user. See attached 

     

    re-auth.PNG

  5. Hi Support, 

    I've noticed when using the WYSIWYG I get the below errors when sending and email. 

    1. The text area shows one view of what you've typed but then formats a different view after sending (mainly related to text spacing and fonts)
    2. If I copy and paste some text it randomly chooses the font which I then cannot change after highlighting the text and selecting my preferred font e.g. Arial 

    All in all, I was hoping that changing the WYSIWYG version or type could be left to the Admin to set. 

    The simple version being used on this Forum would be perfect. 

  6. Hi Support, 

    I'm a new user of Hornbill and like some of the options offered in the software so far. 

    However, I've noticed there is no way to quickly navigate through your list of ticket without returning to the main tickets list view. 

    Can I propose adding a Next and Previous button / Arrow when viewing a ticket detail so that agent can quickly navigate to the next / previous ticket in their queue. 

    Thanks

    Hornbill suggestion (2)_LI.jpg

×
×
  • Create New...