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CalebH

Hornbill Users
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About CalebH

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  1. Hi, I've created custom fields in hornbill with a goal to use them in reports. I use them mainly in the analyst view for calls and enable all custom fields then export the data as a csv. I've noticed that custom fields 31-40 don't appear in the list of view-able custom fields, is there a reason for this and is there anyway I can display it? Custom fields 21-30 are empty but the next 10 don't appear on the list as seen below. Any information is helpful, thanks.
  2. Hi all, So I've been trying to generate an email with information from the PC which is pulled through in to custom fields and also the same with Business Process Task answers. I understand the logic and have read other topics on here where people said similar but their suggestions usually were to put a pause wait field before the email so it has time for the custom fields to pull through. My email is being generated at the end of the 2nd page before closure but has PC custom fields are being pulled through at the start of the first page which sometimes doesn't populate and I know there is information as its a mandatory field. This can't be a time issue as the pull custom field is at the beginning. The first image above is the PC questions being pulled through on the first page. This image is of the BP task and custom field being pulled through before the email. The email contains a mixture of PC & BP answers but it's very random about what gets pulled through. Also I know the tasks and answers it's pulling through is right. Any help is much appreciated, thank you.
  3. Hi All, I've been working on PowerBI recently and really like the way you are able to pivot on data points. As all our calls/tasks are managed through Hornbill, I was wondering if there was a way to output this data automatically in to PowerBI. I currently have reports generated monthly as a pdf and understand I can change this to CSV, then upload it to PowerBI which would work but I would like to automate it more than this - rather than have to upload it manually. As I understand it, Hornbill backend is an SQL database so if there was a way to point PowerBI at this to pull from (possibly using Ibridge api?) or maybe point it towards the database where reports are kept prior to it being emailed out, that would work. These were just my ideas how it could be achieved, not all to familiar so if there was any suggestions or answers to how I might do this. That would be really appreciated. Thanks in advance! Caleb
  4. Hi if anyone could offer advice on my question that would be greatly appreciated. So I am currently trying to automate a selection process in the Business Process. The flow all works well and doesn't display any errors but on the progressive capture side I am using a static checkbox group. If the user selects one of the boxes it directs them smoothly on the backend but if they select multiple options then there's no match and just ends. I was hoping someone would have experience using static checkbox as logically it should make sense. I created an path for if each of the individual options were selected as well as a path for if two options were selected but it never goes down that flow. I used an AND statement in the Decision so if both criteria was selected it would go down this path but even that doesn't seem to fix it. Any help would be great. Thanks
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