[Assigning assets to contacts]

I want to assign assets to contacts, but the contacts do not show in the list for 'used by' and 'owner by'

 

 

how can i get contacts to appear? 

[Add a manager for a contact?]

thanks @Steven Boardman

[Add a manager for a contact?]

Answered my own question on the first bit: 

 

[Add a manager for a contact?]

@Steven Boardmansorry, i mean, I have added a new custom button on the contact view:

 

 

is there any way i can get this to appear in the customer details view when a ticket has been logged?

 

 

if not, can a BPM look to see what the value of the 'financial approver' button and then depending on the answer i could use a decision node on the BPM? 

[Granting Manager Access in Organisations]

@Steven Boardman, thanks, i have set this up but the contact now seems to have access to multiple organisations. if i click on an organisation that he is not a contact in, and click on customer portal, he is listed and 'can view' .

 

I am going to have loads of organisations and contacts within their organisation cant view tickets from other orgs,

[Add a manager for a contact?]

thanks @Steven Boardman, would their be any alternative to say add a custom button to flag a specific condition? 

[Granting Manager Access in Organisations]

@Steven Boardman, thanks! i have enabled the setting but cant seem to figure out how to add the person who i want to view other tickets logged by the contacts. When i click on portal access under the Org i see this:

 

[Add a manager for a contact?]

I am starting to add more and more contacts into my system, a number of my BPM asked the requester manager for approval, is there an option for a manager to be selected for a contact? Does a custom button need to be used?

[Granting Manager Access in Organisations]

I have created a few organisations with multiple contacts, I cant remember, how i can set someone as the manager so that they can see all tickets logged by contacts within the organisations..

Thanks 

[tickets going on hold automatically when emailing requester]

Hello, I was wondering if someone can help me and tell me what settings I need to config so that of we send an email to the requested, the BPM will automatically put the ticket on hold with a specific sub-status and when the requestor replies it add the tickets back to active? 

[h_custom fileds not populating email templates]

I have managed to fix this, by selecting a custon field (255 CHAR) instead of DATETIME and then set up the following node in the BPM:

 

thanks for all your help

 

 

[h_custom fileds not populating email templates]

@steve@Steve Giller -I have looked at your suggestion but the date is still showing incorrectly. 

 

Thanks @Jeremy for your advise, i have added the node in at the beginning on my BPM but it still does not change the date, it is still displayed as: Leaver End Date: 2020-12-09 00:00:00Z and i did map it correctly (so i thought). 

[h_custom fileds not populating email templates]

@Steve Giller - if you could take a look that would be great.

 

Thanks @Jeremy for your advise, i have added the node in at the beginning on my BPM but it still does not change the date, it is still displayed as: Leaver End Date: 2020-12-09 00:00:00Z

[h_custom fileds not populating email templates]

thanks @Steve Giller, managed to address everytihng now apart from the date. This is what i get:

 

Leaver End Date: 2020-12-03 00:00:00Z

 

and this is ideally what i want to see: Leaver End Date: 03-12-2020.  My regional settings are a UK

[h_custom fileds not populating email templates]

Thanks @Steve Giller, mapped custom 32 over to custom A and this is what i get:

 

it hasn't picked up the name.

[h_custom fileds not populating email templates]

Hello,

I am trying to map an email template to pull through some custom text. Below is an example of the email template:

and this is what comes through:

Cuatom31 and 32 is set up correctly in the PCF but nothings is pulled through

 

Also, how can i get the date field to just display the date in the UK format? 

[BP/Workflow errors in SM build 2041]

okay, thanks @Victor, will need this help. I have not changed the WF yet as per a comment earlier on, there will be a fix deployed later today.  Do you know when this will be released? 

[BP/Workflow errors in SM build 2041]

@Victor when the new patch is released, will it fix all tickets which are currently broken? 

[BPM Error on RFC Module]

thanks @James Ainsworth, I think this has worked. 

[BPM Error on RFC Module]

I am getting the following BPM error when one of my team tries to action a task within our RFC module:

 

 

this is the error in the BPM workflow:

 

this is how I have the BPM node configured:

 

and this is the BPM:

 

basically, what I want is that whoever completes the manual tasks "change implemented successfully" task and selects "implementation failed" that the are then assigned the task in the "roll back decision"

 

this is when i get this error

 

[How to filter Assets by Organisation]

Hello, 

We have created a number of organisations and within these organisations are a list of contacts. If i manually upload all of their assets into the system, is there a way i can filter these to show assets by Organisation or site? 

[SSO - Default Identity Provider for Single Signon - not populating drop down.]

+1 same here

[Feedback questions results]

Hello,

 

we have enabled feedback + added some feedback questions when we resolve tickets. How can I view what our customers comments?

[Buttons not available when a ticket is on hold]

thanks for your prompt responses @Steven Boardman @James Ainsworth and @Alberto M

[Buttons not available when a ticket is on hold]

I am sure this is a simple answer but I cant find how to do this, when a ticket is put on hold, a number of the buttons are not available. Where do I need to do to be able to make these available?