Sandip Bhogal
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Posts posted by Sandip Bhogal
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Hi Steve,
I've got an existing request workflow inplace at the moment which collates to another intelligent capture which has External Authorisation setup to progress or close request based on response but wasn't sure if there's anything specific i need to amend to the way it currently looks (I had this setup from Hornbill before using credits). Is there anything i need to do from the Intelligent capture side?
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I created a form where a line manager fills in all the details, so once the form is submitted it will automatically be generated into a ticket which the analyst will then proceed.
Aim here is that before a ticket gets created we want the form with questions all answered to be emailed to the Director so he can approve, that way the ticket will be on hold till director approves or rejects the form submitted.
How can this be done is my question, do you have an existing example or a guide i can follow?
I've made an existing form in the past help of Hornbill which does the exact same thing but only when the line manager who fills in the form clicks on specific button triggering an email to be sent to the director/ticket being on hold till approval required.
This time it will be something different but I'm trying to see how i can use existing workflow.
Would appreciate your help.
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Hi guys is there a way to add standard image on the form? How can this be done?
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Hi, i'm creating a form which needs to have start time and end time. I been using Date & Time control but was wondering if there's an alternative way to have Time control only feature instead of date?
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Hi Steve sorry its a picture of a diagram, does it need to specifically be in any specific format like JPEG?
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I made a form which i need at the end to display a PDF picture, how do i make it shown? I would appreciate if someone give me an understandable guide to follow hoping for it not to be over complicated
Many thanks
Sandip
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Hi Steve,
Thanks for getting back on this, as you can see the current form i got inplace, what option is it for me to add attachment, so the end user can upload document. When the ticket gets created whoever deals with the ticket can see the attachment also?
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Hi,
I'm developing a form which will be a user form filled by a line manager, is there a way to have option on the form for them to attach a document? Could be something like Word/PDF, if so how can this be done? Do you also have a sample i can use just to see how it works when going through workflow/intelligent capture.
So whoever is going to deal with this request can then see the attachment also from the back end?
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Thank you Steve, i think thats fixed it. I need to add something in the process where it excludes weekend for the timer.
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How we want this to work; the user selects a specific option from a form on employee portal and ticket gets created. Due to the user selecting something very specific from the form, the email will need to be approved by the director. What should happen is, lets give the director a timeframe e.g. 3 days, lets keep the ticket greyed out on service manager so we cant perform any action till the director approves the request or rejects it (his actions). If the Director does not approve it within the timeframe set e.g. 3 days then the ticket auto closes and the request gets rejected meaning the user will need to submit a new request again.
The workflow pretty much has majority of this covered already from the last specialist who helped me, we're at a stage where we only got a small part left to make it work - e.g. when the request is on hold, the existing ticket should stay open till 3 days set and at the moment when we test it, the ticket auto closes after 3 mins due to having no action from director.
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We have a workflow inplace so that when the ticket is created, request will be on hold for 10 Mins till the Director approves the request. This is something i need help with, would appreciate if someone could guide me to help get this process to work would be grateful:
If you think i need extra node for this before the hornbill automation, let me know what kind and how can it work, does it require alot of work too?
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Hi Steve, i was looking at other forums on how they used suspense node e.g. Guest Mary's response in 2021
was wondering how would the suspense node for for my organisation? would it be similar to the one MAry pointed out, trying to work out for my scenerio, would it come before the hornbill automation...
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Hi, i published it the updated ver as well as updating the 3 mins timeframe to 10 mins it still times out in 3 mins
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Hi sorry i managed to revert back to another date but it seems like when i select 2 days for example it times out in 3 mins, the 3 min period was there previously, its not changing from 3 mins to 2 days
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Hi guys, i tried to make changes, seems like its affected the form on how it used to work before, im not able to get it working again, at the bottom when i try to put in Awaiting Approval, it keeps disappearing and when i tried to test the 2 mins timer its now not working: Im not sure how to get this to work again, is there way to get the sub-status to work ? I'm also not able to revert back changes been working on other things from the form.
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Hi, i would want to count 5 working days, is there a way to do this on this form below, just so it doesn't include the weekends and bank holidays:
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The aim on this is, if the user selects CareNotes User Amendment option:
The Date Booked for CareNotes training should not be mandotory, if they select New CareNotes User at the start then the date booked for carenotes training should be mandotory.
Question is, how can i make this to work?
Many thanks
Sandip
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its so strange like when I added Hornbill automation:
after i tested this, the ticket email goes through, but it closes the request automatically, something is not letting it work fro this hornbill automation, i dont know what it is.
and when i delete this hornbill automation the processes start working properly again, just lacks that email confirmation to be sent to MyTapSupport team
Is there anything you reckon i need to take off?
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upon approval it need to go to fixed email address, there is no need to fetch email address from the system, is there a simple way to make this happen?
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When i added the automations seems like there was another process which got lost whilst having this inplace, the system was meant to send an email to the director it did not work due to these changes. Maybe i did something wrong? Have sent you the screenshots above.
Thanks
Sandip
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Hi James,
Thanks for getting back i've now made some changes below, haven't tested it out yet just wanted to check with you first if there done correctly.
I've made 2x Automations:
Directors email confirmation automation looks like:
Let me know if i missed out on anything else before i can test this.
Thanks
Sandip
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Hi,
I have created an Hornbill automation on workflow, I want an email to be sent out to specific team not the customer, below is screenshot of available options, im not sure which option would work for this, needed help.
What task should i use for this? need to have email sent to a internal team
Would appreciate your help.
Many thanks
Sandip
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I want everyone in our trust to have the company portal page looking like this below, they can see the services they got access to on the left hand side and see their open or closed requests on the right hand side (is this possible? If so, where do i go to ammend widgets or to make it look like this for everyone?):
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And also how to delete guest account? I can only archive them
How to avoid SLA duplications
in Supplier Manager
Posted
Hi, it seems like I'm getting duplications on my SLA's for odd reason, not sure how this got enabled but is there a specific way i can edit and remove for instance P1 - Major and not remove P1 - IN - Major?