[Create Service Requests Automatically]

Hi,

I am interested in how we can bulk create service requests using a CSV file and have found this wiki article here https://wiki.hornbill.com/index.php/Service_Manager_Request_Import_Utility.

However, I've got halfway through creating a test file and realised there is no reference to questions. I want to bulk create requests that are normally entered one by one via a progressive capture form.

Is this possible? If so, how? Do I effectively need to call the API manually and parse a CSV myself?

Or is it perhaps easier to map the CSV to custom fields in the request and then the BPM inserts the answers to the questions?

 

[Date Picker Wrong Format (US instead of UK)]

I'm gonna take a stab in the dark here and guess that @Adrian Simpkins you are using the new Customer Portal over the old Service Portal, which I believe isn't supported any more. Is that right? 

[Date Picker Wrong Format (US instead of UK)]

Hi @James Ainsworth

As previously said, this was already set to UK settings, which made no difference. I have now tried setting the following to no avail.

 

Still showing as US date on the form.

 

P.S. I should clarify that I am using the Service Portal

[Date Picker Wrong Format (US instead of UK)]

I have also checked the Advanced System Settings and looks like it reflects the same 

[Date Picker Wrong Format (US instead of UK)]

Hi @David Hall

I have UK settings on my Hornbill profile as per below. But does this effect that? As we have users in the business who access the Service Portal without a Hornbill licence

[Date Picker Wrong Format (US instead of UK)]

Hi,

We have implemented an Intelligent Capture form that uses a Date Picker field, which is showing up as US style date.

Despite the fact that I have UK format selected in my Windows settings and Chrome being set to UK language, it is showing as MM/DD/YYYY.

Is there any way to set this correctly in the form?

Field info below.

[Hiding Labels from Questions Tab]

Could I please revive this topic? The solution given may have provided an answer for OP, but for me I would like to have the ability to hide each individual label from the Questions once the request is created.

Can we make a change request for this?

Thanks

[Ability to save a form before sending it]

+1 from us - we have had requests in to save form drafts before submitting requests.
As @Paul Alexander has said, would be grateful if anybody from Hornbill could say whether (a) this is technically possible and (b) any timescales for development

[Add Connection from Data Query not working]

Thanks @Victor this has worked. I misunderstood the definition of "Co-Worker" as I thought this may be only for Full users who manage the service desk.

[Add Connection from Data Query not working]

I have a Progressive Capture form which allows a value to be chosen via a Data Query to basic users. I believe this is querying the h_sys_accounts table, where I expect the Name from the form as it is displayed e.g.

See form field setting below.

I have setup the Business Process to get this value and add a connection to the request automatically, however, this is failing on adding Connection as a Contact (from variable). It seems to be trying to get h_firstname, but since I have selected "field_11" I would have thought this should be grabbing the Display Name or h_name. Can you help?