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Estie

Hornbill Users
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Everything posted by Estie

  1. @Steve Giller I personally would not re-assign a task without looking at the request that it was raised in first. Can you point me to where I would search for a task ID? Any advice on dealing with an outstanding task with no other approver to reassign to?
  2. @CraigP - Ahh OK thank you, that does seem straight forward - not sure why I completely missed the tick boxes! With a bit of tweaking of the h_status your SQL statement has worked a treat thank you I'd like to request an enhancement that the request reference number is also shown on the list of tasks to reassign (in the Before Continue window) - @Steve Giller I am still not sure what to do with the task when there is no replacement approver to reassign to though!
  3. @Steve Giller- I also have this issue. I am unable to archive 3 users who have left as there are still outstanding tasks assigned to them. The only option (when I have finally found the outstanding tasks) is to reassign the tasks. All other approvers in the approval group already have the task assigned to them. The tasks are individual as @Adrian Simpkins has explained above. So I have no-one else to reassign to. Although they may not be able to login to our systems this is surely a security issue, as we do not wish to have disabled user accounts showing as active in Hornbill. I would also like to know how to manage this scenario. I would also point out that it is really difficult and manually intensive to actually find out which tasks are outstanding for a particular user - see below - unless I am completely looking in the wrong place? I have done the following: Check the errors in the archived LDAP log Go to the users in Platform config and attempt to archive manually - I get the following: Click Re-Assign I can hover to get a task ID but no request ID/reference I click on the name - Hardware request review – New Activity window appears with details of a previous unrelated activity. Unable to locate the task/request linked to the account. Fortunately we have a pre-approval holding queue where I have found most of the tasks, however I have had to manually search through it which is very time consuming. I have also tried viewing activities logged in as Admin but simply find the search/filter function does not work and I can see some other team's activities but not others. I would be grateful for any advice or help on this. Many Thanks
  4. @Miro I can see that the borders for the non-mandatory fields are now showing without a red bar which is less confusing. Thanks for your help.
  5. Hi, I would like to schedule a report via email and send it to an internal shared mailbox but the save option does not activate if I add the shared mailbox. I only seem to be able to add an email address of a current co-worker. Is the shared mailbox treated as an external email address (as in the BPMs)? Is this possible? Thanks
  6. Hi We have a custom button to flag any request as a security incident, which fires off an autotask. Is it possible to report on or produce a list of requests where the custom button has been used? We do add an entry to the timeline when it has been used. Thanks
  7. We have had further feedback from a user as below. I have given some alternative suggestions - however is this something you may consider adding? Thanks suggestion for the new interface that would be really useful is when I am dealing with a ticket and have finished with it and am wanting to move onto another, it would be really helpful if the below was available on the page:- At the moment I have to either hit the back button or click on the button to select Service Manager which then gives me the above menu. Not sure if there is currently an easier way to access the menu above with the current interface but just wanted to flag in case not and if it is something that can be introduced into the new interface.
  8. Morning we have received feedback that the difference visually between on hold and open tickets is slightly harder to see with the new view if you've opened them and they lose the blue highlight In the current system the on hold requests have a slightly greyed out/light blue highlighting, which is not distinguishable in the preview. Non Preview: Preview: Thanks
  9. Further to the above if you wish to look at anything before 2023 the process is not intuitive as you have to keep clicking on the year to get other years. Is anything before 2016 reportable? (N/A to us but might be to others..)
  10. Hi @Daniel Dekel Thank you for all the above responses. I don't quite understand what you mean by 'paying users'?
  11. I have noticed that in our custom forms the static radio set buttons for choosing options are misaligned to the text (for both analyst side and Home Portal: I have tried in Chrome and MS Edge. New UI: Before: Thanks
  12. Hi @Daniel Dekel Can I just clarify who will see this preview? My understanding is that all account types of 'User' will see the preview - is this correct? Or is it just those with a Service Manager licence? Thank you
  13. I agree that the extra spacing in the email templates list is unnecessary. Currently we are having to scroll down the whole request to see any templates at the bottom of the list. Could a scroll bar be added within the template list? Thanks
  14. Hi I have noticed that in the preview when expanding the search tool magnifying glass icon the search bar covers the preview end icon - so I was initially confused as to how to end the preview. Also in the preview the actions toolbar at the top of a request is now overlapping onto two lines - previously it was only one line. Is there any way to return it back to just one line? Thanks New UI Preview: Current view:
  15. Hi, This seems like a silly question - however I have noticed that a lot of our form fields show a red bar to the left. Other fields do not show a bar. Some of our customers are mistaking the red bar for a mandatory field - which I believe is marked by an asterisk* (and a red border). In the Wiki I can see some form fields have red bars and others have blue bars. What is the purpose of the bar to the left of the field? Is there a setting that would allow us to change the colour of the bar? Thanks
  16. Hi, The notifications bell at the top of the forum is very useful as it shows the number of new or unread notifications as a red number. However I notice when I click on it to see the new notifications the number on the bell disappears - which happens whether I have not read any of the notifications or whether I have read just one. This means that if I don't have time to read them all at once, I can forget that there are still new notifications. Is there any way to enable the count on the bell to remain and show any unread notifications? Is there also a way to make it more obvious which notifications are new/unread and read? Many thanks
  17. @James Ainsworth Thanks. However in our IC below - the cancel button produces the grey line as above for the student route, after the default Service Details form, and does work after the customised form - HR or SITs Managed. Are they not the same scenario? ie no form after the Branch node? The cancel button after the customised form shows this:
  18. Hi We are using the cancel node in a couple of our Intelligent captures and have noticed that the text we expected to see on the home portal is no longer showing. Instead we are getting a grey line as in the screenshot below. Is there an issue with the node? This is our cancel node:
  19. I would like to add a dynamic drop down field for a co-worker search to a customised IC. Is there a field that I can map to directly so that I can pick up the Customer in the business process? Thanks
  20. Hi @Steve Giller - I am a bit confused by this change. We were using a different email address to that above, which is showing in Platform Config>Shared mailboxes> default address. Do I need to change the above setting to our shared mailbox default address? Do I change both of the below settings?:
  21. Hi, We are using the default request details form for summary and description in our ICs. The default form has been set to non-mandatory, as we have some quick tickets where this information is not required and therefore wish to bypass it for some requests. I have noticed that if the Summary field is not completed (ie left blank), and the description field only is completed, both summary and description fields appear blank in the 'Details' section of a request. Has anyone else noticed this? Is this normal behaviour? Thanks
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