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Steven Boardman

Hornbill Product Specialists
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Steven Boardman last won the day on May 23

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About Steven Boardman

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  1. @Paul Alexander as per our discussions at INSIGHTS, an option in the business process list to search, find and replace is currently in the works. So finding which processes a leaver is referenced in, including the specific nodes (task etc) and an option to Bulk change these to the new employee should hopefully help with managing those processes (obviously this won't affect those in flight). Watch this space, and the admin tool release notes for when this is completed, tested and available Steve
  2. @Shamaila.Yousaf that is strange as you are not updating the role, just assigning it. if you find the role in the Roles and try adding the user this way do you see the same error?
  3. @Shamaila.Yousaf typically this may need to someone with the admin role to do this.
  4. @Shamaila.Yousaf yes sorry it is the In-App Reporting role, and the system setting and then you should be in business
  5. @Dan Munns this ability has been added, it will be available in a Service Manager update shortly (not the update due out early next week, but the one after, we missed the cut off for that update and associated testing etc), so keep an eye out for the release notes.
  6. @Shamaila.Yousaf you need to have the following right to see the reporting option under the Service Manager tile: * Service Manager Reporting In the admin console you will also need to enable the following system setting: Admin Console > Service Manager > System Settings This will then show the following option: You will find some of the reports shown at INSIGHTS in there now, but the next Service Manager update due out early next week will add to this as follows: * Ability to use custom columns to build report criteria * Ability to use custom column data in the report columns you configure to display * Additional reports including: Incidents and Problems fixed by a Change Incidents and Problems caused by a Change Requests with Connections Requests with Overdue Tasks Closed Requests Also recall that each of the existing reports allows you to create you own custom reports, so for example the default Active Reports could be used to create hundreds of variants using the clause builder and the grouping options, for example Open Incidents by Team, or Priority, Site etc Active Service Requests Raised in the last 30 days by Hope this helps and do look out for the next Service Manager update next week which will give you lots more capability Steve
  7. @Nikolaj I can replicate the issue with the error on the snapshots, the team will look into now. In regards to visualising the dependancies on the gant view, this should just display based on those dependancies being set in the tasks themselves (as per screenshot above).
  8. Hi @Gemma Morrison Deen is correct, if a report takes more than 30 seconds to run it will fail, so not to impact performance on your instance. You can however tweak / play with the max rows which can be output in a report (up to a maximum of 25,000 rows) from the following system setting: Home > System > Settings > Advanced in the admin console The default is 1,000 rows but it looks like you have this set to 5,000 already, but it can go to 25,000, but only if this does not exceed the 30 second max when run, as it will then timeout. Steve
  9. @Drew Davies sure, sorry i should have mentioned this before Here is my attribute 1 field in the customer section showing the label status To achieve this you can go onto your profile view, or navigate to a co-workers view Home > Co-workers from the menu(as below), you will need the role Form Designer to see a design option in the blue line. Click on this and bring up the designer. Now click on the + option to add a new attribute field to the view. You can now choose which of your spare attribute fields to use, most importantly you can give it the display label that will replace the Attribute 1 default value. Once you have this, click apply. Now this will re-label the field, so when you view it in the customer section on the request it will carry this display label across. Before you hit APPLY CHANGES you have some considerations. 1. This field was not visible on the user profile before, and it may hold information which you don't want all users to see (if they visit a co-workers view), if this is the case, you can choose to continue hiding this field from the user view by clicking on the EYE icon next to the new field and this will then make it hidden (as before) Hiding the field on the user view, will not impact on displaying the same field in the customer section on the request view (if you have enabled this) 2. If you are happy for this field to be visible on the co-workers view, for others you can drag and drop it into the required position - this can include moving into another section on the form, as well as between fields in the existing section on the form. Once you are happy with option 1 or 2, click APPLY CHANGES and these will take effect. Hope this helps Steve
  10. @Dan Munns waiting on some internal discussions on this and will post back an update
  11. @Dan Munns sure i get that, i'm waiting on a dev to look at this and then we will update this post.
  12. Hi @SJEaton good to see you at INSIGHTS last week. A couple of things you could do here. 1. If the second task (the one you want to inject the variables into) is in the same stage as the task with the custom fields which collects the extra data, then you don't have to write the answers to a custom fields to use it as variables in the second task - you can simply use the Variable Picker and choose the questions from the previous task, the custom questions will appear in the available variables to inject 2. If you need / want to store the answers to the task custom questions in the custom fields of the request (for various good reasons), then i am not sure the custom field mapping i.e h_custom_a in the field id will work like it does in progressive capture. Instead you will need to do the following. * After your task node, which captures the custom info, use an Update Request node > Custom Fields, and use the variable picker to update the required custom fields from the questions from the task custom fields * Add a Get Request Info > Request Details node so that you can then use these newly updated values from the custom fields in future task nodes in the stage. * If you are wanting to use the custom field values in a future stage, you will need to remember to add a Get Request Info > Request Details node in those subsequent stages in order to get the values held in the custom fields of the request Hope this helps Steve
  13. Hi @Dan Munns I may not fully understand the requirement but would the following work for you? 1. In Progressive Capture use the User Picker under Dynamic data pickers to select your co-worker 2. In your business process use the option to add a connection using a variable (raw value of the progressive capture question in step one) and defining their connection type. 3. Use the requestconnections > connections > email connections business process option to send an email to connection types of your choice (i.e the user you have added above)
  14. Morning @Dan Munns there is an option in progressive capture for this: It is not there in the task custom fields capture - i will ask the question about getting these Data Query options added to the task custom field pickers as well Steve
  15. @dwalby indeed a popular new feature we shows at INSIGHTS 19, this will be available in the next Service Manager update which is due out shortly. You will need to enable this via a system setting to use it, and it will need to be enabled per service / request type and connection type as fits your needs. It will be visible in the request list on the current Employee Portal (my services) and then on the new Employee Portal / Pages / Service Catalog on their release (Which was also show cased at INSIGHTS).
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