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Steven Boardman

Hornbill Product Specialists
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Steven Boardman last won the day on January 9

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About Steven Boardman

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  1. @Nikolaj i am sure there is a better way to do this (but it's late on a Friday evening) Report definition attached project-tasks---assignee-id.report.txt
  2. @Nikolaj sure just go into the report config - Select Filter and choose the Due Date between filter If it is between two date periods, leave the Value is between setting (change this to greater than or less than if you are looking for due dates before or after a variable, i.e due date before end of yesterday). But if it is for the current month - then delete the two values (start of Yesterday and end of yesterday) and add new values (always two if you are dong a Value is Between filter), and use the variable picker to choose Start of Month and End of Month for example. if you are dong a greater than or less than then you only need one value to evaluate against. Remember you also have the Save As option with the reports, so you can create various different versions of the report if needed.
  3. @Nikolaj if you run the report is the correct data shown? i have seen the same in the data preview, but the correct data is shown in the project name when the report runs (PDF, CSV etc)?
  4. @Nikolaj i've added more data and my results still look valid with this report. I've added in the Project Manager for the project, where the task due date is yesterday - new report definition included. project-tasks.report (1).txt
  5. @Nikolaj looking at your example, it looks like your due date is the 14th Jan, so i would not expect to see it in the report, as it is only looking at due dates from yesterday the 15th?
  6. @Nikolaj here is a report def which will get you most the way, just missing off the project manager - seems to work against my test data set. You can get upload the report def to your instance. I'll look at the PM aspect a little later and post back here project-tasks.report.txt
  7. @Lauren in the database, the codes (and other values relating to profiles) are held in the h_sys_profiles table, if you are using the admin tool reports, you could create a report on the h_itsm_requests table and the h_sys_profiles table, joining on the h_category_id column in the requests table with the h_id in the profiles table and then get the profile code You do also have the h_category name value which is already in the requests table, so if you can use that you would not need to join to the profiles table. Hope that helps
  8. Hi @Sean Teehan it is not possible to do that i'm afraid. In the email template, you will set up the variables you want to inject and it is not possible to know which task id reason you want to use when you are configuring the email template, hence the option to write a task reason, or other values to a custom field and then use the custom field variable in your email templates. Thanks Steve
  9. @Nikolaj there are a couple of options 1. in the main client and in the Activities View, you can create a view for this: 2. In the admin console reporting you can do something like the following, status is assigned.
  10. Hi @Jeremy Happy New Year These are there but under the Extended Information prefix
  11. @Sean Teehan When you create the Change Request email template, are you using the variable picker to inject the summary and description variables as below? The changerequest entity will not have the request entity values via the entity viewer, but they are related entities so the variables are visible in the email template variable picker. If you notice in the screenshot below, because you are using the changerequest entity the variable for summary is different i.e {{Requests.H_summary}} - but if you use the variable picker to insert them then you don't need to know or worry about the correct syntax for each Hope that helps
  12. @Frank Reay @chriscorcoran there are system settings which allow you to control if emails are applied to requests * If the request is closed * If the user is unknown Of course you could have these turned off for good reason, but i just wanted to make sure you were aware they were there One thought i had was if the emails in the failure folder where from email addresses attributed to more than one contact / user in Hornbill?
  13. @chriscorcoran in the admin tool under Service Manager > Settings you can set this one (and all other action bar options)
  14. @AndyGilly I appreciate and understand your feedback on the existing request types. You can certainly report on tasks, the table you would need is h_sys_tasks We are looking at introducing a new request type of Cases in 2020, and this could possibly work for you? I say that as with all labels, these have translation strings so you could re-name it as needed i.e CI Request (you would need to do this in a few places, but could be an option) We don't have a due date as such for the new request type but it is planned, and i have added you to the request as a connection, and once it is enters our 90 day window we can post back here and let you know.
  15. Thanks @Jeremy - looks like the comma in your value field is causing the issue - if you try that again with just 32000 does it create? I'll ask the development team about some field validation of error handling
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