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Steven Boardman

Hornbill Product Specialists
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Posts posted by Steven Boardman

  1. @Jack_Podmore as @HHH has suggested, you can add a VIP value to a custom field on a co-worker record, then in your Business Process, you can use a Get customer info node, and then a decision node, if there is a value or a specific VIP reference in the custom field of the customer record, you can branch from the decision node, and follow this with the Add Notice node in the bpm to display the value of that custom field on the ticket (using the variable picker), and of course, if there is no value in that field, you can use the decision node to not display a banner.

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    Of course, you can use this approach and customer custom fields to hold any customer info, which you may which to display on the ticket via a notice.

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  2. @Nikolaj  The format of your link, is correct, if the recipient is an agent, and viewing the request in the context of providing support.

    If the intention, is for the customer to view the ticket on the employee portal, the format would be:

    https://live.hornbill.com/INSTANCENAME/catalog/com.hornbill.servicemanager/request/{{H_pk_reference}}/

    If the customer is viewing the ticket via the external customer portal then it would also have a different format, let us know if you need that?

    Hope that helps

  3. @Frank Reay SAM is not dependent on you using the Hornill ITOM module.

    You can import the installed software from SCCM or other discovery tools and view this in the Software Asset Management views inside Hornbill Service Manager:

    This can be viewed in a number of different places:

    • On an individual asset view 

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    In order to see this accordion section on an asset record, you need to have enabled it via the Manage Asset Types options and enabled it for each Asset Type where it is relevant (Laptops, Server etc)

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    • In list view - from here you can see all installed software, with a vendor filter and in the righthand side panel which assets the software is installed on.

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    If you hover over the Actions column for an entry on the list, you will see an option to Add a software license record, which will allow you to manually create a software asset type record to record information about that installed piece of software  

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    This will allow you to record, the software type, vendor, license numbers, etc.

    You will need to amend your import scripts to also import installed software information:

    https://wiki.hornbill.com/index.php?title=Database_Asset_Import

    I will ask the team to update the wiki to provide the above information.

  4. @Ruben All closure profiles will exist under the one Closure profile tree - it will be a case of configuring your tree to reflect the closure profiles you need for each business area.

    In my example below, I have different branches of the Closure  profile tree, for each internal business area (IT, HR etc) and then as i posted earlier i configure the services each business function offers, to only show the branch of the closure categories which is appropriate.

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    Hope that helps

     

    • Thanks 1
  5. @Ruben Once you've added your closure profiles, you need to decide where to use them.

    In the service portfolio, for each service, under the configuration tab and for each request type (Inc, Prob, etc) you can specify what the Top Level resolution branch of the resolution profiles will be displayed, on any tickets raised against that service and ticket type.

    In the example below, for the desktop support service, and for the Incident ticket type, I've configured the resolution profiles to only show those below the IT branch from the resolution profile tree.   On the example request, you can see the resolution options displayed, which sit below the IT level branch.

    In your example, you could create a new resolution profile branch in your profiles for the new team and then set this as the top-level resolution branch on the services that that team provides.

    In order for these new resolution codes to not appear for your existing teams and services, you may need to configure the resolution code top-level branch on your existing services and ticket types.

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    Hope that helps

  6. @QEHNick in the pages designer,  and the search widget you can configure which types you want to be searched for in that search widget.

     

     

     

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    You can therefore turn off the 'service' and 'service request' options if you desire.

    This will limit results for all users to 'FAQ',Known Issues','My Service Requests'

    Hope that helps

    Steve

  7. @LouiseT you can hold the email address in the site custom field, then in the business process do the following:

    Use a get site info node - this will return the custom fields and the notes field for the site, in the site field on the ticket as output params you can use later in the workflow

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    Follow it with a send email node - and set the External addresses to use Variable 

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    then use the variable picker in that field to choose the field from the previous get site node which holds the email address

     

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    I would suggest using custom fields 0-8 to hold the email addresses, as you might want to holds more info in each sites notes field, but i'll leave that up to you

    Hope that helps

    Steve

     

  8. @chriscorcoran as Paul mentioned you could write the outcome of a task to a custom field and then use the column selector on your views, to show the custom field on the request list view.

    For the specific Impact question on changes, there is an out of the box feature you can use in your business processes for setting the Impact level, and then there is a default Impact column available on the request list.

    https://wiki.hornbill.com/index.php?title=Service_Manager_Assessments

    The impact assessment can work just like your task, in that the assessment can be one or many questions which automatically set the impact on the change record, and in turn is available on the request list.

  9. @Martyn Houghton the customer portal experience hasn't changed, and it is a slightly different UI.

    If the user searches for and finds an FAQ using the search bar, then chooses to open the FAQ it will take them to the FAQ list and open the relevant FAQ answer

    Each FAQ can we accessed directly using the following format - but as mentioned this will take a customer to the FAQ list on the relevant service, and expanded the answer accordion of specific FAQ.

    https://customer.hornbill.com/INSTANCE NAME/servicemanager/service/5/faqs/8

     

  10. @JoanneG there is an option in the business process designer to help here.

    After your rejection outcome, you can add a node which can get you the details of the last authorisation (see image below)

     

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    One of the output parameters for this node is the Completion Details

    If you now follow the above with a node - Service Manager > Entity > Requests > Update Request > Timeline

    You can use the variable picker to inject the Completion Details into the Update Text field of this node and post the authorisation rejection reason to the timeline

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    Hope that helps

     

    • Thanks 1
  11. @Smurfy I am not sure there is a copy assets option when using the Log New Request process option, i'll see if this option can be added to this operation.

    Could you tell us a little bit more about the scenario of what you are looking to achieve with this operation?

    I.e is it raising a problem from an Incident or Change from a Problem etc?

    I ask as there are options in the Copy Request feature which will allow you to Copy the assets from the initial request when creating a copy

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