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Everything posted by Martyn Houghton
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@Paul Alexander Glad you got it sorted. The fact that you have to have both set to allow auto update caught us out in the beginning. Cheers Martyn
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@Jenny Thanks for the pointer. I give it a go. Cheers Martyn
- 2 replies
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- human task
- completion details
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LDAP Import - unable to access in the admin tool
Martyn Houghton replied to gwynne's topic in System Administration
@Gerry Perhaps a topic for a session for the Insight day two programme, depending on when this is coming? Cheers Martyn -
For a number of our processes we are now using the ability to inject the Task details, i.e. the Completion Details, temporarily into a custom field, so that we can embed the details in the email being sent out by the BPM automatically. This works fine, but there does not appear to be the option at the moment in a 'Human Task' to make the Reason (aka Completion Details) mandatory where required, which is what we would want to do in for these processes. Is there any plans to have the ability to apply options such as mandatory and Regex Validation etc? Cheers Martyn
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LDAP Import - unable to access in the admin tool
Martyn Houghton replied to gwynne's topic in System Administration
@TrevorKillick, @Victor Having said above the link is on the wiki page, the 32bit link to the download appears to be okay, but the 64bit link appears to be invalid. Cheers Martyn -
LDAP Import - unable to access in the admin tool
Martyn Houghton replied to gwynne's topic in System Administration
@gwynne The Import Tool is separate standlone application, you install on a machine with access to your AD which you can then schedule to import into your Hornbill Instance. There is no tool or icon for it on the platform, just logs in the admin tool monitor section. The link to the download for the tool is in the wiki page itself. https://wiki.hornbill.com/index.php/LDAP_User_Import Cheers Martyn -
@Paul Alexander The trick is that both the sub-status that the request is currently set to and the one you want it to go to need to have the automatic switch (slider) turned on. Then in the Service you need to set the Sub Status you want to change to in the first setting 'Om Customer Response change Sub-status to...'. Example settings in the Admin>Service Manager> Configuration> Request Sub Statuses Cheers Martyn
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enhancement Updating On-Hold Calls
Martyn Houghton replied to Tina.Lapere's topic in Service Manager
@Paul Davis, @James Ainsworth Is there any update on this development item. I could not locate it on the 90 day development queue display in the portal. Has this already been done and I have missed it in the release notes? Cheers Martyn -
Auto Assign to most available Analyst - clarification
Martyn Houghton replied to Martyn Houghton's topic in Service Manager
@James Ainsworth Thanks for the update, if this could be done as minor change sooner, that would be a great help. Cheers Martyn- 20 replies
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- auto assign
- most available analyst
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Service Manager 1161 - missing release content
Martyn Houghton replied to Martyn Houghton's topic in System Administration
@Gerry Thanks. Been a busy day. Cheers Martyn -
CRITICAL - Issue after automated upgrade to build 2892
Martyn Houghton replied to Keith's topic in Service Manager
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Auto Assign to most available Analyst - clarification
Martyn Houghton replied to Martyn Houghton's topic in Service Manager
@James Ainsworth Has there been any further thought on having the option under auto assign 'Most Available Analyst' to exclude 'On Hold' requests from the evaluation? Cheers Martyn- 20 replies
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- auto assign
- most available analyst
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@James Ainsworth Is there any update on the ability to exclude member of a team from auto-allocation, but still allow manual allocation through the Live App? Cheers Martyn
- 23 replies
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+1 for use as well. This would also mean we can record time spent creating this content. Perhaps also take the comments as well as the parent timeline post? Cheers Martyn
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With GDPR looming, we would like to restrict the ability of our external customers to upload an image in their profile. Is there a setting we can enable to disable this? Similarly we would want to display but disable the update of it profile image on the Service Portal, as this is populated by the LDAP Import Tool from AD. Cheers Martyn
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Is it possible to enabled time recording on Workspace posts and comments? I am trying to encourage my team to post knowledge on to the workspaces and it would be good to be able to record there time spent doing this as well as give me a measure. Cheers Martyn
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We have the situation where our 1st Tier are responsible for the Response SLA and our 2nd Tier are responsible for the Resolution SLA. Reporting on the latter is simple as the 2nd Tier person is the owner of the request when the requested is resolved/closed. Before I go of and create a BPM process to store the owner of the request when the Response SLA is completed in a custom field, is this stored anywhere esle? i.e. who completes each timer? Cheers Martyn
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+1 for us as well.
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@gwynne Glad it sorted itself out. Cheers Martyn
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Customer Portal - Password Policies
Martyn Houghton replied to Martyn Houghton's topic in Collaboration
@Gerry Has there been any further thought on having the ability to expire customer portal passwords, so that we can ensure they are then complaint with the currently set password policies and also identify stagnant accounts? Cheers Martyn- 35 replies
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- customer portal
- password
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Are there any plans to incorporate support for Two Factor authentication for both the Admin Tool and the Live User App. We currently integrate with our Active Directory for Single Sign On, but are looking to add a second level of authentication to protect our instance from compromised credentials etc. Cheers Martyn
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@gwynne If you set the System Timeline Update to Manual and Yes, then retest after publishing. This should put a timeline entry on the request saying it has sent an email using the template xxxxxx. You can also then view the email from the more actions. Least this will tell you if the node you think is sending the email is the one that is doing it. Cheers Martyn
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@gwynne Are you able to post a screen shot of the properties from the Email Notification node in your BPM. Also presume the new request has been logged after publishing the BPM? Cheers Martyn
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Adding Connections does not refresh Email Connections
Martyn Houghton replied to Martyn Houghton's topic in Service Manager
@James Ainsworth The issue occurs if you open the request, then open the email action. At this point you realise that connections have not been added. Then click on the connections action to add them and then click on the email action again. I suspect as the email action was cached in session already, it does not pick up the fact their are now new connections, so if there where no Impacted/Interested connection before the option will not be their to choose, unless you refresh the page. Cheers Martyn