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Martyn Houghton

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Everything posted by Martyn Houghton

  1. Steve Thanks for the details reply. Would it not be 'Due On' as per the current activities field, rather then 'Due After' as in essence you would not actually have a target when the activity has to be completed by? Due you expect the revised Human Task and Get Request details nodes to be released at the same time or separately? We are trying to implement a detailed workflow process which allocates activities to the assigned analyst when the incident is open (pending) with us, with them being able to view their workload via the My Activities pages as well as by the normal Request List screen. Cheers Martyn
  2. When attempting to create a report under Service Manager in the New Admin UI, there appears to be an issue when you choose 'SQL Schema Designer', in that the additional/next tabs are no created so you are not proceed with creating the report. If you choose the 'Entity' or 'Measure' option the Data Collection tab is then displayed. Is this a know issue? Cheers Martyn
  3. I might be missing something obvious but I thought I ask as not been able to find how to do it. How do you leave a Workspace? Cheers Martyn
  4. Gerry Thanks for the reply, for some reason my browser had not refreshed so hence my out of sequence reply. I agree that it would be useful to have the editing capability but with versioning/auditing of the change. I know in some of other tools we use that you edits are made to the original object, i.e. post or comment, and a new comment is added at the end of the trail saying what was changed, though I could see that could be quite a technical bit of work to compare a before and after content and only report on the changes, not the whole content of the post/comment. Cheers Martyn
  5. Looking at this further, you can only edit your comment if your comment is the last one on the Post. However even when there are no comments on a post you are not able to edit the Post though. I am presuming this is by design and that you are supposed to do any corrections in a subsequent comment? Cheers Martyn
  6. Though you can edit your 'Comments' in a workspace after submitting them, you do not appear to have the ability edit your own 'Post'. Is there a reason for this or is this just something that has yet to be implemented? Cheers Martyn
  7. It would appear that the BPM node needs the ability to set the Due Date and it is this field we would want to able to populate with the target response and resolution date/times, as well as with an arbitrary duration of time in the future. Cheers Martyn
  8. Danie As you advised, editing the activity and populating the Due Date, has made the activity display correctly on the My Activities form. If you can let me know the Problem reference for the Call Back function not populating the Due Date, so I can keep an eye out for it in the release notes. Thanks. Martyn
  9. Daniel This may also relate to my other post about activities created by human tasks in BPM not having a due/start date as well. https://forums.hornbill.com/index.php?showtopic=8398 Cheers Martyn
  10. Daniel For some reason the screen shot I included in the post seems to have disappeared. I try attach it again as this shows the information. Cheers Martyn
  11. The My Activities window does not seem to be displaying activities in the correct columns. For example I have created a callback activity back in April, 15/04/2016 with a reminder of a day before, but this is shown in the someday column not overdue. Is there is something we need to configure on the My Activities screen? Cheers Martyn
  12. When creating a manual activity such as call back you are able to specify a date and time, but when creating a Human (manual) Task in the BPM, you can only set a priority and an expiry date, which are both static arbitrary values. Can change request be raised to allow the BPM node to specify a date and time from a variable ( i.e. respond by or resolve by) as well as an arbitrary duration. This way the activities created will be displayed in the correct order in the users 'My Activities'. Cheers Martyn
  13. Gerry Thanks for the update. I suspect it will be easier to layout and document once the new facilities for annotation are added into the BPM canvas etc. Cheers Martyn
  14. Kelvin/Trevor I think this would be a useful node for most of us, as there is quite often a need to provide static information back to customer, especially for more lengthy progressive capture flows. Cheers Martyn
  15. Trevor Thanks for the updates and will await you update on the required rights. Cheers Martyn
  16. The issue of dynamic lists being populated from a simple list, not displaying the values in the Customer Portal, appears to have returned. Using the same progressive capture workflow in the Service Portal, the dynamic list appears (impactList) the values appear, but the same node in the Customer Portal generates an empty list to select. from. Can this be raised as a problem case. Thanks Martyn Server Build 2530 Server Build Date 2016-05-03 08:31:28 Installed Applications 1.3.4 - 217 Hornbill Document Manager 2.24.7 - 732 Hornbill Service Manager Collaboration Version: 2.5.0.401
  17. Reporting is currently accessed via the Admin Tool under Service Manager. I have a number end users who need the ability to create and run reports, but I do no wish them to have access to the rest of the admin tool. There does not seem to be a standard role for giving access to Reporting only. Can you advise on what permissions would be required to give access to only the reporting element? Cheers Martyn
  18. From discussions with Dan Riley, it appears the Request Cleaner does not clear down the Historic Updates nor their attachments currently. Can this be raised as change request to have this addressed. Thanks Martyn
  19. Paul Have you checked the settings in the Admin Tool, Instance Configuration under Portal Account and the one for the service portal. That does seem to have a default setting of putting the year first. Cheers Martyn
  20. Does the system record user logins to an audit table, or is there just the last authentication date stamp against the user's record? We implemented this in SupportWorks using VPME on the event to populate a table with a history of user logon data stamps, so looking at a way of acheiving a similar outcome in the platform. Cheers Martyn
  21. Gerry Thanks for the update and hopefully you find a path through the PDF generation complications. Cheers Martyn
  22. We are using the Request Cleaner as part our testing for our initial project to migrate from Support Works to the Collaboration Platform, which enables use to do multiple test transfers and wipe all requests. Once we are Live with this we are planning to migrate a number of other desks into the system, so would not be able to do the same test transfer process as the Request Cleaner deletes all requests and we do not have a 'test' instance as such. Would it be possible for the ability to add a selection criteria facility the Request Cleaner to allow partial deletion of requests? Cheers Martyn
  23. We are using the Request Cleaner tool to clear down requests created/loaded as part of our testing. Having previously loaded historic updates from Support Works, including attachments, I have run the tool this morning to clear down all requests. Checking my disk usage on the instance via the admin tool the space taken up by loading of the Historic Update Attachments does not appear to have been released. Is there a time delay between cleaning down the requests and the linked attachments being removed? Cheers Martyn
  24. Great. Will it include the ability to search across multiple services and additional fields such as the external ref number, title etc? Cheers Martyn
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