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Found 17 results

  1. Related to my earlier post about snippets on Human Task reason field, can there also be an option to enable this on any additional fields of the type 'Multi line text' as well, as we make use of a number of additional fields of this type, especially for integration, which this would be very useful. Cheers Martyn
  2. Hi My colleague user FCoker needs to be able to reassign activities on requests where the owner changes and the associated activity needs to be manually reassigned to another support team member. I've compared permissions with user ASharpe01 who can reassign activities and can't see any roles he has that if given to FCoker would enable activity reassignment. Please could you advise what standard roles include this permission.
  3. We've just added Templates to the Activities. Soon you will be able to create templates for Activities which will be available to all users. These templates specify the outcomes and checklists that will appear on an Activity and a list of available templates will appear when creating a new Activity. To manage these, you need the "Activity Template Manager Role". Some of the template functionality, such as the outcomes, were previously handled by the Categories. Now it's been separated, but don't worry, we've created pre-defined templates for you based on your existing Categories. Tho
  4. I wanted to tell you about the new features being released to the Activity View. Based on an experimental flag ( experimental.feature.bpm.allowcustomtaskfields ) the new view will be available. Apart from the obvious UI change, there are several interesting new things: 1. Less clicks based on the situation: If the Activity doesn't require reason, time spent and other outcomes details, the outcomes will be displayed straight away as you open it instead of showing a complete button and then displaying the outcomes. * Activity view mode when no further input is need
  5. Hi, I am looking into the possibility of scheduling activities from assets rather than using standard changes, e.g. for server reboots that happen each week on the same day/time. When viewing an activity, after it has been created from the asset record, it displays the asset ID information rather than the asset name - see screenshot below. I would like to propose that it shows the asset name, rather than the asset ID, that the activity is linked to - in this instance, rather than saying "Asset: 1" it would say "Asset: Server123" (I promise our server naming conventions are better tha
  6. we rely on Activities and use the to request other teams / roles take action for a Request. we've noticed that Currently Users can see the Activities are assigned to their Team / Role however when an Activity is assigned to an individual user the viability of it is lost. Please note: one exception to this rule is the user's line manager (set in user's Hornbill profile) - they can see and have the option to to filter on Activities that belong to their subordinates. Could a similar principle be applied to allow team members to see the activities assigned to other individual users that
  7. Hi I'm looking to start using activities so I've been experimenting however the alerts don't seem to work (that I can see). How should I be alerted? Via email/pop up etc? Thanks J
  8. We are having issues where users are deciding to put themselves 'on holiday' or another code, to stop themselves being assigned calls via the round robin feature. Is there a way we can take this ability away so only admin or managers can do it? Also is there a way to stop users from being able to reassign a call? As some people are just reassiging because they dont want to do the work. (even if there is a way to build in a node for a activity can go to a manger to approve reassigning) Hayley
  9. Morning, We have a procurement process in Hornbill and the last activity that runs on the process asks 3 questions "Kit Built", "Delivery" and "Collection" I want the process to resolve and close after one of these options is selected. However when it resolves and closes I want it to pick the correct Resolution category and text and closure code. I wondered if there was a Decision node (like when you select your progressive capture question outcome to send the process down a different path) for the activity outcomes? Any ideas? Hayley
  10. Hi, A couple of my colleagues are having issues opening an activity (see attached screenshot - ref # IN00052705). The same behaviour happens from all screens (my activities, request, side nav bar, notification). Could you please let us know if it is human error or an issue with the system? Thanks, Lyonel PS: Could not log into as a support call via your website - see other post
  11. Hello, I think we have an issue with custom category outcomes in our instance; they used to work fine but now just offer a single option of "Complete > Done". Any chance someone could help us out to find out why? Thanks in advance! Tom
  12. Project ID appears instead of project name in the Activity list pane: Same in activity list
  13. Not sure if it is something just happening in our instances, but since the end of last week when completing activities the time spent fields are being pre-populated with very large erroneous values, with some the duration's being before the request was even logged. We are currently on Service Manager 1043, Collaboration Core 673 and Platform 2787. Cheers Martyn
  14. Some of our support teams deal with mostly Activities (as apposed to Requests). We've noticed that when you create an activity via BPM you can set a priority against it (please see BPM_Priority - attached). If / when a BPM created Activity is created you cannot see the Priority that was set against it. Equally, when you raise an ad-hoc Activity (i.e. created manually from a Request rather than via BPM) you do not get an option to set a Priority. Are there any plans to enable the following: View priority against an Activity. Set a priority against an
  15. Hello, This query is related to the visibility of Activity updates in the Request Timeline. Per the attached image, an Activity has a few fields for notes - Title Field, Description Field and Resolution Field. When you open the Activity these three fields are visible however, only the Title and Resolution fields are added to the Request timeline. Can the Request / Activity be updated so all three are added? The driver for this is our IT Security and Compliance teams would like to be able to see all the detail for an Activity, i.e. what was asked and what was don
  16. Hello, I’ve noticed that I’m able to filter on “Assigned to” > “Role” (see attached) however other users are not able to filter by “Role”. It appears as though you have to be a member of the “Admin Role” role to be able to filter on “Role”. I've raised this as a support Request, they've confirmed this is correct and they suggest i raise a thread about it - please can all user be able to filter based on a role. e.g. Assigned to > is not > Role
  17. Hi, I am looking at setting up a new assignment role to overcome a "problem" that we have in our organisation. Basically, we have teams (so far so good) amongst which some individuals have a particular skill set that allows them to perform certain specific tasks. The "problem" we have is when a request comes in and we need these people to help out, we want to be able to assign an activity to this group of people. But they belong to multiple teams... So I tried to create a new assignment role and added 2 members (for testing purposes). I then created an activity and it worked beautifully.
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