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Sub Status - Reason Pop Up


Martyn Houghton

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We are implementing the use of Sub Statuses which are updated both by the BPM and manually. 

Though not an issues when updating by the BPM, when you manually change the Sub Status through the Live user app, a pop up window appears prompting for a reason every time. 

This creates more work and becomes annoying very quickly. Though there are certain scenarios where we would want to make the pop up and completion of the reason a required process, there needs to be the ability within the setup of the sub-status to configure if changing the request to said status requires the prompting for a reason pop up or not. In the latter case changing the sub-status should not prompt at all and just update the request.

Related to this would also the ability to define against the sub-status the default visibility of the timeline update as well.

Cheers

Martyn

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  • 2 weeks later...

(shhh I'm still on holiday :P)

+1 my colleagues have complained about this before, why put a reason when sometimes the sub-status are reason enough.

an option to make the reason mandatory or not as well as hidden or not would be great.

also +1 regarding the visibility option too.

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  • 3 months later...

Hi @Martyn Houghton

We do still have plans to improve this.  The current popup is there more to set the visibility and contains an optional notes field.  When changing to a on-hold sub-status, there is an option to add a reminder task when not using the automatic off hold.  Removing this popup would take these two things away.

This will most likely be added as a setting so that it can be enabled or disabled as you require.  No time frame for this at the moment.  I'll make sure that it is reviewed.

Regards,

James

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  • 1 month later...
  • 6 months later...
  • 1 year later...

As of the Service Manager update build 1727 a new option on the sub-states allows you to enable or disable the 'Reason' box for each individual sub-state.

Here we see the option on the Service specific sub-states.

image.png

This can also be configured on Global sub-states in Administration

image.png

Hope this helps.

Regards,

James

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