Martyn Houghton Posted August 7, 2018 Share Posted August 7, 2018 It would be useful to have the ability to add a custom description to the standard Progressive Capture node, the same way you can with custom form fields. For use, this would be to add guidance on what to attach and as well as advising the removal of any personal information , i.e. GDPR. Cheers Martyn Link to comment Share on other sites More sharing options...
HGrigsby Posted August 7, 2018 Share Posted August 7, 2018 ++++1 for us please! I been asked for this every time I've used at add attachment form. Link to comment Share on other sites More sharing options...
chrisnutt Posted August 8, 2018 Share Posted August 8, 2018 +1 for this Link to comment Share on other sites More sharing options...
HHH Posted September 10, 2018 Share Posted September 10, 2018 +1 1 Link to comment Share on other sites More sharing options...
samwoo Posted September 10, 2018 Share Posted September 10, 2018 +1^1000 1 Link to comment Share on other sites More sharing options...
Dan Munns Posted September 12, 2018 Share Posted September 12, 2018 +1 1 Link to comment Share on other sites More sharing options...
Steven Boardman Posted September 20, 2018 Share Posted September 20, 2018 @Dan Munns @samwoo @HHH @chrisnutt @HGrigsby @Martyn Houghton In the latest Service Manager update it is now possible to include custom title and message on the default Add Attachments forms. This will allow you to customise the message where ever this standard form is used in your progressive capture flows Steve Link to comment Share on other sites More sharing options...
Martyn Houghton Posted September 20, 2018 Author Share Posted September 20, 2018 @Steven Boardman That will be a great help with reminding customer when logging new incidents not to include personal information. Any update on the service/customer portal file attachment method to close the circle? Cheers Martyn Link to comment Share on other sites More sharing options...
Steven Boardman Posted September 20, 2018 Share Posted September 20, 2018 @Martyn Houghton just so i am clear - are you referring to this? if so no update on that one as of yet i am afraid Link to comment Share on other sites More sharing options...
Martyn Houghton Posted September 21, 2018 Author Share Posted September 21, 2018 @Steven Boardman Yes that's the bit we are referring too, as this is the other channel customers can use to attach files to the requests without analyst intervention. Cheers Martyn Link to comment Share on other sites More sharing options...
HHH Posted September 21, 2018 Share Posted September 21, 2018 We worked around this with a label in the step before but it feels very clumsy and not very user friendly so this is an important thing for us Link to comment Share on other sites More sharing options...
Steven Boardman Posted September 21, 2018 Share Posted September 21, 2018 @HHH hopefully in the latest Service Manager build you will now be able to add in guidance directly on the add attachment progressive capture form @Martyn Houghton in regards to add attachment on the request view on the portals you do have access to the translations strings to tweak the message which is presented: Service Portal: guest.com.hornbill.servicemanager.portals.servicePortal.home.requestView.details.attachment.orDragAndDrop Customer Portal: guest.com.hornbill.servicemanager.portals.portal.home.requestView.details.attachment.orDragAndDrop Steve 1 Link to comment Share on other sites More sharing options...
Martyn Houghton Posted September 21, 2018 Author Share Posted September 21, 2018 @Steven Boardman I will have a go with the the translation settings you mention. Cheers Martyn Link to comment Share on other sites More sharing options...
Martyn Houghton Posted July 3, 2019 Author Share Posted July 3, 2019 @Steven Boardman Just a follow up to say we have implemented this in the progressive captures and it works well. The workaround of using the translation strings for the portal gets us around the problem for the time being but without formatting or line feeds even, the output is less than ideal. Perhaps there can be some enhancement to provide a separate prompt or header which support some form of formatting in the future. Cheers Martyn 1 Link to comment Share on other sites More sharing options...
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