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Progressive Capture- Name Search Function?


Josh Bridgens
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Hi All,

 

Are there any plans in the works to allow a Custom Form in a PC to bring up a list of the Users names?

 

We are bringing the Starter Recruitment Process to Service Manager and one of the questions we have to asks is the Users Line manager.

 

Is there any way to bring up a list of all users WITHOUT it changing the name of the user the call is logged to?

 

Many Thanks,

 

Josh

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Regarding a user selection field, this has been raised before quite a few times. I haven't got any posts to show for it currently but Hornbill are aware and I believe they have a story for it.

@James AinsworthAinsworthAinsworth might be able to confirm

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@Josh Bridgens

5 hours ago, Josh Bridgens said:

On top of this, is there a way to select one of the Office locations from within the Organisational database within SM?

Using the Progressive Capture custom forums you can provide a list of Sites if this is how your Office Locations are being stored.  This is done using the Dynamic drop down selections in conjunction with the Data Query.  Let us know if this is what you are looking for.

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James

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Thank you @samwoo  for helping, appreciate it.

 

15 hours ago, James Ainsworth said:

Let us know if this is what you are looking for.

I will put together a test capture and see whether this allows me to do what I need it to do, from what Ive seen it should do the job nicely!

If you can update me on the name selection story whenever possible it would be greatly appreciated! :) 

Josh

 

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17 hours ago, James Ainsworth said:

Dynamic drop down selections in conjunction with the Data Query

I have tried this for assets which returns a greater list of assets which is good for us, but is there a way of choosing more than 1 from the list (like a checkbox to link multiple things to the request)?

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@James Ainsworth

On 11/8/2018 at 7:08 PM, James Ainsworth said:

Let us know if this is what you are looking for.

Service Manager has already provided it to me through the sites selection, If I'd of kept on digging I might have found it,

 

Thanks so much for the help, please keep me updated on anythign that happens with user name search :)

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  • 2 weeks later...
  • 4 months later...

As of Service Manager build 1439 we released a new option for providing a customer picker on the custom progressive capture forms.  When building your custom Progressive Capture form and adding a field, you can select the Dynamic drop down select box which gives you the option to select Data Query as the Provider Type.  Once this is selected, a few different queries are listed.  The customer searches can be broken down to All Users, just Co-workers (Application Users) or just Basic users.  

image.png

 

Hope this helps.

Regards,

James

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