Jeremy Posted October 21, 2019 Share Posted October 21, 2019 We have created some forms where we are using Service Manager to gather information via the portal then handing these 'forms' off to another application. Our Governance team has expressed a wish for these request to be cleansed e.g. the form questions to be deleted or the request to be removed from view with the option of deleting the request. Is there a way of doing this via a BPM as we would prefer to do this automatically rather than relying on a manual process. Link to comment Share on other sites More sharing options...
James Ainsworth Posted October 22, 2019 Share Posted October 22, 2019 Hi Jeremy, Nothing in the BPM at the moment to do this task automatically. Out of interest, do you need to keep these requests that you create with the Progressive Capture info once the other app is updated (just without the questions) or are you looking to completely remove the requests? Also, is this another Hornbill app or an app external to Hornbill? Link to comment Share on other sites More sharing options...
Jeremy Posted October 23, 2019 Author Share Posted October 23, 2019 @James Ainsworth well I am preempting the team by asking for either the questions to be removed/redacted or to be able to completely remove the request once passed externally. Once the request is filled in the we export out of Service Manager as a json and then convert this to a pdf and insert into our document management system. Link to comment Share on other sites More sharing options...
Jeremy Posted November 12, 2019 Author Share Posted November 12, 2019 @James Ainsworth are there any more thoughts about us being able to remove data from Service Manager (even the ability to strip out the Question/Answers section)? Maybe even set a visabilty of the questions section to something like private or owner? Link to comment Share on other sites More sharing options...
James Ainsworth Posted November 13, 2019 Share Posted November 13, 2019 Hi Jeremy, I have raised a change based on your original post to have a Hornbill Automation for the BPM that will allow you at a particular point in the workflow to clear down /delete the Questions section. Would this work for you? I just don't have a time frame on the deliverable, so I can't promise this any time soon. Link to comment Share on other sites More sharing options...
Jeremy Posted November 14, 2019 Author Share Posted November 14, 2019 @James Ainsworth that is great thank you. Link to comment Share on other sites More sharing options...
James Ainsworth Posted August 14, 2020 Share Posted August 14, 2020 Hi Jeremy, I'm pleased to let you know that we have released this new feature that allows you to clear down the Questions section on a request via the BPM. At the point in your process where you no longer need the Questions/Answers they can now be automatically removed. Additional information on this BPM Hornbill Automation can be found here. Hope this helps. Regards, James Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now