How to add a new option

[John C]

Hello @Victor I am hoping you can help me with something please?

Under the "People" category below I would like to create an option for staff to log a "Leaver" someone leaving the company, just with options for department and date, can you assist please?

I know nothing re Progressive Capture etc, this would get me out of a huge jam right now Victor, thanks as always...

[John C]

@Victor sorry I know your very busy, but is there any chance you could assist me with this small add on please or anyone else?

Thanks

[Steve Giller]

Hi @John C

Unfortunately there's very little to go on, here. It's not clear what you're trying to achieve.

Adding the category of Leaver is very simple - just select the "People" node, click "+ Item" and call the category "Leaver"

However, that has nothing to do with Progressive Capture (apart from there will be a new sub-category if you have a Choose Category node) and doesn't explain where the "options for department and date" come in. That last part does sound like a Progressive Capture question, but without a clear summary of your goals any suggestions would just be wild guesses.

[John C]

@Steve Giller thank you again for your response.

I am trying to set-up an option for an end user to log a ticket for a "Leaver" I already have an option for a new starter with various questions etc set up initially by Bob.

When they click on "New Starter Request" the end user then fills out the questions below.

I would like a similar option for "Leaver" with just the questions of Department and Date leaving?

I know how to add the category Leaver as you mentioned, it's the the whole configuring I need behind this to get it to towrk.

Hope this is more helpful!?

 

[Steve Giller]

@John C That's quite clear, thanks.

At the moment the best I can do is to point you to the documentation on the wiki pages, the Service Manager Progressive Capture is a good landing point and has links to further information.

Setting up the questions is relatively straightforward, and you can use the New Starter capture as a reference to adapt, but bear in mind that once the questions are answered it will need its own BPM Workflow to progress the Request, possibly its own email templates, then a CI to raise it against and possibly its own SLA etc, so it's not as simple as "Change this bit and away you go" by some margin.

[John C]

@Steve Giller OK, I have got this far using the New Starter capture as you suggested, however I have the attached error, can you advise?

 

[John C]

@Steve Giller on second thoughts re the Workflow etc which I am afraid to touch, could I just get your Admin team to config this for me an pay? 

Can't see it taking too long?

[Steve Giller]

@John C You're always welcome to engage with our Product Specialists, this can be done from the Success Portal under the Expert Services service. If you have any issues raising the Request PM me here and I'll put them in touch.

[Steve Giller]

Hi @John C
I'll look into that for you.
I've hidden the post as these forums are public and there was personal info visible.

[John C]

@Steve Gillerit's OK, got sorted, thank you.