Session - User has Role. How to use

[JJack]

Hi,

Following on a bit from how to - only list certain applications for certain users or groups when logging a ticket - Service Manager - Hornbill Community Forums -

Can someone explain the purpose and syntax for the Intelligent Capture Decision node option 'Session - User has Role'; it has a dropdown for 'is true' and 'is false' and also has a free text box :

or

What if anything can go in to this box? Any value I put in seems to have no useful effect.
Leaving it blank and changing from is true to is false makes a difference but I don't know what it means.

This comment seems to suggest there can be a value here:
'You can also see an option for User Has Role where you can see if someone is an Admin or member of a particular role (which may have come from your AD import)'

 

[Bob Dickinson]

Hi @JJack

The operator "UserHasRole" is there for a decision node to evaluate whether or not a specified Hornbill role exists against the profile of the person who is currently logged in and running through the intelligent capture*

For example - lets say you have a Service Manager role on your instance that you have created called "Bob Role 1"

You can set up the GoTo if of a decision node as below to check to see if this role exists against the user logged in:

If the user has it, it will go down this route. If they don't it will go down the "No Match" (or other branches) route. 
I appreciate the layout is a little confusing - but if you imagine that the "Is True" and the area to enter the role name were the other way around it makes a bit more sense. 
You can use "Is False" to do it the other way around, i.e. a check to see if the user DOESN'T have the specified role. 

*Important note - keep in mind that this is the person logged onto the SESSION. So if this is a user signed into the Employee Portal, then that makes sense as they are the customer. But if this was an Agent logging a ticket on behalf of a customer e.g. over the phone - then the logged-in Session belongs to the Agent and NOT the customer, so it would be checking the Agents roles. It's important to be aware of that distinction when designing your captures. 

Kind regards

Bob

 

[JJack]

Hi @Bob Dickinson

I thought that might be it, but didn't seem to work for me.
I've added in some extra displays and I think I must not have been refreshing my test-capture or portal pages effectively.
I've got it working now, thanks.

You mention above 'a Service Manager role' - it has to be a service manager role? I did a quick test with Board User, so not a service manager role, and that seems to work too.
 

 

[JJack]

P.S. Don't think I know what a 'service manager role' is - one visible within Service Manager roles configuration, or something else.

[Bob Dickinson]

@JJack Glad it's working. 

I just used a Service Manager role as an example - any role should work. 
The Hornbill Platform has a number of roles that are available to apply to your users. And every application that is subsequently installed onto your instance also comes with several roles. So when I was referring to "a service manager role", I just meant any of the roles that are part of the Service Manager Application. 

You can see here that when a user is assigned lots of roles, they are grouped by the application they relate to:

[JJack]

Thank you @Bob Dickinson, appreciate the quick responses.