Search this forum:
Search
You are not authorized to create a new topic
Topics
 Replies
 Views
 Last Post
0 Replies and 15 Views Copy and Paste workflow  15  0 Started by  Rod Weir Handy tip! Did you know that you can copy and paste workflow  Well you can.  Select all, or parts of your workflow, right-click an object and select "Copy".  Paste it into another job, job template, or workflow template. This can also be used for tech support.  If you&39;re having issues with your workflow, you can send it to PRD Software.  Copy copy the workflow definition into an email (or notepad attachment) and we can help you build something awesom...
0 15
12/02/2019 11:42 AM
0 Replies and 233 Views Workflow Approvals and Attachments  233  0 Started by  Rod Weir Here&39;s a configuration that can be used when you have a process that requires approval that is based on a file attachment. Example Scenario: A user logs a service request / ticket / job etc. via the web portal and uploads an attachment/document as part of the initial logging process.  At some point in the life-cycle of the request, an approval needs to be requested from a manager, and that manager needs to view the attachment that is linked to the ticket. Currently the HelpMast...
0 233
11/01/2019 1:23 PM
0 Replies and 634 Views Building knowledge management and KCS into the workflow  634  0 Started by  Rod Weir Here&39;s a workflow idea to assist with improved knowledge base articles and knowledge management / KCS As part of a support workflow, build into the resolution phase a question to ask the agent/operator whether the job would make a good candidate for a knowledge base article.  If the agent answers yes, then flag to job via a milestone, a keyword, or some other mechanism.  This can then be searched later (via Job Finder / Saved Searches etc) and used to target specific jobs/knowle...
0 634
07/12/2019 10:47 AM
0 Replies and 685 Views Workflow email object - email account  685  0 Started by  Rod Weir The up-coming release of HelpMaster will have a lot of workflow improvements.  One of these is in the email object.  It is now possible to configure this workflow object to specify an email account to use when sending the email.  This is especially useful if using the in-line, "simple text" option rather than an email template. Email Templates could always use an email account, however the simple email object always used the default email account of the person logged-...
0 685
05/30/2019 9:04 AM
0 Replies and 1814 Views New employee on-boarding workflow using new workflow objects  1814  0 Started by  Rod Weir As the workflow capabilities of HelpMaster continue to improve, one of the things that we&39;ve been seeing from users of HelpMaster is building processes to support a HR new employee on-boarding experience. This process is a great start in a digital transformation journey and introducing HelpMaster to other parts of the business outside of just IT. The HelpMaster development team is currently doing a lot of development in updating the workflow engine, and building new workflow objects su...
0 1814
09/19/2018 12:28 PM
4 Replies and 13598 Views Spotlight on workflow object - Log new job  13598  4 Started by  Rod Weir The next version of HelpMaster has a radically improved workflow system with lots of new workflow objects.  One of the most powerful and useful is the new 'Log new job' object.  As the name suggests, this workflow object allows you to create a new job by selecting a job template.   When you select a template to use, you can also select whether to log the job silently, or with user interaction.  Silently means that the job will be logged right there and then, without any...
4 13598
by  Rod WeirJump to last post
12/12/2016 10:44 AM
0 Replies and 3855 Views Workflow improvements  3855  0 Started by  Rod Weir The workflow feature of HelpMaster is a very powerful tool to design, build and execute business processes.  It has proven to be a popular part of HelpMaster, and the dev team have spent considerable time on developing the next version of workflow.  Improvements include: New workflow objects Powershell scripting Variables Scripted decisions Smart connectors and lines Milestones Log job via template  ...
0 3855
08/12/2016 1:26 PM
You are not authorized to create a new topic


RSS Feed Available
October 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release focusses on workflow stability, enhancements and other fixes. For a list of the ma...

August 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release has some great workflow improvements, new control set fields, a new manager feature, ...

Allow staff to view all jobs, all skillgroups by Rod Weir in Installation, configuration and upgrading with 0 replies By default, staff members can only view and action jobs that are assigned to the skillgroup(s) that the staff member belong to.  Fine-level contr...

June 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, and change manageme...

Change Management by Rod Weir in Using HelpMaster with 0 replies Change Management in HelpMaster is a relatively new feature that is evolving rapidly.  Based off live-use in small and large departments, our &qu...

October 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release focusses on workflow stability, enhancements and other fixes. For a list of the ma...

August 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release has some great workflow improvements, new control set fields, a new manager feature, ...

Allow staff to view all jobs, all skillgroups by Rod Weir in Installation, configuration and upgrading By default, staff members can only view and action jobs that are assigned to the skillgroup(s) that the staff member belong to.  Fine-level contr...

June 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, and change manageme...

Change Management by Rod Weir in Using HelpMaster Change Management in HelpMaster is a relatively new feature that is evolving rapidly.  Based off live-use in small and large departments, our &qu...

April 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow, change management a...

February 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release builds upon features and stability, particularly in the workflow and web portal. F...

RE: Job Templates get a new config option for web-based jobs by Rod Weir in Web Portal, client self-service and remote access Just further to this topic....if using workflow to log a new job from a job that already contains control sets, and you are using the option to transf...

November 2018 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release contains lots of fixes, performance tweaks, improved workflow capabilities, improved ...

Quick Re-assign from an "Unassigned" skillgroup queue by Rod Weir in Using HelpMaster The upcoming November release of HelpMaster contains a small, but very handy new feature. When a job is assigned to the "Unassigned" queu...