PrevPrev Go to previous topic
NextNext Go to next topic
Last Post 11/15/2018 11:28 AM by  Rod Weir
Job Templates get a new config option for web-based jobs
 1 Replies
AddThis - Bookmarking and Sharing Button
Sort:
You are not authorized to post a reply.
Author Messages
Rod Weir
HelpMaster development team
Helpdesk Hall of Fame
Helpdesk Hall of Fame
Posts:545
Points:989


--
11/02/2018 12:35 PM

    For the up-coming November release of HelpMaster, we've updated the Job Templates so that they can be configured as "Web Forms". 

    This mode is useful if you are exclusively using Control Sets to capture user input.  In such a case, it may be desireable to hide the Job summary and details text-boxes from the main logging screen.  This new feature allows the you to configure HelpMaster to populate the summary and details text boxes of the job with content from one or more control set values. 

    This makes it easier to view, search, group and sort data later.

    service desk web request form

     

    Update the Job Template and check the "Web form" checkbox.  Select which fields from the control set should be populated into the summary and details.

     

    webform request template

     

    Now the job logging screen does not display the summary and details.

     

    service desk web request form

     

    After submitting the job, the summary and details are automatically populated as per the configuration.

     

    service desk web request form

    HelpMaster development team
    Check out the HelpMaster roadmap
    Rod Weir
    HelpMaster development team
    Helpdesk Hall of Fame
    Helpdesk Hall of Fame
    Posts:545
    Points:989


    --
    11/15/2018 11:28 AM

    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 transfer/copy control set data to the new job, it may be desireable to populate the summary and/or the details of the new job with values from the control sets from the original.

    Here's a way to do that via the workflow object called "Set variable from a Control Set"

    (Right-click the image and Select "View Image" etc) to view a larger/version of this)

    ITSM workflow multi-stage incident creation

    HelpMaster development team
    Check out the HelpMaster roadmap
    You are not authorized to post a reply.


    February 2020 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

    December 2019 release now available by Rod Weir in Announcements with 0 replies A new release of HelpMaster is now available.  This release focusses mainly on stability, with an important fix for the Email Manager if using IM...

    Adjust the date range for displaying closed jobs in Explorer by Rod Weir in Using HelpMaster with 0 replies From tech support today... By default, the Explorer screen displays closed jobs that were closed in the previous month.  This interval can be ...

    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, ...

    February 2020 release now available by Rod Weir in Announcements A new release of HelpMaster is now available! For a list of the major new features of v20, see  https://www.helpmasterpro.com/Support/Updates-...

    December 2019 release now available by Rod Weir in Announcements A new release of HelpMaster is now available.  This release focusses mainly on stability, with an important fix for the Email Manager if using IM...

    Adjust the date range for displaying closed jobs in Explorer by Rod Weir in Using HelpMaster From tech support today... By default, the Explorer screen displays closed jobs that were closed in the previous month.  This interval can be ...

    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...